Executive & Admin
Executive Daily Brief Agent
Assist-only · Standard · Critical severity
Works with: Outlook, Teams, D365 Sales, Business Central, Power BI
The problem
The owner's morning starts with five apps: calendar, inbox, CRM, financials, and whatever broke overnight. The information exists; the synthesis doesn't. Dashboards describe everything and prioritize nothing.
What the agent does
- Trigger: weekday, before the day starts.
- Reviews: today's calendar (with prep gaps), inbox items needing a decision, pipeline movement, cash/AR flags from BC, customer escalations, and yesterday's open follow-ups.
- Synthesizes a one-page brief: 3 decisions needed today, 3 things to know, today's meetings with one-line context, open promises coming due.
- Delivers to Teams or email. Optionally accepts replies ("tell me more about #2") as a conversational follow-up.
You need this if
- Owner is the bottleneck and starts the day reactive
- Important items surface late because they arrived in the wrong channel
- Existing dashboards go unopened
Who uses it
Owner/CEO, executives.
What goes in, what comes out
In: calendar, email, D365, BC, escalation signals. Out: one-page prioritized daily brief.
Why it pays
Sells on the owner's time and attention, not hours: the person whose decisions are worth the most starts every day already synthesized. Also the single best demo for opening the whole catalog conversation.
Built to be trusted
- Read-only; never replies to email or accepts meetings
- Brief visible only to the executive; no delegation without explicit setup
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.