Productivity & AI

Daily Digest

Your appointments for today, emailed at 07:00 South African time.

At 07:00 every morning RealtyPA emails each agent the appointments sitting in their diary for that day: start time, title, type and any notes, earliest first. Read it before your first viewing. If the day is empty, nothing is sent.

Your 3 appointments todayGood morning, ThandekaWestdene show dayAll day · Show dayViewing at 28 Kliphaas Avenue09:00 · ViewingValuation for Ilse Venter11:30 · Valuation07:00 every morningNothing is sent on an empty day
How it works

Four steps, not forty.

Add appointmentTitleViewing at 28 Kliphaas AvenueViewingType09:00Start timeWho has accessYour 3 appointments todayGood morning, ThandekaWestdene show dayAll day · Show dayViewing at 28 Kliphaas Avenue09:00 · ViewingValuation for Ilse Venter11:30 · Valuation07:00 every morningNothing is sent on an empty day
  1. 1

    Diarise the appointment

    Create an appointment with a title, a type, a start date and a start time. Whoever is on its Who has access list is who the digest will reach.

  2. 2

    07:00 South African time

    A cron on the background API fires at 07:00 in Africa/Johannesburg, pulls every appointment falling inside today, and groups them per agent.

  3. 3

    One email each

    The subject reads Your 3 appointments today. Inside is a table of start time, title, type and description, earliest first, with all-day items marked All day.

  4. 4

    Quiet on empty days

    If nothing is booked for today the digest is skipped rather than sending an empty email, and only user records on the appointment are addressed.

Why it matters

Built for the way South African agents actually work.

Your 3 appointments todayGood morning, ThandekaWestdene show dayAll day · Show dayViewing at 28 Kliphaas Avenue09:00 · ViewingValuation for Ilse Venter11:30 · Valuation

Earliest first, all-day flagged

Appointments sort by start time and all-day items show as All day, so the email reads in the order you will actually work through it.

Your 3 appointments todayViewing at 28 Kliphaas Avenue09:00 · Viewing · Keys with Wynand Loubser

Time, title, type and notes

Each row carries the start time, the appointment title, the appointment type, and whatever description you captured on the diary entry.

Viewing at 28 Kliphaas AvenueWho has accessGuestsRidwaan AchmatInvite sentNothing is sent on an empty dayGuests are never copied

Agent only, no empty sends

Only the user records on the appointment's Who has access list are addressed, never clients or guests, and if nothing is booked for the day the digest is skipped rather than landing as an empty email.

Questions

About Daily Digest.

Can I get this as a WhatsApp instead?

No. The digest arrives by email today.

Can I change the time or turn it off?

Not yet. It is a fixed 07:00 Africa/Johannesburg job with no per-agent cadence setting, no out-of-office pause and no forwarding to a covering agent.

Does it include leads, tasks or team performance?

No. Today the digest covers appointments only. Leads, tasks and per-agent performance live in the CRM and in notifications, not in this email.

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