The morning brief

The morning brief is one email that arrives before your day starts and tells you what needs you today. It is the only thing Scout sends on a schedule, it is written from your own authorized view of the workspace, and every person sets their own copy of it.

Screenshot: a morning brief for the demo workspace, Scout Promotional.

What is in it

The email is short on purpose. From top to bottom:

• The date and a greeting by your first name — "Morning, Meghan."
• One summary line: either how many urgent items need you today, or how many items need your attention.
• Needs you today — up to five items, most pressing first. Each one shows its kind (Recommendation, Observation or Notice, marked urgent where it is), the client, the title, who is accountable ("Sales · Priya"), the one fact that matters, and an Open in Scout link. Where Scout has prepared wording for you, the item also carries a Draft prepared — review it in Scout link.
• "And n more in Scout" when there are more than five, linking to your Inbox.
• A Found line summarising what the ledger recorded this month. Owners and Admins see the value; Members and Viewers see the number of confirmed outcomes.
• Manage brief preferences, a link straight to your settings.

If there is nothing waiting, the brief says so in one line — "Nothing needs you today." — followed by "Your brief is clear. Scout will check again for your next scheduled brief."

The brief never shows you anything you could not open in the app: it is built from the same view of the workspace your Inbox uses, so a point you are not authorized to see cannot reach you by email either. Scout also tracks what it has already told you, so the same item is not repeated morning after morning unless something meaningful about it changes.

The default schedule

Out of the box, every member gets the brief on weekdays at 6:30 in the workspace's time zone, and it is sent whether or not there is work to report.

Setting your own brief

1. Open Settings → Workspace → Notifications.
2. Find the Morning Brief card — "One email to start your day."
3. Use the switch in the card header to turn the brief on or off altogether.
4. Set the four fields, described below.
5. Choose Save changes. The button reads Saving… while it works, then confirms. Your preferences are not reset by a new release of Scout.

Frequency

Four choices: Workspace default (which names the current default, for example "Workspace default · Weekdays"), Weekdays, Every day, and Off.

Delivery time

Nine fixed half-hour slots, plus the inherited default: Workspace default (showing the workspace's time, for example 06:30), then 06:00, 06:30, 07:00, 07:30, 08:00, 08:30, 09:00, 09:30, 10:00. Once you have chosen your own time, a Use default link appears beside it to go back to inheriting.

Time zone

Workspace default (naming the workspace's zone), or pick your own from the list — Los Angeles, Denver, Phoenix, Chicago, New York, Anchorage, Honolulu and UTC. The hint under the field says it plainly: this morning brief follows the selected time zone. Use default returns you to the workspace's zone.

Send rule

What should happen on a quiet morning: Workspace default, Include quiet mornings (send it even when there is nothing — you always know Scout looked), or Only when work needs me (no email on an empty day).

Delivery status

At the bottom of the card, Scout reports on your last brief and names the address it goes to — for example "Delivery healthy · The latest brief was delivered. To meghan@scoutpromotional.com". If something is wrong, this is where it says so.

The workspace default, for Owners and Admins

Underneath the card, Owners and Admins get a Workspace default panel: "New and inherited preferences follow this schedule. Everyone can still change their own brief." It carries Frequency (Weekdays, Every day, Off by default), a Delivery time, a Time zone, and a checkbox, Only send when work needs someone.

The two layers work the way you would hope. Any field left on Workspace default follows the workspace now — so when an Owner moves the default from 6:30 to 7:00, everybody who never set their own time moves with it immediately. Anything you set yourself is untouched.

Good to know

• The morning brief is email only. There is no Slack version of it, and its schedule is separate from your item update settings and from quiet hours.
• Everyone sets their own brief — including Viewers, who may change their own delivery preferences even though they cannot act on work.
• Scout does not track whether you opened the email or clicked anything in it, and the brief carries no remote images.
• The brief is sent from Scout's own address, never through your mailbox connection. Scout reads your mail; it never sends from it.
• If a brief does not arrive, check the frequency, the send rule, the time zone, and whether the address was blocked after a bounce or complaint.
• How much slipped last week is not in the email — the count of items that lapsed in the last seven days lives on the Lapsed shelf.