Ops & Chief of Staff · Build & Package
Your morning leadership brief writes itself
Pipeline from Salesforce, revenue from Stripe, product movement from PostHog, and overnight escalations from Slack, packaged into one brief before leadership logs on.
Works acrossSalesforceStripePostHogSlackGmailLinear
What you get.
Pipeline data from Salesforce, revenue from Stripe, product metrics from PostHog, and overnight escalations from Slack, all packaged into a morning brief and delivered via Gmail before the first meeting.
Every morning shouldn't start with six browser tabs
It's 6:45 AM. Your first leadership meeting starts in an hour, and you're already logging into Salesforce for pipeline, Stripe for revenue, PostHog for product engagement, Linear for sprint status, and Slack for anything that blew up overnight. Six tools. Six logins. Six different data models that somehow need to become one coherent narrative before coffee.
If there's no Chief of Staff, the founder does it. If there is a Chief of Staff, most of the morning still goes to assembling a briefing leadership can actually use: what moved in pipeline, what changed in revenue, what slipped in the roadmap, and what needs escalation before people start asking.
What changes.
- 01Data collectionBefore · Manual login to 6 tools before the first meetingWith Doe · API pulls from Salesforce, Stripe, PostHog, and Slack finish by 6 AM
- 02Assembly timeBefore · Manual assembly across tools every morningWith Doe · Brief lands in Gmail by 6 AM. Review, tweak, forward
- 03Error riskBefore · Copy-paste mistakes, stale numbersWith Doe · Numbers pulled via API and cross-checked against prior day
- 04Output per operatorBefore · Chief of Staff spends mornings pulling data instead of acting on itWith Doe · Chief of Staff spends time on decisions and follow-through
How Doe builds your morning brief
- 01Pulls pipeline movement and forecast changesSalesforce3 deals changed stage overnight, with a forecast gap emerging in the mid-market segment
- 02Reads revenue, churn, and expansion activityStripeNet-negative revenue day from two churned accounts, partially offset by one expansion upsell
- 03Scans product engagement and activation trendsPostHog12% activation drop in the onboarding funnel and a usage spike on a newly shipped feature
- 04Pulls sprint velocity and blocked issuesLinear2 issues blocked since yesterday and 1 milestone at risk of slipping this week
- 05Scans overnight escalations and open threadsSlackUnresolved customer escalation in #support and a hiring blocker flagged in #eng
- 06Synthesizes cross-system signals into a narrative briefDoeDoe connected the pipeline gap, churn spike, and activation drop into one coherent risk narrative with recommended actions
- 07Delivers the morning brief to leadership inboxesGmailDoe sent the brief before the first meeting with metrics that moved, what needs attention, and next steps
- 08RecurringEvery weekday at 6:00 AMDoe assembles and delivers the morning leadership brief before anyone opens their laptop. Pipeline, revenue, product metrics, engineering velocity, and team pulse all land in one clean document on schedule. Delivered via Gmail to CEO and leadership team.
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 morning before 7 AM, pull pipeline changes from Salesforce, revenue and churn from Stripe, product engagement from PostHog, blocked issues from Linear, and anything that escalated in Slack overnight. Format it as a one-page brief and email it to the leadership team.”
- 03It runs on scheduleEvery weekday at 6 AM, the brief lands in your inbox before the first meeting.
Before you delegate.
- 01Can I customize which metrics appear in the morning brief?Yes. You define the metrics, thresholds, and narrative structure. Want to add NPS scores from Intercom or burn rate from Ramp? Just add the source and Doe will incorporate it into the brief template.
- 02What if a data source is temporarily unavailable?Doe flags any tool that fails to respond and delivers the brief with available data, clearly noting which sections are pending. You get alerted separately so nothing silently drops.
- 03Can the brief be shared with the board?Yes. Doe generates a separate board-ready version: simplified metrics focused on growth and risk, executive-level summary instead of operational detail. Both versions run from the same data pull, so they stay in sync.
- 04How does Doe handle week-over-week comparisons?Doe stores historical snapshots from each run. Your brief includes WoW and MoM deltas for every metric, with color-coded indicators for trends.
- 05Can multiple people receive different versions of the brief?Yes. You can configure role-specific briefs: a detailed version for the CEO, a pipeline-focused version for the CRO, and a product-focused version for the CPO. All generated from the same data pull.
- 06What tools does Doe support for the executive brief?Salesforce, Stripe, PostHog, Linear, Google Sheets, HubSpot, and most tools with a reporting API. Common sources take about 15 minutes each to connect. If your tool has an API, Doe can pull from it.
- 07How long does it take to set up the morning brief?About 30 minutes to connect your tools and define which metrics you want. Then 2-3 runs over the first week to refine formatting and depth. Most teams have their final template locked in within a week.