Most reps start the day staring at a pipeline and guessing who matters. Lumenbase opens to a Today page instead. It hands you a briefing and a list of who to reach.
The AI behind it is Lumo. It reads your full workspace and builds the list every day.
1.What the daily briefing includes
The Today page gives you two things:
Codexes are playbook definitions you set up once. They tell Lumo what a good follow-up looks like for each kind of contact. The recommendations come from those rules, not random scoring.
- A Lumo-powered daily briefing
- Per-contact recommendations: who to contact, pulled from your Codexed lists
A normal CRM shows you everything at once. Every open deal, every stale contact, every task. You scroll and pick. That picking eats time and misses people.
Lumenbase ranks contacts for you on Today. Lumo looks across Lists, Leads, Deals, and Accounts, then surfaces the contacts worth your attention now. You review the list and send every follow-up yourself.
3.How it builds the list
Three pieces feed the briefing:
So you don't just get a name. You get why that name is on the list.
- Your Codexes define the playbook for each contact type.
- Lumo reads your funnel, activity history, and timing.
- The Today page shows the ranked result, with the reason attached.
4.Where it lives
The briefing shows up two ways:
Both run on the Lumo (copilot) plan. There are rate limits per plan, like how many contacts get processed per Today run.
- The Today page (`/today`)
- A Today module on your dashboard
5.Who this is for
Revenue operators at $2M to $30M ARR companies. People who'd rather act on a short ranked list than dig through a full pipeline every morning.
6.Frequently asked questions
6.1.What is an AI daily briefing in a CRM?
A short morning summary plus a ranked list of who to contact, built by the AI from your data.
Lumo reads your funnel and applies your Codexes, the playbooks you define for each contact type.
6.3.Does it explain why someone's on the list?
Yeah. Recommendations come with the reason, so you're not guessing why a contact surfaced.
6.4.Where do I see it?
On the Today page, or as a Today module on your dashboard. Both run on the Lumo plan.