Morning Ritual - approve a stack of follow-ups in 60 seconds
ProA full-screen, one-card-at-a-time view of today's pre-drafted follow-ups. Open it, swipe through, send the ones that look good, skip the rest. Designed to be the only thing you do before coffee.
What it is
The Morning Digest puts pre-drafted follow-ups on your dashboard. The Morning Ritual is the focused way to work through them - one card at a time, full screen, no other distractions on the page.
Open it from the dashboard digest card ("Open Morning Ritual") or from the sidebar (Morning Ritual). The route is at `/{org}/{workspace}/morning`.
Morning Ritual uses the same data as the Morning Digest card on the dashboard. Sending or skipping in either place updates both views.
How the flow works
Each card shows one drafted follow-up
Contact name, stage, AI score, why this one was flagged, the editable subject and body, and the recipient email.
Send it as-is, or edit first
Click the subject or body to edit inline. Edits save as you type. Click Send when it reads right - it goes through your connected Gmail and logs to the contact's activity feed.
Skip whatever doesn't fit
If the AI got the context wrong or you already followed up, click Skip. The item is dismissed for today and won't reappear unless something changes about that deal.
Step back if you change your mind
Previous (or ←) takes you back one card so you can re-send or re-edit before you've sent it.
Finish on the summary screen
After the last card, you'll see what you sent, what you skipped, and any deals approaching cold that didn't make today's draft list. One click takes you back to the dashboard.
Keyboard shortcuts
| Key | Action |
|---|---|
| → or Enter | Send the current draft |
| ↓ or Esc | Skip the current draft |
| ← | Go back one card |
| e | Focus the subject field for editing |
| Esc (while editing) | Exit the field |
If you're on a laptop, the keyboard flow is faster than touch. Five drafts, five → presses, done in 30 seconds.
On the Free plan
Pro, Business, and Team all get the full stack: 5 follow-ups drafted every night, in your own writing voice. Free gets a 5-drafts-per-month sample in a generic voice so you can see what it does. Past that monthly sample, the Ritual still loads and still flags who has gone quiet, but each card shows the contact with a link to draft the follow-up yourself in their record. Sending needs a real draft - you cannot send an empty card.
Why Free is capped rather than blocked: drafting 5 emails a night through Claude costs real money per workspace. A monthly sample is enough to judge whether it is worth $19, which is the only thing the cap is there to let you do.
What if there's nothing to approve?
You'll see "All caught up" with a sun icon and a return-to-dashboard link. That means the overnight cron found nothing stale enough to draft for - usually a sign you're already on top of follow-ups (or it's the weekend and you ran the ritual already today).