5
Priority Tasks Today
↓ 2 from yesterday
4
Meetings Today
→ Same as avg
2
Pending Decisions
↑ 1 new today
78%
Goal Velocity
↑ 6% this week
🔥 Critical Today
View All
Q2 Budget Review — sign-off neededCFO waiting since Tuesday · $2.4M at stake
Decision
Enterprise contract: Meridian HealthLegal cleared · CEO signature required today
Review
Board deck finalization — due 5pmSlides 14-18 need your data inputs
Ops
Reply to Sarah Chen re: partnershipPre-drafted response ready for review
Comms
1:1 with Marcus — prepare agendaMeeting at 2pm · 45 minutes
Meeting
📋 Today's Schedule
9:00
30 min
Leadership Sync
🧑💼 Sarah, Marcus, Dev · Zoom
AI: 3 open items from last week need status update.
10:30
90 min
Focus Block 🔒
📵 Protected time · No interruptions
AI will hold your inbox and triage messages.
2:00
45 min
1:1 with Marcus Webb
📍 Conference Room B
AI: Performance concern flagged — Q2 numbers 18% below target. Prep talking points?
🤖 AI Morning Briefing
Strategic
Competitor Nexus Labs announced Series B funding yesterday — $48M. Their pricing may shift. Your VP Sales needs a heads-up before the Meridian call.
Q2 pipeline is at 84% of target with 23 days remaining. Three deals in "verbal yes" stage need contract acceleration.
Team Pulse
Marcus missed his Q2 milestone by 18%. Recommend addressing in today's 1:1 — AI has drafted a coaching framework for you.
Dev team velocity up 22% this sprint. Recognize at the leadership sync.
Watch List
Meridian Health contract must close by EOD to hit Q2 numbers. Decision is yours — legal has cleared all terms.
Board deck due at 5pm. Slides 14-18 need your revenue narrative inputs. AI can draft if you send the numbers.
📊 Goal Velocity
View OKRs
Q2 Revenue Target
84%
Team Hiring Plan
60%
Product Launch Readiness
91%
Customer NPS Initiative
45%
📋 Prep for Marcus 1:1
✉️ Draft reply to Sarah
⚖️ What needs my decision?
🏥 Meridian deal status
📊 Board prep
🎯 Priorities
AI-ranked tasks based on urgency, impact, and your goals
✓
Meridian Health contract — CEO signature required todayLegal cleared all terms · $1.1M ARR at stake · EOD deadline
Decision
✓
Q2 Budget Review — sign-off with CFOJennifer waiting since Tuesday · Blocks 3 team plans
Meeting
✓
Board deck — finalize slides 14-18 with revenue narrativeDue 5pm today · AI can draft if you provide the numbers
Ops
✓
Reply to Sarah Chen — partnership proposal responsePre-drafted by AI · Needs your review and send
Comms
✓
Approve marketing budget variance request$18K over budget · Team needs go-ahead to proceed
Decision
✓
Weekly investor update sentCompleted 8:45am
Done
📅 Meeting Prep
AI-generated briefs, agendas, and talking points for every meeting
9:00
30 min
Leadership Sync
🧑💼 Sarah Chen, Marcus Webb, Dev Patel · Zoom
AI Brief: Last week's 3 open items: (1) Product roadmap Q3 dependencies — Dev to update. (2) Sales pipeline gap — Marcus needs a plan. (3) Hiring decision for Head of Growth still pending. Recommend starting with item 2 as it's the most time-sensitive.
11:00
60 min
CFO Budget Review — Q2 Sign-off
💰 Jennifer Park · In-Person, Board Room
AI Brief: Jennifer has reviewed the Q2 actuals. Key sticking point is the $340K variance in sales ops. She'll likely propose cutting the enterprise sales hire. Recommended counter: show the 3.2x ROI projection from the last 2 enterprise reps hired. Data is in the Q1 Performance Deck (Drive).
2:00
45 min
1:1 · Marcus Webb
📍 Conference Room B · Direct Report
AI Alert: Marcus's Q2 closed revenue is $182K vs. $220K target — 18% miss. However, his pipeline is strong ($480K at 70%+ confidence). Recommend: acknowledge the gap, explore blockers, don't demotivate. I've drafted a coaching conversation framework for you.
📬 Smart Inbox
AI-triaged · 12 unread · 3 need your action
SC
Sarah Chen · TechBridge
Partnership
9:14am
Re: Strategic Partnership Proposal — Q3 Timeline
AI Draft ready: "Hi Sarah, thank you for the detailed proposal. After reviewing the terms, we are very interested in…"
BM
Board Member · Richard Holt
Urgent
8:52am
Quick question on Q2 revenue — before board meeting
Richard wants a 3-sentence summary of Q2 performance before the 4pm board meeting. AI suggests you respond personally.
JL
Legal · Jennifer Lowe
Contract
8:31am
Meridian Health — All clear, needs your signature
Legal has completed review. Contract is ready for your DocuSign. Deal value: $1.1M. Action required today.
