CHAPTER 015 min
Design the briefing template
Executive Assistant writes to a template. Design it once, then let it run.
DO THIS
- Pick the sections: revenue, pipeline, marketing, risk
- Set the tone
- Confirm the length target
TIP
One screen. If it needs a scroll, the template is wrong.
NEXT CHAPTER
02 · Wire the data sources
CHAPTER 026 min
Wire the data sources
The briefing reads from every module in real time. Confirm each source.
DO THIS
- Confirm revenue feed
- Confirm pipeline feed
- Confirm marketing feed
TIP
Each source needs a fallback. If one goes dark, the briefing degrades gracefully.
NEXT CHAPTER
03 · Auto-generate on schedule
CHAPTER 035 min
Auto-generate on schedule
Ship the briefing at the same time every morning. Consistency > cleverness.
DO THIS
- Schedule for 7am local time
- Send via email + Slack
- Log delivery reliability
TIP
The briefing arrives before coffee. That's the point.
NEXT CHAPTER
04 · Add exec commentary layer
CHAPTER 045 min
Add exec commentary layer
The auto-briefing is 80%. The exec adds the last 20% before it goes to the team.
DO THIS
- Enable exec-edit window
- Set the 15-minute review
- Ship at 8am
TIP
The commentary is where trust compounds. Don't skip it.
NEXT CHAPTER
05 · Retire the old reports
CHAPTER 055 min
Retire the old reports
The briefing replaces the reports. If it doesn't, the whole point is defeated.
DO THIS
- Kill the Monday PowerPoint
- Kill the weekly all-hands slides
- Redirect the freed hours
TIP
The reports won't retire themselves. Delete the templates.
WRAP UP
You've reached the outcome.
A shared, dependable morning briefing — no more slide decks assembled at midnight.