Radar briefings and morning briefs: your AI day-opener

AI is built into the platform — there is no add-on licence and nothing to enable. While you're asleep, Current reads your portfolio and your book and writes two different briefings: Radar, for the people delivering the work, and the morning brief, for the people selling it. Both are grounded in records you can click through to. Neither one changes a record for you — no deal stage moves, no ticket closes, no task reschedules, no customer email.

Every night, Current reads each active project's real signal — its tasks and tickets (including their descriptions, notes, and resolutions), recent comments, and the project's health factors — and produces three things: a short status summary written to be skimmed in seconds, a trend (improving, stable, or worsening), and a list of concrete risks ordered most severe first.

Each risk carries a severity, a plain-language note on the likely impact, and — this is the part that matters — an evidence line naming the specific task, ticket, comment, or metric it came from. A risk with no real record behind it doesn't get written.

You'll meet Radar in two places. On My Day it's the dark band across the top: the three highest-severity risks across your own projects as cards, tiered ACT NOW / WATCH / NOTED, with the rest a click away in a drawer. The project chips in the band filter the work queue below them, so you can go from "what's on fire" to "the rows it lands on" without leaving the page. On a project's own page, the AI Overview panel carries the same summary, trend, and risks for that project alone. See "My Day: your personal cockpit."

You don't have to open the app to hear about trouble. Each morning, Current sends one email per person covering only the projects they're assigned to that are actually going wrong — an AI trend of worsening, a high-severity risk, slipping dates, over budget, or a poor health score. One email with a section per project, not a fragment per risk.

"Assigned" means the same thing it means on My Day: project lead, task assignee, or the linked primary or secondary PSA resource. If none of your projects are worsening, you get no email — that's the design. Weekends are skipped entirely, and it respects your at-risk alert preference — turn the at-risk event off (account menu → Notifications) and it stops. See "Notifications in Current: the bell, email, and Teams."

Sellers get a different artefact, composed from the same night's work: a two-column brief on Sales Home. The left column is opportunities to move on; the right is accounts needing attention. Each bullet carries its evidence and links straight to the company or the deal it came from. Sales managers get a third element — a short team summary with each rep's pace, open pipeline, and at-risk account count.

Ticking a bullet off marks it done for today (a personal view preference, not an action on the record). Refreshing the card regenerates your brief and brings every bullet back. The same composed brief is what gets emailed — the in-app card and the email can never disagree, because there's exactly one of them.

Alongside the brief sits a small set of coaching insights, and its architecture is worth understanding because it explains why it stays useful. Deterministic rules find the candidates; the AI only ranks and phrases them. Eight kinds today:

• ＋Stale deal — an open deal with no logged activity for more than 14 days, weighted by amount.
• ＋Deal risk — an open deal past its projected close date, or sitting in a stage more than twice that pipeline's median deal duration — or, when the pipeline has too little history to compute a median, more than 30 days.
• ＋Renewal risk — a renewal deal whose contract ends within 45 days with nothing logged in the last 14.
• ＋Whitespace pitch — a customer missing an offering that similar customers hold, scored by what it's worth. See "The whitespace grid: find every cross-sell gap."
• ＋Partner pulse — a sustained, multi-signal drop across the last 14 days against the account's own baseline: the account has gone quiet.
• ＋Champion risk — the relationship runs almost entirely through one contact and that contact has stopped answering; urgent when a renewal is close.
• ＋Stale thread — you emailed and nobody replied for five business days on an open deal.
• ＋Afterglow — a healthy project just finished, so the moment to pitch the next step is now.

The cap is the point: no more than three active insights per seller per day, and a dismissed insight stays quiet for three weeks. It writes nothing to Autotask, and it never messages a customer. The insights show on Sales Home, and the same bullets feed your morning brief (in-app and the Mon/Wed email). One kind — champion risk — also drops a multi-thread to-do on your CRM task list, which syncs to Microsoft To Do if you have that connected. Too much noise and people stop looking, and a coach nobody reads is worse than no coach.

The exact clock for all of these — and for every integration sync underneath them — is in "How often does Current sync? Every schedule, in one table."

• ＋PSA tickets, projects, tasks, and contracts or agreements, as synced into Current (fresh to within one poll cycle).
• ＋Your synced Microsoft 365 email threads and meetings with known CRM contacts.
• ＋CRM activity notes, deals, and their renewal-defence scores.
• ＋CrewHu satisfaction scores, when connected.
• ＋The nightly signal ledger — the deterministic daily counts of tickets opened, meetings, hours logged, seats, and Current Score.