---
sidebar_label: Agent Briefing
sidebar_position: 5
description: Send agents an automatic daily or weekly email and text digest of their open portal tasks across every deal they're on.
---

<!-- Canonical: https://help.docjacket.com/docs/client-portal/agent-briefing -->
<!-- Source: docs/client-portal/agent-briefing.mdx -->

# 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](./portal-for-agents.mdx). 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.