Daily executive briefing

An AI-powered daily executive briefing. Yesterday's signups, revenue, errors, top deals, and notable signals — in your inbox before 9am.

Use this template How automations work

Runs daily Scheduled Delivered to Slack, Email

Active

Trigger

Runs daily

Instructions

Write a daily executive briefing covering the past 24 hours. The reader is the CEO and should be able to read it in 60 seconds.

Delivery

Slack · Email

Example output

A realistic sample of what this automation delivers — your version draws on your data.

Daily executive briefing Runs daily · Sent to Slack, Email

Sample output

Yesterday vs. trailing 7-day average

New signups

31 +8% (29)

New customers

5 +25% (4)

MRR change

+$1,840 +12% (+$1,640)

Open P1s

1 0 (1)

Bottom line. Solid day — five new paying customers, no P1s, two notable signups worth a hello.

Numbers. 31 signups, 5 new customers ($1,840 net new MRR), 14 support tickets handled in median 18m, 1 active P1 from yesterday still open (root cause identified, fix landing today).

Customers. RegionalBank Inc. signed up from the SOC 2 webinar — VP of Data, worth a hello. Acme upgraded to Growth, +$340 MRR.

Product. Shipped the new automation editor at 4pm; usage already at 12 active automations created today.

Watch. Sentry shows a 3× spike in Stripe webhook errors since 2am — engineering is on it.

The prompt

Copy, paste, customize.

Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions

Write a daily executive briefing covering the past 24 hours. The reader is the CEO and should be able to read it in 60 seconds.

Format:

**Bottom line.** One sentence summary.

**Numbers.** New signups, paying customers, MRR delta, support tickets, P1 incidents.

**Customers.** Up to three notable events — big signup, expansion, escalation.

**Product.** Anything shipped or rolled back in the past 24 hours.

**Watch.** One or two things that may need a decision today.

Rules: numbers first. No emoji. Cut anything that isn't a signal.

Data sources

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Basedash automations read across every connected source in a single run. These are the ones this template tends to use most.

Frequently asked questions

What is a daily executive briefing?

A daily executive briefing is a short, scannable summary of the previous 24 hours — signups, revenue, incidents, and notable customer events — delivered every morning so leadership can start the day with context.

What's the difference between a daily briefing and a daily standup?

A daily standup is a meeting where teammates report progress and blockers. A daily executive briefing is a written summary of business signals, generated by an AI automation, not a meeting.

When should a daily briefing land?

Before 9am local time. Most teams schedule it to deliver between 7 and 8am so leaders can read it over coffee before their first meeting.

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