With new User and Admin Digests, sales reps and managers alike can opt-in to automated daily or weekly summary emails that give a snapshot of their most important leads, tasks, and activities—so everyone can stay ahead of their most valuable opportunities.
Email Digests are available now in Nutshell, and you can manage your subscriptions anytime under Settings > Your settings > Email digests.
Your pipeline doesn’t slow down just because your day gets busy.
Between meetings, follow-ups, tasks, and new leads coming in, it’s easy to lose track of what needs attention right now. Email Digests are designed to solve that problem with a friendly, digestible summary delivered straight to your inbox.
No extra reports. No extra clicking around. Just a clear snapshot of what matters most—so you can take action faster and keep work moving.
Meet your email digests
Email digests are automated daily or weekly email subscriptions for Nutshell teams that highlight key pipeline activity and action items.
They’re built for two different roles:
User digest for sales reps (personal, based on your assigned leads)
Admin digest for admins and managers (team-wide visibility and performance)
And because every section links to the relevant list, report, lead, or activity in Nutshell, you can go from “What should I do next?” to “Done” in a couple of clicks.
The User digest
The User digest is a personalized email for sales reps that helps you focus on your assigned leads and what’s coming up next.
You can choose daily or weekly delivery (sent on weekdays only).
What you’ll see in the User digest
Depending on your schedule, your digest includes highlights like:
Open and closed leads snapshot to quickly see what’s active and what has recently closed
Tasks, including overdue manual tasks and incomplete automated steps that need attention
Scheduled activities like upcoming meetings, calls, and follow-ups on your calendar
Hot leads so your highest priority opportunities don’t get buried
Leads closing soon so nothing slips past its close date
Icebox leads you haven’t contacted in a while that may need a nudge
Pipeline overview (weekly digests) for a quick read on your personal pipeline metrics
This digest is all about helping you start your day or week with clarity—so you can prioritize your outreach, stay organized, and keep deals moving.
The Admin digest
The Admin Digest is an admin-only email subscription designed for managers and admins who want a fast, reliable view of overall team performance and pipeline health.
You can choose daily or weekly delivery.
What you’ll see in the Admin digest
Admin Digests include a team-wide snapshot with sections like:
Top leads won from the prior period, so big wins are easy to spot
Hottest new leads recently added, including a two–three-sentence recap for quick context
Sales leaderboard ranking top performers by sales won
Pipeline overview with a stage-by-stage breakdown of deal flow
Top activity types showing what your team is logging most
Activity leaderboard tracking rep engagement and effort
It’s a simple way to stay connected to what’s happening across your pipeline—without spending your morning pulling reports.
How to subscribe
Email digests are available to all Nutshell teams on Nutshell Sales Pro and above..
To set up or update your subscriptions, head to Settings > Your settings > Email digests.
From there, you can pick your digest type(s) and your preferred delivery schedule.
Your pipeline, clearer every morning
Email digests are here to help you stay focused on what matters—your most important leads, the tasks that need attention, and the activity that keeps your pipeline healthy. If you’d like to start getting your summary emails, you can turn them on now. Or head to the Email digests support article to learn more.
Get a summary of every important lead, task, activity, and opportunity delivered straight to your inbox. Email Digests keep you and your team on track.
