Daily Call Reviews - Momentum

Overview

Daily Call Reviews send personalized email digests every morning at 8:00 AM in each recipient’s local time zone. These emails help reps prepare for upcoming calls and keep managers connected to their team’s activities.

Two Features in One

Daily Call Review for Reps

• Sent to all call attendees (not just hosts)
• Includes today’s upcoming calls with context from previous meetings
• Includes yesterday’s call summaries with action items
• Subject line: Keep the momentum daily

Daily Call Review for Managers

• Sent to team managers
• Two separate emails that can be enabled independently:
  • Team Focus (Today’s Upcoming): Momentum Daily — Team Focus
  • Team Recap (Yesterday’s Recap): Momentum Daily — Team Recap
• Shows a smartly prioritized list of team meetings based on deal stage, opportunity amount, and conversation topics

Prerequisites

• Momentum AI installed with your preferred call provider
• Admin access for organization-wide settings
• Call recordings and summaries enabled
• Salesforce integration active (for contextual information)

Daily Call Review for Reps

Admin Configuration

Enable the Feature

1. Log in to your Momentum admin dashboard
2. Navigate to Momentum AI Settings → Email section
3. Toggle Daily Call Review for Reps to ON
4. Click Save settings

Important: When enabled, all users automatically receive emails. Users must opt out if they don’t want to receive them.

Manage Exclusions (Optional)

Use the toggle to switch between Exclude and Include modes:

• Exclude mode (default): People on the list will never get emails. Add users via Select users to exclude… and save.
• Include mode: Only people on the list will receive emails; the exclude list is ignored while this is on. Add users via Select users to include… and save.

If a user turns off the feature for themselves, they are removed from the include list and automatically added to the exclude list. Remove someone from either list by clicking the X on their user block and saving.

User Configuration

Users can opt out of Daily Call Reviews:

1. Navigate to Momentum Settings
2. Locate the Daily Meeting Review card
3. Toggle Daily Call Review Email to OFF to stop receiving emails

What Reps Receive

Today’s Upcoming Calls:

• Meeting title, time, and participants
• Context from previous calls with the same attendees
• Associated action items from prior conversations
• Salesforce details: Account, Opportunity, Amount, Stage
• Direct link to call page

Yesterday’s Calls:

• Meeting title and time
• Compact summary (4 lines max)
• Associated action items
• Salesforce context
• Direct link to call page

Daily Call Review for Managers

Note: This feature may require a feature flag. Contact support@momentum.io if you don’t see it.

Admin Configuration

Enable Email Types

1. Log in to your Momentum admin dashboard
2. Navigate to Momentum AI Settings → Email section
3. Locate Daily Call Review for Managers

Toggle on the email types you want to enable:

Yesterday’s Recap:

• Subject: Momentum Daily — Team Recap
• Summaries of yesterday’s meetings for direct reports

Today’s Upcoming:

• Subject: Momentum Daily — Team Focus
• Prep notes for today’s meetings with context from previous calls

Click Save settings to apply. Important: When enabled, all managers automatically receive emails. Managers must opt out if they don’t want to receive them.

Manage Exclusions (Optional)

Use the toggle to choose how you target manager emails:

• Exclude mode (default): Managers on the list never receive either email type. Add them via Select users to exclude… and save.
• Include mode: Only managers on the list receive the emails, and the exclude list is disabled while this is on. Add them via Select users to include… and save.

When a manager turns off the feature in their personal settings, they are removed from the include list and added to the exclude list. Remove someone from either list by clicking the X on their user block and saving.

Manager Configuration

Managers can opt out or customize which emails they receive:

1. Navigate to Momentum Settings
2. Locate the Daily Meeting Review card
3. Toggle Email me a daily review of my team’s meetings to OFF to stop all manager emails

Or customize individual emails:

• Keep the master toggle ON
• Toggle Yesterday’s Recap or Today’s Upcoming individually

What Managers Receive

Manager emails show a smartly prioritized selection of team meetings, filtered based on:

• Opportunity stage and amount
• Conversation topics and key moments
• Deal importance and activity

Team Focus Email (Today’s Upcoming):

• Subject: Momentum Daily — Team Focus
• Prioritized list of today’s scheduled meetings
• Meeting title, time, and participants
• Account and Opportunity (if mapped to Salesforce)
• Context summary from previous calls (4 lines max)
• Link to call page

Team Recap Email (Yesterday’s Recap):

• Subject: Momentum Daily — Team Recap
• Prioritized list of yesterday’s completed meetings
• Meeting title, date/time, and participants
• Account and Opportunity (if mapped)
• Compact summary (4 lines max)
• Link to call page

Troubleshooting

Not Receiving Emails?

Check in this order:

1. Admin Settings: Verify the feature is enabled in admin dashboard
2. Exclusion List: Check if you’re on the admin’s exclusion list
3. Personal Settings: Verify your toggle is ON in personal settings
4. Wait for Next Email: Emails send at 8:00 AM local time; changes apply to the next scheduled email

Missing Salesforce Context?

• Verify your Salesforce integration is active
• Check that calls are mapped to Salesforce objects
• Ensure attendee emails match Salesforce Contact or Lead emails

Manager Sub-Toggles Disabled?

• Admin must enable the corresponding email type
• Contact your admin to enable it
• If the issue persists, contact support@momentum.io

Best Practices

For Admins

Rollout Strategy:

• Communicate the change before enabling (users receive emails automatically)
• Start with one email type for managers before enabling both
• Use exclusions sparingly (executives or specific roles only)

Monitoring:

• Track opt-out rates to gauge adoption
• Gather feedback on email quality and relevance

For Reps

• Review emails every morning before calls
• Click through for deeper context when needed
• Follow up on action items from previous calls

For Managers

• Skim emails to identify coaching opportunities
• Reference specific calls in 1-on-1s
• Disable email types that aren’t providing value

Support

Need help with Daily Call Reviews?

• Slack: Use your shared Momentum channel
• Email: support@momentum.io