Daily plans help each person start the day with a short, focused plan based on the accounts, signals, suggested actions, and todos already included in their daily digest.
A daily plan is generated by an automation before the daily digest notification is sent. If a matching automation exists for the recipient, Bigmind can include a plan excerpt in the email and show the full plan in the app.
#When to use daily plans
Daily plans are most useful when different teams need different guidance from the same underlying digest data.
CSM and account management teams
Customer-facing teams can use daily plans to focus on account risk, renewal signals, expansion opportunities, and follow-up todos. For example, a CSM plan might prioritize accounts with new risk signals, suggested actions to save a renewal, and customer contacts to follow up with today.
SDR and outbound teams
SDR teams can use daily plans to turn signals into outreach prompts. A daily plan can highlight which accounts are showing buying intent, which contacts to research, and what outreach to draft next.
Sales reps and account executives
AEs can use daily plans to identify deal risks, upcoming meeting prep, stalled opportunities, and high-priority follow-ups. The plan can help a rep decide what to work on before opening their CRM or calendar.
Managers
Managers can use daily plans to review what their team members are being prompted to act on. This makes it easier to spot overloaded reps, urgent customer risks, or accounts that need coaching support.
#How daily plan automations work
The daily plan automation uses the Before daily digest trigger.
- Bigmind prepares the daily digest context for a user.
- Before the notification is dispatched, Bigmind looks for an active daily plan automation that applies to that user.
- If a matching automation exists, the automation runs with that user's daily digest context.
- The automation writes the daily plan for that user and date.
- The daily digest email or message is sent. If a plan was generated, the notification can include a short excerpt and a link to the full plan.
If no active daily plan automation applies to the user, the daily digest follows the user's notification settings as usual, but no daily plan is attached or shown for that day.
#Who the automation runs for
Daily plan automations follow the automation audience you configure.
- Everyone: The automation can run for every user who receives the daily digest.
- Specific people: The automation only runs for the selected users.
- Everyone in teams: The automation only runs for users who belong to the selected teams.
This means you can create different daily plan automations for different teams. For example, your CSM team can have a template focused on renewals and account risk, while your SDR team can have a template focused on outreach and buying signals.
#Create a daily plan automation
- Go to Settings > AI > Automations.
- Create an automation from the Daily plan template.
- Set the trigger to Before daily digest.
- Choose who the automation is active for: everyone, specific people, or everyone in selected teams.
- Customize the automation instructions for that audience.
- Keep the Write daily plan tool enabled so the automation can save the plan.
- Publish or activate the automation.
The automation template can be edited like other automation templates. Use the instructions to describe how the plan should be written for that team: what to prioritize, how concise it should be, what tone to use, and what kinds of next actions are useful.
#What the automation should produce
A good daily plan usually includes:
- A short summary: Two lines describing the main focus for the day. Bigmind uses this on the home page.
- The full plan: A concise markdown plan with the most important accounts, todos, signals, and next steps.
- Prompt suggestions: Optional chat prompts that users can click to continue work in Bigmind, such as drafting outreach, preparing account context, or reviewing a risk.
Prompt suggestions should be actions Bigmind can help with, not just copies of suggested action text. For example, instead of “Investigate account risk,” use a prompt like “Draft an outreach email to the main contact at this account about the usage drop.”
#How to test daily plans
There are two useful ways to test the flow.
Run now
Use Run now on the daily plan automation to generate a plan without sending the daily digest notification. This is best for testing the automation instructions, audience setup, and saved daily plan output.
When running the automation manually, choose the user the plan should be generated for. Bigmind runs the automation with that user's context and writes the daily plan for the selected date.
Send test daily digest
Use Send test on the Daily digest notification setting to test the full notification flow. This generates or regenerates the daily plan for the selected user and date, then sends the test digest to your own email address.
Use this when you want to confirm the plan appears correctly in the email and that the link opens the right daily plan page in Bigmind.
#Where daily plans appear
Daily digest email
When a plan is generated before the daily digest is sent, the email can include a short excerpt above the regular digest content. Users can click through to read the full plan in Bigmind.
Bigmind home page
If a daily plan exists for today, Bigmind shows it on the home page above the chat composer. Users can open it directly from there. If they dismiss it, Bigmind remembers that dismissal for that user and date.
Daily plan page
Users can open the full plan at Daily plans or directly from a daily digest link. The page includes the generated plan and the underlying digest context, including accounts, signals, suggested actions, and todos.
#Viewing team daily plans
Managers and admins can view daily plans for users they are allowed to access. Open Daily plans from the home page header, then use the page title dropdown to switch between your own daily plans, team daily plans, or another available user or team.
Access follows your organization's permissions. Users only see other people's daily plans when their role or permission profile allows it.
#Recommended setup
- Create one daily plan automation per team when teams need different prioritization.
- Keep the plan short and action-oriented. The daily digest already contains the raw accounts, signals, and todos.
- Use team-specific instructions. CSMs may need renewal risk and account health; SDRs may need outreach and contact discovery; AEs may need deal risk and meeting prep.
- Test with Run now first, then use Send test on the daily digest to verify the email experience.
#Troubleshooting
- No plan appears: Confirm an active daily plan automation applies to the user.
- The email has no plan excerpt: Use Send test on Daily digest after the automation is active, and confirm the automation calls the Write daily plan tool.
- The wrong users receive a team-specific plan: Review the automation audience and selected teams.
- Managers cannot see team plans: Check the manager's permission profile and team access.