Daily digest
The Daily Digest (/digest) is a mobile-first summary of the day's key information for your organisation. It is designed to be read quickly on a phone during a commute — a prioritised list of what matters today, not a data dump.
What the digest shows
The digest has five accordion sections. Each section is collapsed by default on mobile and can be expanded with a tap.
Action Required
Deals with overdue next actions or stalled for 14+ days. Mirrors the Action Required dashboard tab but formatted for quick mobile scanning.
Follow-up Queue
Contacts with Amber or Red health that need attention today. Shows the contact name, company, and how long since last contact.
Critical Dates (7-day window)
Events within the next 7 days. These are the most urgent items from the Critical Dates module.
Mandate Expiries
Mandates expiring within 30 days. Includes a link to each mandate record for quick renewal.
Pipeline Snapshot
A one-line summary of your current pipeline: total value, weighted value, and count of hot prospects. No charts — just numbers.
Summary cards
At the top of the digest, three summary cards give the day's headline numbers at a glance:
- Deals needing action — Count from the Action Required section.
- Cold contacts — Count of Red-health contacts.
- Critical dates this week — Count of events in the next 7 days.
A zero count on all three cards means it is a clean day — nothing is on fire.
Digest email
FlareForge can send a daily digest email at a configured time (set in Settings → Notifications). The email is intentionally short — it links back to the in-app digest rather than reproducing all the data in the email body.
The email contains:
- The three summary card numbers.
- A single "Open your digest" link into the app.
- No sensitive deal data — the email is safe to receive on any device.
The digest email requires email notifications to be enabled in Settings. See Settings overview for configuration.
Mobile layout
The digest is the most mobile-optimised page in FlareForge. Each section uses a full-width accordion, action buttons are thumb-sized, and the layout is tested down to 360px viewport width.