CEO Daily Briefing Agent
A morning message with key KPIs, important emails, meetings and risks.
All industries · Management
Illustrative example build, not a client case study.
Leaders start the day digging through dashboards, emails and messages to understand what needs attention.
Technology
- Microsoft 365 Copilot / Azure OpenAI
- Power BI
- Microsoft Graph
- Power Automate
- 1
Connect the sources
KPIs, calendar and selected mailboxes are connected securely.
- 2
Decide what matters
Rules and AI pick the numbers, emails and risks that need attention today.
- 3
Write the brief
A short briefing is written in plain language with links to detail.
- 4
Deliver it
The brief arrives in Teams, email or WhatsApp before the working day starts.
Designed to deliver
- A clear picture of the day in two minutes
- Fewer surprises
- Faster decisions
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