> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/next-best-action/configuration/configure-next-best-action/digest-settings.md).

# Digest Settings

The **Next Best Action Digest** provides a consolidated summary of AI-generated recommendations for records owned by the user. It helps users quickly identify and act on high-priority items without navigating through multiple CRM records.

{% hint style="info" %}
**Note:** \
\
Users must be assigned at least one of the following security roles to receive the Next Best Action Digest:

* Next Best Action User
* Next Best Action Administrator
  {% endhint %}

**Configure Digest Frequency**

Go to **Settings**.

You can choose how often you want to receive the digest:

* **Daily** - Receive a summary of recommendations every day.

<figure><img src="/files/yxsrBnOunvxKjWT5Akcr" alt=""><figcaption></figcaption></figure>

* **Weekly** - Receive a summary of recommendations once a week.

<figure><img src="/files/eqEk9wB2UMuwl79MPVhc" alt=""><figcaption></figcaption></figure>

**Digest Scope**

The digest includes:

* Next Best Actions generated for records where the user is the owner
* Recommendations based on configured entities and active AI models

**Digest Components**

Entity Configuration

Ensure that Next Best Action is configured and published for the required entities. Only configured entities will be included in the digest.

<figure><img src="/files/Kr1kBqjbTVA20eRdknRB" alt=""><figcaption></figcaption></figure>

**Digest Email**

The digest is delivered via email and includes:

* A prioritized list of recommended actions
* Entity type and associated record name for each recommendation
* Priority level (High, Normal, Low) to highlight urgency
* An option to open the record directly and take action

<figure><img src="/files/2Se0Mew4Ea1z7craiaaa" alt=""><figcaption></figcaption></figure>

**View Records Navigation**<br>

* When the user clicks the **“View Records”** button in the digest email, they are redirected to the **“My Next Best Actions”** view in CRM.

<figure><img src="/files/zutEeknYFPxoDjgcqoSB" alt=""><figcaption></figcaption></figure>

•  This view displays all relevant recommendations in a structured format for further action.

#### Trouble Shooting

If after solution import, the Power Automate flow may sometimes be turned off. Please ensure the [flow is active/turned on](https://docs.inogic.com/next-best-action/faqs), as this may cause you to not receive the digest email.