AI MODULE
AI Briefing: Know What Matters Every Morning
Every morning a summary. Jobs, quotes, invoices, warnings — everything at a glance
Secure your spot now
- ✗30 minutes clicking through 5 tools each morning
- ✗Overdue invoice noticed 3 weeks late
- ✗Installer shows up at the wrong customer
- ✗No overview of open orders
- ✗Decisions based on gut feeling
- ✓2 minutes — everything important at a glance
- ✓Overdue items shown immediately
- ✓Daily plan with all deadlines and appointments
- ✓Jobs, quotes, invoices summarized
- ✓AI recommendations based on real data
THE PROBLEM
No overview in the morning
Every morning the same ritual: check emails, review calendar, open sevDesk, go through the job list. 30 minutes before you know what's on for today
By the time you have an overview, the first hour is gone
THE SOLUTION
One briefing instead of three tools
The AI briefing summarises everything: jobs, quotes, clients, time entries, stock
With period comparison and sevDesk integration
- Day/week/month
- Low-stock warnings
- sevDesk integration
- Period comparison
- Caching per tenant
How it works
Open dashboard
Briefing is generated automatically
Get your overview
Jobs, quotes, invoices
Compare
Current vs. previous period
Act
Jump directly to any section
Spending 30-40 minutes every morning across different tools just to get an overview is wasted management time. The AI Briefing summarizes all relevant information daily: what is overdue, where are the opportunities, what deserves attention today
Your daily management dashboard
Every morning at 7:00 AM, PlotonIQ automatically generates your briefing
Overdue invoices, blocked jobs and appointments due today are highlighted
Revenue comparison with previous week and month — trends immediately visible
AI analysis identifies action areas: which clients should you contact today?
YOUR BENEFITS
- ✓Up to date in 2 minutes every morning
- ✓Never miss important appointments or deadlines
- ✓Revenue trends at a glance without opening reports
- ✓AI recommendations based on real business data
- ✓Saves 30-40 minutes daily for business owners
Frequently Asked Questions
When is the briefing generated?
You can configure the time. Default is 7:30 AM. The briefing is available when you open PlotonIQ
What data flows into the briefing?
Jobs, quotes, invoices, time tracking and client contacts from PlotonIQ. sevDesk data is included when the integration is active
Can I customize the briefing?
Yes. You can specify which sections appear in the briefing and which thresholds apply for warnings
Does the briefing work on weekends?
You can configure briefing days. Default is Mon-Fri. On Mondays, a weekly overview is automatically added