Your monthly brief
A short summary on the Overview of what needs attention this month, written from your own records.
The Monthly brief sits at the top of your organization's Overview. It's written automatically on the 1st of each month, and every team role can read it.
What's in it
A one-line headline, chips for how many points are urgent or need attention, and up to six points ranked by importance. Points come from billing, money, operations and consumption, for example:
- Readings waiting for review, missing or flagged, and expenses waiting for board approval.
- Units more than 60 days overdue, debt over 90 days, and a collection rate under 80%.
- Bank rows waiting to be matched.
- Urgent maintenance, visits past their date and preventive work due soon.
- Votes closing soon, and consumption 25% or more above or below last year.
Points with an arrow link to the page where you can act, such as readings, balances or the bank import.
Update it
Owners, admins and managers can press Regenerate (or Write this month's brief) to refresh it with the latest numbers. Without AI, Kelvo Nest writes a plain summary from the same facts.
Only the newest brief is shown. It can't be edited or emailed.
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