See who needs you next on Today
Today puts everything that needs you on one screen, in priority order.
| Group | Meaning |
|---|---|
| Awaiting your reply | They replied recently and you have not responded yet |
| Drafts to review | Drafts written by the assistant or by you, waiting for you to approve or send |
| Follow-ups due | The scheduled follow-up date has arrived, or there has been no reply for more than the configured number of days after you wrote (change the days in Settings → Assistant → Follow-up reminder) |
| Needs your decision | Identity matches from data sources awaiting confirmation, and sources that failed to sync |
Click any row to open the person, section or draft directly. “Sync and summarize” below the stats asks the Agent on the right to sync the connected mailboxes and data sources and summarize, by urgency, who has new activity (it only summarizes — no drafting, no sending). People in paused or do-not-contact stages do not appear in replies or follow-ups.
Getting-started checklist
In a new workspace, Today shows a checklist at the top: Add contacts, Connect mailbox, Connect data source, Set up an AI assistant. Completed items are ticked automatically; the list hides once everything is done or when you click “Don’t show again”.
Follow-up reminders
Each person can have a “Next follow-up” date, set below “Next step” on the person page:
- Pick “Tomorrow”, “In 3 days” or “In 1 week” with one click, or choose a date; “Clear” removes the reminder.
- After you send a message (by email or with “Mark as sent”), a follow-up is scheduled automatically after the “Follow-up reminder” number of days.
- When they reply, the reminder is cleared and the person appears in “Awaiting your reply”.
- When an out-of-office auto-reply arrives, the follow-up is set to the day after the return date in the message (such as “November 10” or “11月10日”); if no date is found it is set one week later.
- Keep in touch: choose a frequency to the right of the follow-up bar (Weekly, Every 2 weeks, Monthly, Quarterly, Every 6 months). Sending a message then schedules the next follow-up at that frequency; and if no follow-up is scheduled and the last activity is older than the frequency, you are reminded too.
- People whose follow-up date has arrived appear in “Follow-ups due” and in People → Follow up due.