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executive

Executive Intelligence Brief

Morning brief, weekly digest, board update, health scorecard, or 90-day strategic plan — one recipe for every executive intelligence need.

Best forAgencySaaSServicesStartup
Agents18 required
Duration5-15 minutes

Six modes cover the full executive intelligence workflow: a tight morning brief of last-24h signals, a weekly digest across all surfaces, a board-investor update with conservative KPI scoreboard, a live command-center view, a 5-dimension business health scorecard with letter grades and trend arrows, and a sequentially researched 90-day strategic plan with competitive intelligence and OKR evaluation. The user declares the mode once; the recipe routes all data pulls, scoring models, and writers accordingly. Degrades gracefully with partial connections — useful with one system, transformative with five.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Mode detection, scope confirmation, and input collection (cadence, audience, review period, planning horizon for strategic_plan)

executive briefing writer
02

Email signal pull (Google/Gmail) — all modes except strategic_plan

inbox scanner
02

Calendar pull (Google Calendar) — all modes except strategic_plan

calendar scanner
02

CRM pipeline pull (HubSpot) — all modes except strategic_plan; Sales dimension for business_health_dashboard

crm scanner
02

Payment events pull (Stripe) — all modes except strategic_plan; Finance dimension for business_health_dashboard (required gate: if not connected in business_health_dashboard mode, halt and ask user to connect — finance data is required for a meaningful health score)

payment scanner
02

Support ticket pull (Zendesk) — all modes except strategic_plan; Customer Success dimension for business_health_dashboard

support scanner
02

Organic social metrics pull (reach, engagement rates, follower movement, content performance) — business_health_dashboard mode Marketing dimension (organic track); skipped with note if social integration not connected

social analytics
02

Paid ads performance pull (Meta) — all modes except strategic_plan; Marketing dimension paid track for business_health_dashboard (ROAS, CPL, spend, budget pacing); runs in parallel with social-analytics for business_health_dashboard

ads scanner
02

Industry + competitor news and market baseline — weekly_digest, board_investor, command_center, business_health_dashboard; Phase 2a market environment research for strategic_plan

web researcher
02

Competitor ad spend, G2 review themes, and market-gap analysis — strategic_plan mode Phase 2b (parallel with sentiment-analyst)

competitive intel
02

Community sentiment from Reddit, YouTube, and social — strategic_plan mode Phase 2b (parallel with competitive-intel); cross-surface tone analysis for other modes

sentiment analyst
03

5-dimension composite health scoring (Revenue Health, Sales Efficiency, Customer Success, Marketing ROI, Competitive Position) — business_health_dashboard mode; scored health baseline (financial health, growth trajectory, operational efficiency, PMF signals) — strategic_plan mode Phase 3a (runs before OKR evaluation; top-3 strengths and vulnerabilities carry into okr-tracker and market-analyst)

business health scorer
03

OKR progress evaluation for strategic_plan mode — consumes business-health-scorer baseline and Phase 2 competitive data; distinguishes OKRs off-track due to execution failures vs. unrealistic targets (execution fix vs. goal reset); produces OKR status table (Objective → Key Results → Status → Gap → Root Cause) and prioritized execution blockers

okr tracker
03

Cross-system signal correlation and KPI table construction; strategic option scoring matrix with verslay_chart_create calls for business_health_dashboard and strategic_plan

data analyst
03

Revenue health computation across payment and CRM signals

revenue analyst
03

External market context for weekly/board modes; strategic landscape synthesis for strategic_plan

market analyst
04

Mode-specific brief writing: morning_brief (5-section), weekly_digest (5-lateral), command_center (scoreboard+drill-downs), business_health_dashboard (scored brief + memorize write), strategic_plan (strategic report + OKR table from okr-tracker + memorize write)

executive briefing writer
04

Board-ready format for board_investor mode; optional board-presentation format for strategic_plan

board report writer
05

Optional distribution to Notion page, Gmail draft, or Slack channel; defaults to leave-as-document

distributor

Required Agents

18
  • ads-scanner
  • board-report-writer
  • business-health-scorer
  • calendar-scanner
  • competitive-intel
  • crm-scanner
  • data-analyst
  • distributor
  • executive-briefing-writer
  • inbox-scanner
  • market-analyst
  • okr-tracker
  • payment-scanner
  • revenue-analyst
  • sentiment-analyst
  • social-analytics
  • support-scanner
  • web-researcher

Connections

Required

hubspotmetastripeverslay_exclusivezendesk

Optional

asanagooglehubspotmetaslackstripeverslay_exclusivezendesk

What it does

  • Six modes in one recipe: morning brief, weekly digest, board investor update, command-center dashboard, business health scorecard, and 90-day strategic plan
  • 5-dimension business health scoring (Revenue Health, Sales Efficiency, Customer Success, Marketing ROI, Competitive Position) with letter grades, trend arrows, and radar chart — Marketing ROI covers both organic social signals and paid-ads metrics
  • 90-day strategic plan with scored business health baseline, competitive intelligence scrapes, community sentiment analysis, dedicated OKR triage (execution failure vs. unrealistic target), scored options matrix, and risk register
  • Pulls from every connected system in parallel; gracefully marks unconnected systems rather than failing; business_health_dashboard mode halts and prompts if payments are absent (finance data required for meaningful score)
  • Mode-specific writers enforce correct tone and depth (conservative for board, tight for morning, data-grounded for strategic)
  • Memory-backed trending — health scores and strategic snapshots stored via verslay_memorize for period-over-period comparison
  • Optional distribution to Notion, Gmail draft, or Slack; never sends without explicit opt-in

Example prompt

Show me our business health dashboard for this month — I want department scores, the top risks, and the 5 actions I should focus on in the next 30 days.

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