---
schema_version: "1"
id: 7a52a9ce4056fb8f0e39d43be75bfc3110999445917d5d4565d65884e8a97de9
title: Sales | Review My Day
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_review_my_day.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_review_my_day.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d14bf73ba2ffaed95476749c1916e7646e68aff3e47d2959c3323dd6d59106c0
description: Provides an overview of the seller’s daily agenda, including pending tasks, meetings, leads, opportunities, and how the seller is tracking against their sales quota. Only the top three leads and opportunities that require your attention are shown. The leads are sorted in descending order of the annual revenue. The opportunities are sorted in ascending order of the Close Date. A maximum of three open tasks that the seller owns are shown in descending order of priority.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Review My Day

Provides an overview of the seller’s daily agenda, including pending tasks, meetings, leads, opportunities, and how the seller is tracking against their sales quota. Only the top three leads and opportunities that require your attention are shown. The leads are sorted in descending order of the annual revenue. The opportunities are sorted in ascending order of the Close Date. A maximum of three open tasks that the seller owns are shown in descending order of priority.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d102284e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d102284e70 ">To use Review My Day:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d102284e70 ">Review My Day</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d102284e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
                Actions</a>.</td>

          </tr>
        </tbody>
      </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">ReviewMyDay</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Review My Day</p>
              <p style="margin-bottom:0;">(reviewMyDay)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

          </tr>
        </tbody>
      </table>

## Review My Day and Prompt Templates

This agent action calls the Review My Day standard invocable action, which uses prompt templates of the type Review My Day to generate a daily brief. The specific prompt template calls a standard flow to fetch data and generate an overview of the day for the logged-in user. If an overridden flow exists, the custom (overridden) flow is prioritized over the Salesforce-provided (file-based) flow.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_important.png)

Important If the standard flow is customized, the seller must update the instructions in the corresponding prompt template. It’s important to update the prompt template to make sure that the LLM generates responses based on the output data provided by the custom flow.