Ops & Chief of Staff · Brief & Summarize
Morning brief from Outlook, Teams, and your CRM before the first meeting
Doe triages 80+ Outlook emails into reply-needed and noise, surfaces Teams threads waiting on executive decisions with time-since-posted context, and flags overnight pipeline movement and at-risk deals from Salesforce.
Works acrossOutlookMicrosoft TeamsSalesforce
What you get.
Outlook emails sorted into reply-needed, delegate, and noise. Critical Teams threads surfaced. Overnight pipeline changes from Salesforce included. One brief, delivered before the first meeting.
The morning starts with 80 emails and 6 unread Teams channels
For execs on the Microsoft stack, the morning starts with 80+ Outlook emails and 6 Teams channels with unread messages. By the time they have triaged everything, the first meeting started 10 minutes ago. They walk in without knowing the pipeline moved $200K yesterday or that a customer escalation is waiting in Teams.
Last week, the CEO missed a reply-needed email from the lead investor buried in 40 threads. It sat for 3 days. The EA found it, but the damage was a delayed term sheet review. Meanwhile, a Teams thread in #leadership had a headcount decision that needed CEO input. Nobody escalated it because everyone assumed the CEO was reading Teams.
What changes.
- 01Morning triage timeBefore · 45-60 minutes scanning Outlook and Teams before the first meetingWith Doe · Brief ready at 6:30 AM. Review takes 5 minutes.
- 02Missed emailsBefore · Important threads buried in 80+ emailsWith Doe · Reply-needed emails surfaced and prioritized by sender and urgency
- 03Teams visibilityBefore · Exec assumes someone will escalate important threadsWith Doe · Critical threads surfaced with context and time since posted
- 04Pipeline awarenessBefore · CRM checked ad hoc or during pipeline reviewsWith Doe · Overnight pipeline changes and at-risk deals in the morning brief
How Doe builds the Microsoft morning brief
- 01Scans Outlook for emails needing a reply, sorted by urgencyOutlook74 emails received since 6 PM yesterday. 12 need a reply (3 from board members, 2 from direct reports with decisions attached, 7 routine). 4 are FYI-only from automated systems. 58 are newsletters, notifications, or CC'd threads.
- 02Scans Teams channels for threads needing exec attentionMicrosoft Teams3 threads need exec attention: a headcount approval request in #leadership (posted 14 hours ago, no response), a customer escalation in #customer-success (Tier 1 account, NPS dropped to 3), and a product launch timeline change in #product (shifted by 2 weeks, downstream impact on sales enablement).
- 03Pulls overnight pipeline movement and at-risk dealsSalesforcePipeline moved $340K yesterday. 2 deals advanced to negotiation. 1 deal ($180K) marked at risk by the AE with a note: "Champion left the company." Next week's forecast: $1.2M expected close.
- 04Assembles the morning brief with priorities and contextDoeMorning brief: 12 emails needing reply (investor emails first), 3 Teams threads requiring decisions, and the pipeline summary. The $180K at-risk deal flagged prominently since the champion departure changes the forecast.
- 05RecurringEvery morning at 6:30 AMWeekday mornings at 6:30 AM. Outlook triage, Teams threads, and pipeline changes in one brief before the first meeting. Morning brief in Doe.
Up and running in under ten minutes.
- 01Connect your toolsOne-click OAuth for each integration. No API keys, no engineering.
- 02Describe what you need“Every weekday at 6:30 AM, scan my Outlook for unread emails and sort them into reply-needed, FYI, and noise. Check Microsoft Teams for threads in my key channels that need a decision or response. Pull pipeline movement and at-risk deals from Salesforce. Assemble everything into a morning brief with the most urgent items first.”
- 03It runs on scheduleEvery weekday at 6:30 AM. The brief is ready in Doe before the first meeting.
Before you delegate.
- 01Does it work with HubSpot instead of Salesforce?Yes. Doe supports Salesforce, HubSpot, and Attio for CRM data. The Outlook and Teams scanning works the same regardless of which CRM you use.
- 02Can I customize which Teams channels are scanned?Yes. You specify which channels matter for the morning brief. Most execs configure 4-8 channels. Doe only surfaces threads that need a decision or response, not general conversation.
- 03How does Doe decide which emails need a reply?Doe analyzes email content, sender relationship, and thread context. Direct questions, decision requests, and VIP senders (investors, board, direct reports) are flagged. Newsletters, automated notifications, and CC-only threads are filtered out.
- 04Can I get the brief delivered to Outlook instead of Doe?Yes. Doe can send the brief as an Outlook email to your inbox, or you can read it in Doe. Most execs prefer Doe because it keeps the brief separate from the inbox it is summarizing.
- 05Does it handle shared mailboxes or delegate access?Yes. If an EA manages the exec's inbox with delegate access, Doe can scan the primary mailbox and deliver the brief to both the exec and the EA. The EA can also configure additional routing rules.