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Overview

Daily Call Reviews send personalized email digests every morning at 8:00 AM in each recipient’s local time zone. These emails help reps prepare for upcoming calls and keep managers connected to their team’s activities.

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Two Features in One

Daily Call Review for Reps
  • Sent to all call attendees (not just hosts)
  • Includes today’s upcoming calls with context from previous meetings
  • Includes yesterday’s call summaries with action items
  • Subject line: Keep the momentum daily
Daily Call Review for Managers
  • Sent to team managers
  • Two separate emails that can be enabled independently:
    • Team Focus (Today’s Upcoming): Momentum Daily — Team Focus
    • Team Recap (Yesterday’s Recap): Momentum Daily — Team Recap
  • Shows a smartly prioritized list of team meetings based on deal stage, opportunity amount, and conversation topics
Daily Call Review Email Example

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Prerequisites

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Daily Call Review for Reps

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Admin Configuration

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Enable the Feature

  1. Log in to your Momentum admin dashboard
  2. Navigate to Momentum AI Settings → Email section
  3. Toggle Daily Call Review for Reps to ON
  4. Click Save settings
Important: When enabled, all users automatically receive emails. Users must opt out if they don’t want to receive them.

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Manage Exclusions (Optional)

Use the toggle to switch between Exclude and Include modes:
  • Exclude mode (default): People on the list will never get emails. Add users via Select users to exclude… and save.
  • Include mode: Only people on the list will receive emails; the exclude list is ignored while this is on. Add users via Select users to include… and save.
If a user turns off the feature for themselves, they are removed from the include list and automatically added to the exclude list. Remove someone from either list by clicking the X on their user block and saving. Daily Call Review Admin Settings For Reps

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User Configuration

Users can opt out of Daily Call Reviews:
  1. Navigate to Momentum Settings
  2. Locate the Daily Meeting Review card
  3. Toggle Daily Call Review Email to OFF to stop receiving emails

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What Reps Receive

Today’s Upcoming Calls:
  • Meeting title, time, and participants
  • Context from previous calls with the same attendees
  • Associated action items from prior conversations
  • Salesforce details: Account, Opportunity, Amount, Stage
  • Direct link to call page
Yesterday’s Calls:
  • Meeting title and time
  • Compact summary (4 lines max)
  • Associated action items
  • Salesforce context
  • Direct link to call page

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Daily Call Review for Managers

Note: This feature may require a feature flag. Contact support@momentum.io if you don’t see it.

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Admin Configuration

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Enable Email Types

  1. Log in to your Momentum admin dashboard
  2. Navigate to Momentum AI Settings → Email section
  3. Locate Daily Call Review for Managers
Toggle on the email types you want to enable: Yesterday’s Recap:
  • Subject: Momentum Daily — Team Recap
  • Summaries of yesterday’s meetings for direct reports
Today’s Upcoming:
  • Subject: Momentum Daily — Team Focus
  • Prep notes for today’s meetings with context from previous calls
Click Save settings to apply. Important: When enabled, all managers automatically receive emails. Managers must opt out if they don’t want to receive them.

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Manage Exclusions (Optional)

Use the toggle to choose how you target manager emails:
  • Exclude mode (default): Managers on the list never receive either email type. Add them via Select users to exclude… and save.
  • Include mode: Only managers on the list receive the emails, and the exclude list is disabled while this is on. Add them via Select users to include… and save.
When a manager turns off the feature in their personal settings, they are removed from the include list and added to the exclude list. Remove someone from either list by clicking the X on their user block and saving. Daily Call Review Admin Settings For Managers

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Manager Configuration

Managers can opt out or customize which emails they receive:
  1. Navigate to Momentum Settings
  2. Locate the Daily Meeting Review card
  3. Toggle Email me a daily review of my team’s meetings to OFF to stop all manager emails
Or customize individual emails:
  • Keep the master toggle ON
  • Toggle Yesterday’s Recap or Today’s Upcoming individually

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What Managers Receive

Manager emails show a smartly prioritized selection of team meetings, filtered based on:
  • Opportunity stage and amount
  • Conversation topics and key moments
  • Deal importance and activity
Daily Call Review Manager Email Example Team Focus Email (Today’s Upcoming):
  • Subject: Momentum Daily — Team Focus
  • Prioritized list of today’s scheduled meetings
  • Meeting title, time, and participants
  • Account and Opportunity (if mapped to Salesforce)
  • Context summary from previous calls (4 lines max)
  • Link to call page
Team Recap Email (Yesterday’s Recap):
  • Subject: Momentum Daily — Team Recap
  • Prioritized list of yesterday’s completed meetings
  • Meeting title, date/time, and participants
  • Account and Opportunity (if mapped)
  • Compact summary (4 lines max)
  • Link to call page

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Troubleshooting

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Not Receiving Emails?

Check in this order:
  1. Admin Settings: Verify the feature is enabled in admin dashboard
  2. Exclusion List: Check if you’re on the admin’s exclusion list
  3. Personal Settings: Verify your toggle is ON in personal settings
  4. Wait for Next Email: Emails send at 8:00 AM local time; changes apply to the next scheduled email

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Missing Salesforce Context?

  • Verify your Salesforce integration is active
  • Check that calls are mapped to Salesforce objects
  • Ensure attendee emails match Salesforce Contact or Lead emails

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Manager Sub-Toggles Disabled?

  • Admin must enable the corresponding email type
  • Contact your admin to enable it
  • If the issue persists, contact support@momentum.io

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Best Practices

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For Admins

Rollout Strategy:
  • Communicate the change before enabling (users receive emails automatically)
  • Start with one email type for managers before enabling both
  • Use exclusions sparingly (executives or specific roles only)
Monitoring:
  • Track opt-out rates to gauge adoption
  • Gather feedback on email quality and relevance

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For Reps

  • Review emails every morning before calls
  • Click through for deeper context when needed
  • Follow up on action items from previous calls

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For Managers

  • Skim emails to identify coaching opportunities
  • Reference specific calls in 1-on-1s
  • Disable email types that aren’t providing value

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Support

Need help with Daily Call Reviews?