--- title: "Daily store briefing, written by Concierge | Chargezen" description: "A daily store briefing from Concierge: yesterday's sales, stuck orders, refunds, subscription changes and waiting customers, on a schedule you set." url: "https://chargezen.com/concierge/use-cases/daily-briefing" lang: "en" --- Canonical URL: https://chargezen.com/concierge/use-cases/daily-briefing # Start every day knowing what needs you. Every morning, Concierge reads yesterday's orders, refunds, subscriptions and customer conversations, then sends a short briefing: what happened, what is stuck and what needs a person today. [Start Concierge](https://admin.chargezen.com/signup?product=concierge) in your time zone Every morning in your time zone what changed and what is stuck Short what changed and what is stuck when there is nothing to flag Quiet when there is nothing to flag The problem Most mornings start with five tabs: the Shopify dashboard, the subscription app, the support inbox, the ad accounts and a spreadsheet. By the time you know what happened yesterday, half the morning is gone. Concierge does the rounds before you are up and hands you one short message. ## What it does on every run. ### Yesterday's numbers Sales, orders, refunds and order size, compared with the days before. ### What is stuck Orders waiting to ship, fulfillment problems and failed subscription payments. ### Who is waiting Customer conversations handed to your team and still open. ### Only what matters Set it to post only when something is worth your attention. ## How the job runs. 1. 1 ### At the time you set The task starts on schedule, for example 7:00 every weekday. 2. 2 ### It gathers the data A private copy of yesterday's orders, refunds, subscriptions and conversations, opened on its own computer. 3. 3 ### It checks and compares Against the days before, so a normal Monday dip isn't flagged as a problem. 4. 4 ### It posts the briefing A few lines in the task's thread, naming the orders or conversations behind each item. ## A worked example. A made-up store, to show what a daily briefing looks like from instruction to message. The store A tea brand on Shopify that sells single tins and monthly subscriptions, with a two-person support team. The instruction "Every weekday at 7:00, brief me on yesterday: sales and orders against the same weekday last week, refunds and why, orders that haven't shipped after two days, failed subscription payments, and customer conversations waiting on the team. Lead with anything that needs a person today." What Concierge does Prepares yesterday's orders, refunds, fulfillment, subscriptions and conversations, works out each number, checks the totals and compares them with the same weekday a week earlier. What it posts Two lines up top on what needs a person: say, a handful of orders past the two-day mark and one customer who has waited since the afternoon. Then the sales line, refunds grouped by reason, and failed subscription payments. When it stays quiet If the store owner chose "only when it matters", a calm day with nothing stuck and nothing unusual sends no message. The run is still saved in the thread's history. A good follow-up Reply in the thread: "Why are those orders stuck?" Concierge looks up each one and answers in the same thread. This store is invented for illustration. It is not a Chargezen customer, and no results are shown: what you get depends on your own data. ## Set it up once. Every team job is a scheduled task: an instruction in plain English, a schedule and a choice of when to hear from it. Write the instruction Say what to check and what counts as worth reporting, for example: "Every weekday at 7:00, brief me on yesterday's sales, refunds, unshipped orders, failed payments and customers waiting on the team." Pick the schedule Every weekday at 7:00, every day including weekends, or Mondays only. Choose the time in your own time zone. A task can run at most once an hour. Or skip the schedule and run it only when you start it. Choose the agent Pick which of your agents does the job. It works with that agent's tools, data access and approval rules, like any other job. Choose when to hear from it Every run, only when something is worth your attention, or never. With "only when it matters", Concierge compares the run with the one before and stays quiet when nothing new turned up. Read the results Each run posts to the task's own thread in Concierge, in the Chargezen admin and in the Finn app for iPhone. Every run is kept, with what it looked at and what it found. Change it anytime Edit the instruction or schedule, pause it or stop it. Stopping a task also stops work already under way. ## A dashboard, a daily briefing or a weekly report? They answer different questions. Most teams keep their dashboard and add the briefing for the morning check. ### A dashboard You get it When you open it and go looking. It covers The charts someone set up. It explains why No. You read the charts yourself. Best for Digging into a number you already care about. ### A daily briefing You get it Every morning, before you ask. It covers Yesterday: sales, stuck orders, refunds, failed payments, waiting customers. It explains why Yes, in plain words, with links to the orders behind it. Best for Knowing what needs a person today. ### A weekly report You get it Once a week, on the day you pick. It covers The week's trends, with a spreadsheet or slides attached. It explains why Yes, with the numbers checked and shown. Best for Team meetings and planning. ## What changes for your team. ### Mornings back One message instead of five tabs. ### Nothing slips Stuck orders and waiting customers come up the next morning. ### The day's priorities The things that need a person are listed first. ## Hand off the work that comes back every week. Give Concierge the recurring checks and reports your team does by hand. It runs them on time, shows its work and speaks up only when you need it. [Start Concierge](https://admin.chargezen.com/signup?product=concierge) [Back to Concierge](https://chargezen.com/concierge) ## Common questions ### What is a daily store briefing? A daily store briefing is a short morning summary of your store that Concierge writes from yesterday's orders, refunds, subscriptions and customer conversations. It runs on a schedule in your time zone and puts what needs a person today at the top. ### What can the briefing include? Anything Concierge can read in your workspace: Shopify orders, refunds, returns, fulfillment and stock, subscriptions and failed payments, customer conversations on every channel, and Meta Ads and Google Ads spend if you connected them. You choose what goes in by writing it in the instruction. ### Can I get the morning brief in Slack? The scheduled briefing posts to its thread in Concierge and the Finn app. If Concierge is in your Slack, anyone on the team can ask it for the same briefing in a thread at any time, and it answers there with the same data. ### How do I set it up? Create a scheduled task in Concierge. Give it a name, write the instruction in plain English, pick the schedule and your time zone, choose the agent that does it and whether to hear from it every time, only when something matters, or never. You can edit, pause or stop it anytime. ### Where do the results show up? In the task's own thread in Concierge, in the Chargezen admin and in the Finn app for iPhone. Files it makes are attached to the run. In Slack, you can also ask the agent for the same report in a thread and it replies there. ### Does it react the moment something happens? No. Team jobs run on the schedule you set, at most once an hour, or only when you start them. They don't fire on store events such as a new order. ### How much does it cost? Each run is a Concierge job, so it uses your workspace credits like any other job when Concierge runs on Chargezen-managed AI models. Concierge Starter is $20 a month with 20,000 credits. Pro is $199 a month with 199,000 credits, or $1,990 a year. ## More jobs and features. [ ### Weekly report The same numbers every week, checked, explained and in a file.](https://chargezen.com/concierge/use-cases/weekly-report) [ ### Ad reports Meta and Google Ads spend next to your real orders. Read only.](https://chargezen.com/concierge/use-cases/ad-reports) [ ### Founders A chief of staff that briefs you daily and handles the follow-ups.](https://chargezen.com/concierge/use-cases/founders) [ ### Scheduled tasks How recurring jobs are set up, paused and reviewed.](https://chargezen.com/concierge/features/scheduled-tasks) [ ### Concierge in Slack Ask for a report in a Slack thread and get it there.](https://chargezen.com/concierge/channels/slack) [ ### Glossary: scheduled AI task What a scheduled AI task is and how it runs.](https://chargezen.com/glossary/scheduled-ai-task)