Practice Intelligence & the AI Action Centre
Every day, WeekdayApp puts together a short brief of the things most worth your attention — overdue invoices, compliance deadlines, work in progress that's stalling, clients slipping in profitability, and team members carrying too much. This page explains what you're looking at, what's real and what's AI, and exactly what happens when you act on something.
The Daily Practice Brief: why only five items
You'll find the brief on the Practice Intelligence tab at /analytics/intelligence. It shows the five items that matter most right now, ranked by severity, how close a deadline is, and how much money is involved. Which clients and team members you can see in the first place is a separate visibility filter, not part of that ranking — see “Who sees what” below.
There may be more candidates behind the scenes than the five you see — the brief tells you the total candidate count alongside the top five, so you know there's more happening in your practice than the headline items, without drowning you in a long list every morning.
Evidence and severity
Every item in the brief carries evidence — the specific facts behind it: an amount, a due date, an invoice or task reference, how many days something has been outstanding. That evidence is calculated directly from your firm's own records. Nothing about an amount, a date, or an identifier is written, guessed, or adjusted by AI — it comes straight out of your data, the same way the rest of WeekdayApp's reports do.
Critical
Needs attention now — a hard deadline, a large overdue amount, or a serious risk.
Warning
Worth planning for soon, before it becomes urgent.
Info
An opportunity or observation, not a risk — useful context.
What's deterministic and what's AI
Finding each item and calculating its evidence is done by the same reliable, rule-based code that powers your other reports — it is authoritative, and it is what you'd see even with AI switched off entirely. AI is only ever layered on top, for three things: writing a short plain-language summary of why an item matters, drafting the wording of a task or a client message for you to edit, and — among the actions your permissions already make available for that item — suggesting which one to feature first, along with how confident it is in that suggestion.
AI never chooses an amount, a date, a client, or a link, and it never decides which actions are available to you or enabled for you — those come entirely from your own permissions and the underlying record. Its suggestion of which action to feature and its confidence score are just that — a suggestion — and change nothing about what you are able to do. AI is also not guaranteed to be available every time: if the AI provider is slow, times out, or is temporarily down, WeekdayApp falls back to plain, factual wording built from the evidence rather than failing the page. In practical terms: AI summaries are unavailable from time to time, and when that happens you still see every fact, every amount, and every deadline exactly as normal — only the AI-written explanation is replaced with a plainer, deterministic one.
Privacy: what reaches the AI provider
Writing a summary or drafting wording means sending some of that item's evidence to a third-party AI provider. We are deliberate about exactly what crosses that boundary — only what the AI needs to write accurate, factual prose, and nothing that identifies a record in our systems.
Sent to the AI provider
- Client and team member names
- Amounts — e.g. an overdue invoice total or unbilled value
- Dates — e.g. a due date or invoice date
- Status text and figures already shown in the brief — severity, days overdue, realization rate, weekly hours worked
Never sent
- Record identifiers — invoice, task, client, company, or user IDs
- Links to any record in WeekdayApp
- Banking details, invoice numbers, or payment instructions
- Document contents, attachments, or file text
The AI never sees anything you, the signed-in user, could not already see yourself. The same permission and assigned-client visibility checks that decide what appears in your brief run before anything is sent for AI summarisation or drafting, not after — so a restricted item never reaches the AI provider just because a summary was requested for it.
Review and confirm before anything happens
Opening an item and reading a draft never changes anything by itself. Closing a draft without confirming it changes nothing — no task is created, no message is sent, and nothing is marked as handled. The Action Centre only ever prepares a suggestion; every mutation — creating a task, sending a client message — needs you to explicitly review and confirm it in a confirmation dialog first. You can edit the wording, change details, or simply close the dialog and walk away, and WeekdayApp will not act on your behalf.
What each action actually does
Create task
Creates a real, internal follow-up task in WeekdayApp — visible to your team, not to the client. Nothing is created until you confirm the task's details in the dialog.
Send portal reminder
Posts a message that your client will see the next time they log in to their client portal — this is a real, outbound communication, so it only happens after you confirm the exact wording. Depending on their own notification settings, they may also be notified by email, push, or WhatsApp that a new message is waiting — those notifications never include the message text itself. Sending a portal reminder does not affect their invoice, their account, or their tax records; it's a message, nothing more.
Open record / Review assignment
These are navigation-only recommendations — they simply take you to the underlying invoice, task, client, or team member's workload so you can look closer or act yourself. Neither one creates, sends, or changes anything on its own.
Not tax advice, not a filing
WeekdayApp does not provide tax advice or file submissions through this feature. Compliance items in the brief flag deadlines and status from your own records — they are reminders, not opinions on tax treatment. Always confirm tax positions and SARS filings the same way you always have, with a qualified preparer.
Who sees what
You need the Practice Intelligence permission to see the brief at all — admins always have it. Within the brief, you only see items on clients you're assigned to, unless your role gives you visibility across the whole firm.
Creating a task needs task-editing permission; assigning it to a teammate needs task-assignment permission, and that teammate has to be on the same client's team — unless the teammate you're assigning to is themselves an admin or manager, in which case that team check is skipped for them. (Your own role doesn't change this — it's always the assignee's role that matters.)
Sending a client reminder needs client-editing permission, and you must already have access to that specific client. If you don't have a permission, the action simply won't be offered to you — you'll never hit a dead end after starting a draft.
Talking to Weekday
If your practice has Weekday enabled, a small teal orb sits in the header next to the timer. Click it, or press Ctrl+Shift+Space, and Weekday listens. Ask what needs your attention and it reads you the same brief shown above; ask it to look up a client, your tasks, or your time; ask it to start a timer or create a task. You can talk over it — it stops and listens. It closes itself after twenty seconds of silence.
Before Weekday creates or changes anything it shows a card with exactly what it is about to do and waits for a yes — spoken or clicked. Every number it says comes from your data, never from the model. It never sends anything to a client.
Your voice goes directly from your browser to the AI provider and is not stored by WeekdayApp. What you said and what Weekday said appear in a line under the header while you talk and are not kept afterwards.