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AI Day Planner

Live

Saturday, 26 September 2026 — Good morning! ☀️ 0 tasks + 11 follow-ups need attention today.

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AI Day Planner — SOP

How this module works

✅ Up to date with current module code

Generates and tracks each team member's daily work plan — tasks due, lead follow-ups, and calendar events — with AI-suggested time-blocked schedules, live team-capacity visibility, and an end-of-day performance report.

Sections

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KPI Dashboard

Team Today, Tasks Today, Follow-ups, and Team Load — computed from the same live data driving the member cards below.

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AI Daily Plans

A time-blocked morning/afternoon/evening plan per member, generated individually or for the whole team at once.

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Today's Spotlight

Revenue-goal ring, pending-collection total, and today's scheduled events — a quick cross-module snapshot without leaving the page.

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Team Capacity

A visual load bar plus per-member Available/Normal/High/Overloaded pills, based on each member's task+follow-up+event count today.

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Task Quick-Actions

Start or complete a task, or mark a follow-up done, directly from a member's card — synced live to every other open session.

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End-of-Day Report

An AI summary of completed-vs-total tasks after 5 PM, with one click to send it to the team on WhatsApp.

Team Today

Full team 🎉

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Tasks Today

On track

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Follow-ups

Clients to contact today

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Team Load

2.8

Avg items per member · Balanced ✅

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⚡ Today's Spotlight

💰 Revenue Goal

₹323,676 / ₹500,000

₹176,324 to go

→ View in AI CFO

💳 Pending Collection

₹0

0 overdue

📅 Today's Events

No events scheduled today ✅

→ View Calendar

👥 Team Capacity Today

11 total items across 4 members

AI Day Planner

⚡ Today's Spotlight

👥 Team Capacity Today

📱 WA Morning Update

+ Add Task

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