Summarize today

Summarize today is a once-a-day rollup of everything Pi noticed across the customers you own. Phase moves, task completions, new comments, fresh risk flags, contact replies that came in overnight. It runs at 7 a.m. in your local timezone and arrives two places at once: your inbox and the Pi summary widget pinned to your Workbench.

What’s in it

A typical digest has four sections, each suppressed if it has nothing to report.

1. Phase moves. Customers that crossed into a new phase since the last digest, with who moved them and when.
2. Task completions. Customer-facing tasks marked done by the customer, and internal tasks completed by your team.
3. New risk flags. Customers Pi added to the risk lane in the last 24 hours, with the signal that triggered it.
4. Replies and comments. New thread activity on customers you own, deduped to one entry per customer.

Each line is a deep link. Click it and Pivotal opens the source record with the relevant tab in focus.

Turn the email on or off

The Workbench widget is always on. The email is opt-out.

1. Open Account > Pi preferences.
2. Scroll to the Notifications section.
3. Toggle Email me my daily summary off.

The widget keeps working. You’ll see the same rollup the email would have sent.

Edit the cutoff and timezone

The default cutoff is midnight in your account timezone, so the digest covers the previous calendar day. To shift it (for example, to a 6 p.m. cutoff because your customers are in APAC), open Account > Pi preferences > Daily summary and set Cutoff time. The next digest uses the new value.

What it doesn’t include

• Customers you don’t own (filter by the All my customers view on the Workbench to widen the scope).
• Activity older than the cutoff. The digest is incremental, not a backlog.
• Archived customers.
• Pi prompt history.

Gotcha: empty digests on Monday

If your weekend was quiet, the Monday digest can look thin because the cutoff is still 24 hours. To get a Friday-through-Sunday rollup on Monday, set Weekend rollup to On in the same preferences panel. Pi extends the cutoff to 72 hours for the Monday-morning send only.

Where it lives in the app

• Workbench > Pi summary widget (top of the dashboard by default; drag to reorder).
• Email to your account address, sender pi@pivotal.app.

Related

• What’s at risk
• Pi preferences
• Activity feed