Skip to main content

Agent Briefing

An Agent Briefing is an automatic digest that keeps an agent on top of their to-dos without you texting them by hand. On a schedule you choose, DocJacket emails the agent their open portal tasks — overdue and due in the next 7 days — across every deal they're on, with a link to their agent portal. Optionally it also sends a short text nudge with the same link.

Setting it up​

  1. Open the agent's contact page (Contacts, then the agent).
  2. Find the Agent Briefing card.
  3. Turn it on and choose:
    • Daily or weekly — and for weekly, which day
    • Send time and timezone
    • Email, text, or both

That's it — the briefing sends itself from then on, always reflecting the current task list.

What the agent receives​

  • An email listing their overdue tasks and tasks due in the next 7 days, grouped by deal, with a link to their agent portal. It sends from your connected Gmail or Outlook, so it looks like it came from you and replies come back to you.
  • If texting is on, one short text — "You have 4 tasks due this week across your deals" — with the portal link. Texts respect the agent's texting consent and opt-outs, and use one SMS credit per message.

What's included — and what isn't​

The briefing shows only portal-visible tasks — the same ones the agent sees on their portal hub. The portal eye on each task stays your control over what agents see; anything you keep internal never appears in a briefing.

Two quiet rules keep it from becoming noise:

  • Nothing due, nothing sent. An agent with no open portal tasks doesn't get an empty briefing.
  • At most one briefing per agent per day, even if more than one schedule points at them.

Example: Set an agent's briefing to weekly, Monday at 8:00 AM, email and text. Every Monday they get "here's your week" from your address — automatically — and there's no excuse for a missed signature.