Set up your daily briefing

What the daily briefing does

The daily report is a scheduled summary of current deal activity and recent RFP changes: campaign actions, RFP updates, items waiting for your approval, and relevant supplier and trade news. Instead of opening every Plan and RFP Exchange to check for updates, you get one summary that tells you what moved and what needs your attention.

Turn it on

Open Settings and find the Daily report section. Turn on Automatic daily report to generate the briefing on your chosen schedule. Turn on Email notifications separately to have Tap email the finished briefing to your organization's members once it is ready. Automatic daily report must be on for Tap to generate scheduled briefings. Email notifications only controls whether a generated report is emailed, so turning it on while Automatic daily report is off does not schedule a report.

The schedule and section choices apply to your whole organization, not just to you, so anyone with permission to edit organization settings can turn the report on, change its timing, or adjust what it covers.

Choose a send time and time zone

Under Delivery schedule, set a send time and a time zone. Tap checks this against the clock and generates that day's report once the send time passes in the chosen time zone. If you haven't configured a time zone yet, Tap suggests the one detected from your browser. You can search for and choose a different city or time zone at any point.

Choose what it includes

Under Report content, turn each section on or off:

• Include campaign actions: delivery changes and campaign tasks.
• Include RFP updates: responses and changes from suppliers.
• Include approvals: items waiting for your review.
• Include supplier news: relevant news about active suppliers.
• Include trade press: media and advertising industry coverage.
• Include opportunities: relevant supplier Deals selected for each recipient.

At least one section must stay on. Turning off a section removes it from the report and the email. Nothing about your Plans or RFPs changes.

Most sections describe the same organization-wide activity for every recipient. Opportunities is the exception: each person's copy is selected separately, so two teammates on the same report can see different, individually relevant Deals in that section.

Where you read it

Settings is where you manage the schedule and the sections. The finished briefing itself currently arrives by email, sent to your organization's members when Email notifications is on. Save your changes in Settings before you expect a report to reflect them.

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