Start each day with a brief on your deals.

What is Morning Deal Brief?

A Kanu workflow that writes each broker a short morning brief. It reads your email, calendar and pipeline overnight and tells you what moved on your deals, what’s due today, and who is waiting on a reply.

Why teams use it

The day starts with an inbox full of threads and a pipeline that’s out of date. Kanu reads it all first and puts the few things that need you at the top.

How it works

1. Overnight, Kanu reads new email, meetings and pipeline changes.

2. It matches them to your deals and clients.

3. It picks out replies due, deadlines and changes worth knowing.

4. At 7am the brief lands in your inbox.

5. You reply, update or hand off from there.

Who it’s for

Brokers and deal leads juggling many clients, and the office leaders who back them up.

What stays with your team

Kanu writes the brief. It doesn’t reply to anyone or change anything without you.