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The Complete Guide

The REALM Guide

Everything Realm does, and how to use it. The full handbook: every feature, with step-by-step instructions. Use the contents on the left to jump to a chapter.

97Chapters
15Product areas

The Daily Briefing

The Daily Briefing is EVE's "here's your day" digest. Instead of making you dig through every Realm, inbox, and task list to figure out what matters, EVE reads across your work and assembles one focused rundown of what needs you today.

What's in it

The briefing is built from your real data, so it reflects the current state of your business — not a stale snapshot. Depending on what's going on, you'll see sections like:

  • Needs your review — the things EVE flagged as needing your judgment, front and center.
  • Waiting on you — people who sent something and are waiting for a reply.
  • You promised — commitments EVE noticed you made, so nothing slips.
  • Opportunities — buying, selling, or life-event signals worth acting on.
  • Relationship drift — relationships that have gone quieter than usual.
  • From your CRM — items EVE's browser extension noticed across your other CRM, so the whole book is in view (see Browser extension & CRM memory).
  • EVE handled for you — routine work EVE took care of, if you're on Autopilot.

Empty sections simply don't appear. The briefing stays focused on what's actually relevant right now.

Where you see it

The briefing is the default view of the EVE slider when you first log in — open the slider and EVE greets you with the day. As you move around the product, the slider shifts to show what needs you on the page you're on; see EVE on every page. You can always return to the full briefing.

Most sections are the same awareness signals EVE tracks continuously — What EVE is watching explains each one in more depth.

Send it to me

If you'd rather start your day in your notifications instead of opening the slider, use Send to me. EVE delivers the briefing to your notifications feed so it's waiting for you. It's the same briefing, just pushed to you rather than pulled up.

Every item explains itself

The briefing never just asserts. Each flagged item comes with the reasoning behind it — how confident EVE is, the evidence it's drawing from, and why it matters. If something looks off, you can see exactly what EVE saw and decide for yourself. And if EVE can't reach part of your data, the briefing still shows what it can and tells you plainly what's missing rather than breaking.

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