Today

Today is the first page that opens when you sign in. It gathers on one screen what needs your attention during the day: the plan prepared by Atlas, alerts, your meetings, e-mails waiting for a reply and opportunities that have stopped moving.

All plans Menu › Today Each member sees their own day Try it in the demo

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1. 1Regenerate Atlas' brief
2. 2Signatures in progress, by status
3. 3Alerts to handle
4. 4Atlas' brief and today's plan

Hover a number to find the area. Click the screenshot to enlarge it.

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Atlas’ brief

Every morning at 6 am (Paris time), Atlas prepares your day. The “Atlas · Your day” frame sums up the situation in one sentence, then gives today’s plan: the actions to take first, in order.

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Each line of the plan says why it is there and offers a direct link: Open the thread for an e-mail, See the prep for a meeting, Open the opportunity for a deal. When Atlas suggests an action that is not a task yet, Create the task adds it to your tasks in one click.

1. The preparation time shows at the top right: “Atlas brief prepared at 06:00 AM”.
2. Click Regenerate to rebuild the brief at any time, for example after a busy morning.
3. If today’s brief is not ready yet, the button reads Prepare my day.

And without AI?

When no AI model is available, Atlas still builds a plan from simple rules and says so under the frame: “Plan built without AI”.

Alerts

Just above the brief, alerts flag what is blocked or late: a workflow waiting for your approval, a contract declined by a reviewer, a signature pending for several days. A coloured dot shows how urgent it is.

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• The link on the right opens the related record.
• Approve opens the workflow step waiting for your decision.
• Mark as handled removes the alert from the list.

Coloured dots

The dot gives the alert level: red for critical, orange for warning, violet for information only.

Today’s meetings

The Today’s meetings section lists the events of your connected calendars (Google or Outlook), with the time, the attendees, the company and the link to join the call.

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• Prepare asks Atlas for a meeting brief, with notes on each attendee. See Prepare a meeting.
• Under each meeting, the recording status is shown (recorded, bot scheduled, no recording). See Record a meeting.

To handle

The right column lists contacts with an e-mail waiting for you: an unread message, or a message awaiting your reply.

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Click a name to open the contact’s record and e-mail history.

Cooling deals

This section lists your open opportunities with no activity for 14 days or more, with their stage, amount and number of silent days.

Follow up in one click

Follow up opens the e-mail window with a follow-up draft written by Atlas. Nothing is sent: you read it, edit it, then send it yourself.

Other sections

Depending on your activity, other blocks show up on the page:

• Who replied: replies received since yesterday morning.
• This week: your overdue tasks and those due today and this week.
• What happened: a summary of activity since the last brief, including the number of e-mails received and sent.
• New contacts: people you exchange e-mails with who are not in the CRM yet.
• Signatures to handle, sequence e-mails to review and meetings whose notes wait for your review.