MW
Marcus Webb
Draft Ready
Yesterday
Q2 pipeline update + ask for 2 more enterprise leads
AI drafted response: "Marcus, great pipeline progress. On the leads request — let's discuss this at our 2pm…"
⚖️ Decision Queue
AI-researched options with recommendations — only you can decide
Head of Growth: Internal Promotion vs. External Hire
⏰ Decision needed by Friday
You have one strong internal candidate (Priya, 3 years, knows the culture) and two external finalists from the recruiter. Budget impact: promoting Priya saves ~$40K in total comp vs. external. However, AI analysis of role requirements suggests the external candidates bring 2 capabilities Priya lacks: enterprise SaaS growth loops and PLG experience.
Q2 Marketing Budget Variance: Approve $18K Overage?
⏰ Blocking 2 campaigns
Marketing team is $18K over their approved Q2 budget due to an unplanned conference sponsorship that generated 42 qualified leads (avg deal value $28K = $1.17M pipeline). ROI appears strong but sets a precedent for budget discipline.
👥 Delegation Tracker
Everything you've delegated — AI monitors progress and alerts you to blockers
SC
Sarah Chen · VP Business Dev
Finalize partnership term sheet with TechBridge and return for review
Due: Tomorrow · 3 days in
In Progress
DP
Dev Patel · Head of Product
Q3 roadmap dependency analysis and risk register update
Due: Friday · 2 days in
In Progress
JL
Jennifer Lowe · General Counsel
Meridian Health contract — final legal review and redlines
Completed 8:31am today ✓
Complete
TR
Tyler Ross · Marketing Lead
Board deck slides 1-13 design and data visualization
⚠️ BLOCKER: Needs final revenue numbers from you first
Blocked
MW
Marcus Webb · VP Sales
Updated Q2 pipeline forecast with close probability refresh
Due: EOD · Waiting on update
Waiting
📈 Goals & OKRs
AI tracks progress, surfaces blockers, and suggests corrective actions
Q2 · Revenue & Growth
$2.8M in Closed Revenue
84%
✓ 45 new enterprise trials started (target: 50)
◐ $2.35M closed ($2.8M target) — 3 deals in final stage
○ Meridian Health deal close — pending today
Q2 · Team & Org
Hire 4 Key Roles
60%
✓ Sr. Engineer hired and onboarded
✓ Customer Success Manager hired
◐ Head of Growth — decision pending (your queue)
○ Enterprise Account Exec — still in sourcing
Q2 · Product
Launch v2.0 to 100% of Users
91%
✓ Beta launched to 2,400 users (0 P0 bugs)
✓ 98.9% uptime maintained throughout rollout
◐ Full GA rollout — 91% complete, this week
Q2 · Customer
NPS from 42 to 60+
45%
✓ Launched in-app feedback loop
◐ NPS currently 51 — up from 42 (target: 60)
○ Customer advisory board — 0 of 3 sessions done
⚠️ AI Alert: NPS goal at risk. Advisory board sessions haven't started. Recommend scheduling all 3 in the next 2 weeks.
🔍 Market Intelligence
AI monitors competitors, industry news, and opportunities relevant to your business
Competitor Alert: Nexus Labs raises $48M Series B
Nexus Labs announced a $48M Series B led by Andreessen Horowitz. This positions them to significantly expand their enterprise sales team. Expect increased competition for mid-market accounts. Your pricing advantage may narrow in 3-6 months.
Industry Trend: Enterprise AI adoption accelerating in Healthcare vertical
Gartner survey shows 67% of health system CIOs plan to increase AI spend by 40%+ in H2 2025. Given your Meridian Health deal, this is a strong signal to double down on healthcare vertical positioning.
Partnership Opportunity: TechBridge Foundation RFP for AI implementation
TechBridge Foundation issued an RFP for an AI implementation partner to support their digital equity programs. $320K budget. Aligns with your contract intelligence and automation capabilities. Deadline in 18 days.
Key Contact: Meridian Health CEO posted about AI strategy
Dr. Angela Morris (Meridian Health CEO) posted on LinkedIn about their AI transformation initiative. She specifically mentioned automating administrative workflows. This is directly aligned with your pitch. Consider engaging her post before your contract signing.
🔌 Integrations
Connect your tools — AI Chief of Staff works across your entire stack
Gmail
Read, draft, and send emails. AI triages your inbox automatically.
Connected
Google Calendar
Meeting prep, scheduling, and focus block protection.
Connected
Google Drive
Access documents, decks, and data for meeting prep and decisions.
Connected
Slack
Monitor team channels, surface important messages, send updates.
Connect
Twilio SMS
Get critical alerts and briefings via text message.
Connected
Supabase
Your secure data layer — tasks, decisions, and history stored privately.
Connected
n8n Workflows
Custom automation backbone — connects everything behind the scenes.
Connected
HubSpot / CRM
Pull deal status, pipeline data, and customer context into briefings.
Connect
Asana / Linear
Sync team tasks and project status for delegation tracking.
Scale Plan
⚙️ Settings
Customize your AI Chief of Staff
Profile & Context
Plan & Billing
Executive Pro · $297/mo
Full AI Chief of Staff · All integrations · Priority support · 1 seat
Next billing: April 5, 2026
AI Behavior
Morning Briefing (7am)
Daily AI-generated briefing delivered via email + SMS
Focus Mode Protection
AI holds non-critical messages during your focus blocks
Auto-Draft Routine Emails
AI pre-writes responses to predictable message types
Competitor Monitoring
Watch list alerts for your defined competitors
SMS Alerts for Critical Items
Text message for P0 items that need immediate attention
Weekly Performance Report
Sunday evening summary of the week ahead