4 docs tagged with "Advisory"

Draft an advisory note to a client in Atlas with AI, built only from the figures on screen, then check it, copy it or open it in your mail client.

Advisory in Atlas shows which of your clients need attention and why, then helps you draft a note to each one with AI, using only the figures on screen.

Choose which advisory signals fire in Atlas, set the thresholds that trigger them, and control the tone, sign-off and daily AI limit for notes.

Use the Advisory view in Atlas to see which clients need attention, open one to review items and metrics, then snooze or dismiss what you have handled.