> ## Documentation Index > Fetch the complete documentation index at: https://docs.momentum.io/llms.txt > Use this file to discover all available pages before exploring further. # Daily Call Reviews > Configure daily email digests for reps and managers ## 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. ### 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 ## Prerequisites * [Momentum AI installed with your preferred call provider](/how-to-install-momentum) * Admin access for organization-wide settings * Call recordings and summaries enabled * Salesforce integration active (for contextual information) *** ## Daily Call Review for Reps ### Admin Configuration #### Enable the Feature 1. Log in to your [Momentum admin dashboard](https://app.momentum.io/admin/momentum-ai-settings) 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. #### 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 ### User Configuration Users can opt out of Daily Call Reviews: 1. Navigate to [Momentum Settings](https://app.momentum.io/settings) 2. Locate the **Daily Meeting Review** card 3. Toggle **Daily Call Review Email** to **OFF** to stop receiving emails ### 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 *** ## Daily Call Review for Managers **Note:** This feature may require a feature flag. Contact [support@momentum.io](mailto:support@momentum.io) if you don't see it. ### Admin Configuration #### Enable Email Types 1. Log in to your [Momentum admin dashboard](https://app.momentum.io/admin/momentum-ai-settings) 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. #### 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 ### Manager Configuration Managers can opt out or customize which emails they receive: 1. Navigate to [Momentum Settings](https://app.momentum.io/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 ### 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 *** ## Troubleshooting ### Not Receiving Emails? Check in this order: 1. **Admin Settings:** Verify the feature is enabled in [admin dashboard](https://app.momentum.io/admin/momentum-ai-settings) 2. **Exclusion List:** Check if you're on the admin's exclusion list 3. **Personal Settings:** Verify your toggle is **ON** in [personal settings](https://app.momentum.io/settings) 4. **Wait for Next Email:** Emails send at 8:00 AM local time; changes apply to the next scheduled email ### Missing Salesforce Context? * Verify your [Salesforce integration](/salesforce-event-mapping) is active * Check that calls are mapped to Salesforce objects * Ensure attendee emails match Salesforce Contact or Lead emails ### 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](mailto:support@momentum.io) *** ## Best Practices ### 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 ### For Reps * Review emails every morning before calls * Click through for deeper context when needed * Follow up on action items from previous calls ### For Managers * Skim emails to identify coaching opportunities * Reference specific calls in 1-on-1s * Disable email types that aren't providing value *** ## Support Need help with Daily Call Reviews? * **Slack**: Use your shared Momentum channel * **Email**: [support@momentum.io](mailto:support@momentum.io)