> ## Documentation Index
> Fetch the complete documentation index at: https://reyda.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunity briefing

> How the daily or weekly opportunity briefing works, where it is delivered, and how to set up a routine that has Emma review new matches for you.

The opportunity briefing is a routine that sends one summary of opportunities Emma has qualified for your company, daily or weekly, by email or in Slack.

## How it works

1. Reyda matches new notices against your company profile every day. Each match gets a verdict and an explanation of why it matched your profile, without any work from Emma. See [How matching works](https://reyda.mintlify.site/opportunities/how-matching-works.md).
2. You can ask Emma to qualify an opportunity, in chat or through a review routine. She reads the notice and the documents Reyda holds, checks them against your profile and evidence, and can save a bid/no-bid report on the opportunity's Pipeline item. See [Bid/no-bid report](https://reyda.mintlify.site/pipeline/bid-no-bid-report.md).
3. At the scheduled time, the briefing sends Emma's qualifications that haven't been briefed yet. If there is nothing new, it sends nothing.

The briefing runs in the morning in your timezone, every day or every Monday.

> [!TIP]
>
> For a regular summary with Emma's view on new matches, set up a review routine. See [Have Emma
> review new matches on a schedule](#have-emma-review-new-matches-on-a-schedule).

## What a qualification does

Emma's qualification is information for your decision, not an action. A relevant match or a positive review doesn't create a Bid Room or start a response. Emma reuses the opportunity's existing Pipeline item for her report instead of creating another one. You decide whether to pursue and whether to bid.

## Before you start

* Your organization needs an active plan. Emma's qualification work and routine runs use AI credits.
* The briefing is set up automatically for owners, admins and editors when they start using Reyda.
* To receive it by **Email**, Emma's mailbox must be set up. To receive it in **Slack**, an admin must connect Slack.

## Choose how often and where

The briefing settings live in **Settings → Notifications**. This tab is available to owners and admins.

**1. Open **Settings → Notifications****

**2. Choose where the briefing goes**

Under **Where Emma should send your opportunity briefing**, choose:

* **Email**: sent from Emma's mailbox.
* **Slack DM**: a direct message in the connected Slack workspace.
* A Slack channel from the list.

**3. Turn on **Enable email Digest****

It can't be switched on until a destination is available, and the briefing doesn't run while it is off.

**4. Under **Email me about this**, choose **Daily** or **Weekly****

Changes save automatically.

### Send the briefing to a Slack channel

Only public channels where Emma is a member appear in the list.

**1. Choose **Add Emma to a Slack channel…****

**2. Open the public channel in Slack**

**3. Send `/invite @Emma` in the channel**

**4. Return to Settings and click **Refresh channels****

**5. Pick the channel from the list**

If no new channel appears, check that Emma was invited to a public channel in the connected Slack workspace.

## Find it in Routines

The briefing also appears on the **Routines** page as **Opportunity briefing**. You can change its schedule or pause it there. Reyda manages what it does, so you can't edit its instruction. See [Routines](https://reyda.mintlify.site/automation/routines.md).

> [!NOTE]
>
> **Briefing, digest and search profile emails.** These are different. The opportunity briefing summarises opportunities Emma has qualified. Search profiles can
> also send their own **Email updates** for new results. See [Search profiles and
> alerts](https://reyda.mintlify.site/opportunities/search-profiles-and-alerts.md) and [Notifications](https://reyda.mintlify.site/account/notifications.md).

## Have Emma review new matches on a schedule

A routine only qualifies opportunities when its instruction explicitly asks Emma to review them. The briefing schedule on its own doesn't.

**1. Start a new routine**

Open **Routines** and click **New routine**, or ask Emma in chat to set one up.

**2. Set the schedule**

Choose **On a schedule**, for example **Every weekday**, and set the **Time**.

**3. Write the instruction**

In **What it does**, tell Emma which opportunities to review and what to report.

Example instruction

Review the new Recommended opportunities from the last day. For each one, check the notice
and documents against our profile and give me pursue, watch or pass with your reasons. Generate
a bid/no-bid report for any opportunity already in our Pipeline. Don't create Bid Rooms. If
there is nothing new, say so in one line.

**4. Choose delivery and create the routine**

Under **Delivery method**, choose **In chat** or **Slack**, then click **Create routine**.

Each run is a normal Emma task and uses credits. See [Routines](https://reyda.mintlify.site/automation/routines.md).

## Follow up on a qualification

Open the opportunity, or ask Emma in chat.

Ask Emma

Qualify the two new cleaning contracts in Recommended against our profile, add them to the
Pipeline and generate a bid/no-bid report for each.

Ask Emma

Why does the Rotterdam IT support tender look like a poor fit? Which part of our profile would
need to change?

## Related

> [card] [Monitor new tenders](https://reyda.mintlify.site/use-cases/monitor-new-tenders.md)

> [card] [Opportunity views](https://reyda.mintlify.site/opportunities/opportunity-views.md)

> [card] [Emma's mailbox](https://reyda.mintlify.site/automation/mailbox.md)

> [card] [Slack](https://reyda.mintlify.site/integrations/slack.md)


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