Priority lists are delivered to you through HoneyBook AI's chat at 8am your timezone. These AI-generated lists can help you quickly prioritize the most impactful actions for your day and week ahead.
Adjust priority list settings
You can:
Turn priority lists on or off (on by default)
Adjust the cadence at which you receive priority lists (daily on weekdays by default)
You cannot:
Adjust the time that you receive priority lists (8am your timezone)
Customize what information shows in priority lists
Hover over your profile photo in the bottom left corner of your screen > select Company settings
Select HoneyBook AI
Adjust priority list settings:
Turn on or off: Toggle priority list ON or OFF
Adjust frequency: If priority list is toggled ON, click the preferred frequency drop-down and select your choice: daily on weekdays, every day, weekly on Mondays, or monthly at the start of the month
How to use priority lists
Priority lists help you instantly identify how to prioritize your day: such as task creation suggestions or important project follow-ups. Consider checking your priority list as you sign on for the day.
Here's how priority lists work:
Depending on your settings, you'll receive a priority list at 8am your timezone
The priority list is delivered through the AI chat, and you'll be notified with a:
Proactive message from the AI chat
Push notification on mobile (if you've downloaded the HoneyBook mobile app and enabled push notifications)
Click the notification to be brought to your priority list
From the priority list, you can:
Read through and review your top priorities
Click on hyperlinked text (e.g., "Draft email") to get started taking the suggested action
Click Show more to show more priorities
Enter a message in the chat with any follow-up questions
HoneyBook AI can make mistakes, so it’s always best to validate the information.
FAQ
How does HoneyBook AI generate priority lists?
HoneyBook AI leverages relevant business and account information to generate priority lists, including:
Upcoming meetings
Due and overdue tasks
Overdue and upcoming payments
Clients with outstanding replies
Emails, files, and project notes
And more
With this information, HoneyBook AI will identify what actions are most impactful for your day and provide smart suggestions.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!