Send Daily Executive Briefing
Aggregates Gmail and Slack signals daily, uses AI to analyze risks and opportunities, and delivers a prioritized executive briefing to your inbox each weekday morning.
Executive BriefingGmailSlackDecision Intelligence
This workflow pulls data from your Gmail inbox and Slack workspace every weekday morning, runs it through an AI analysis engine, and delivers a structured executive briefing to your email. Instead of giving you raw data, it gives you decisions.
It does four things:
- Aggregates the last 24 hours of emails and Slack messages into a single data stream.
- Analyzes everything using an AI model to detect risks, opportunities, and blockers.
- Generates a prioritized briefing with evidence-backed insights and recommended actions.
- Delivers the briefing directly to your inbox before your workday starts.
What You Need
- A Gmail account connected via a Gmail connector (used to pull recent emails and send the briefing).
- A Slack account connected via a Slack connector (used to pull recent workspace messages).
- Both connectors must be authenticated in the workflow's Connectors page before running.
How the Flow Works
| Step | Node | What It Does |
|---|---|---|
| 1 | Scheduled Trigger | Fires every weekday (Monday–Friday) at 8:00 AM Eastern, kicking off the pipeline automatically so the briefing is waiting each morning. |
| 2 | Gmail Find Email | Searches your inbox for all emails received in the last 24 hours (up to 30 messages) and converts payloads to plain text for easier processing. |
| 3 | Slack Find Message | Searches your connected Slack workspace for recent messages sorted by timestamp, capturing team discussions, blockers, decisions, and updates. |
| 4 | Merge | Combines the Gmail and Slack outputs into a single unified dataset, giving the AI a complete picture of all signals across both channels. |
| 5 | AI Agent | Receives the merged data and produces a structured executive briefing — ranking risks and opportunities by impact, calling out key decisions, and recommending the top three things to focus on today. Every insight is tied to specific evidence from the source data. |
| 6 | Gmail Send Email | Delivers the finished briefing to your inbox with the subject line "Daily Executive Brief" so it stands out from regular email. |
Output
You receive a formatted email every weekday morning containing:
- State of Business Snapshot — a summary of what is happening across your organization.
- Risks & Issues — ranked by severity, each with cited evidence and a recommended action.
- Opportunities — ranked by potential, with specific next steps.
- Key Decisions Needed — items that require executive input.
- Focus Today — the three most critical things to do.
- What Changed Since Yesterday — new developments and resolved items.
Notes
- The workflow is designed for founders, CEOs, and team leads who use Gmail and Slack as their primary communication tools.
- If Slack has no recent activity, the briefing will still generate based on email data alone and will honestly note when data is thin.
- You can customize the AI prompt inside the AI Agent node to adjust tone, add domain-specific rules, or change the briefing format.
- To expand coverage, you can add more data source nodes (such as HubSpot, Jira, or Notion) and connect them to the Merge node.
- The scheduled trigger can be adjusted to any time or frequency that fits your routine.
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