My Day: the producer's day in one list

A producer's work is usually spread across the inbox, pipeline, renewals and follow-ups. This demo shows My Day in Salesforce: a morning push to the producer's phone, then one list written early each morning by several agents, every item badged with the agent that wrote it and its reason.

Overview

For producers at an insurance agency, and the managers who support them. A producer's day usually starts in a dozen places, and pulling it together takes the first part of the morning. My Day brings the day's work into one place before the producer starts.

What you'll see

Before the producer starts, a push notification reaches her phone: her briefing is ready, with the first call to make. On her Salesforce Home, My Day shows the day as one list, and every item carries the badge of the agent that wrote it. The video then shows the same day as a single My Day page: the briefing at the top with the first call, and the list below it.

How it works in Salesforce

Several agents contribute to the list, each on its own schedule:

Daily Briefing, an Agentforce agent that runs every day at 6:15 AM, writes the briefing and sends the push.

Producer Coach, an Agentforce agent that runs every day at 6:12 AM, adds the coaching items.

Lead Coach, an Agentforce agent that runs every day at 6:18 AM, adds follow-ups for leads that have gone quiet.

Meeting Scheduler adds the meeting requests. It runs on fixed rules rather than AI.

Each item states its reason. The agents prepare and recommend; the producer decides what to act on.

Where people stay in control

The narration's closing point is that nothing is done without the producer: the list sets out the work and the reasons, and the producer chooses what to do with each item.

Configured for your organization

PS Advisory provides these agents as a foundation and configures them for your org, including which agents feed the list and when they run. Each agent's own workflow is shown in detail in its own video in this series.

Live Salesforce screens. Client data is simulated; the briefing and the list are written each morning.