Send Daily Executive Briefing
Collects Gmail and Slack messages daily, analyzes them with AI, and emails a structured executive briefing with risks, opportunities, and action items.
Executive BriefingGmailSlackDaily Summary
This workflow automatically collects your latest emails and Slack messages, feeds them to an AI analyst, and delivers a structured executive briefing straight to your inbox every weekday. It saves you the time of reading through dozens of messages by surfacing only what matters.
It does 6 things:
- Triggers on a daily schedule (weekdays at 12 PM ET)
- Pulls the last 24 hours of Gmail inbox emails
- Pulls recent Slack messages and discussions
- Merges both data sources into a single feed
- Runs an AI analysis to generate a structured executive briefing
- Sends the briefing to your email
What You Need
- A Gmail account connected via a Gmail connector (used for both reading emails and sending the briefing)
- A Slack account connected via a Slack connector (used for pulling recent messages)
- Both connectors must be authenticated and active in your workflow's Connectors page
How the Flow Works
| Step | Node | What It Does |
|---|---|---|
| 1 | Scheduled Trigger | Kicks off the workflow every weekday at noon Eastern Time. You can adjust the schedule and timezone to fit your routine. |
| 2 | Gmail Find Email | Searches your inbox for all emails received in the last 24 hours, pulling up to 30 messages with their full text content. |
| 3 | Slack Find Message | Searches your Slack workspace for recent messages from the past day, sorted by timestamp, grabbing up to 30 results. |
| 4 | Merge | Combines the Gmail and Slack results into a single unified dataset so the AI sees everything in one view. |
| 5 | AI Agent | Processes the merged data and produces a structured executive briefing covering risks, opportunities, decisions, and action items. |
| 6 | Gmail Send Email | Delivers the finished briefing to your inbox with the subject "🧠Daily Executive Brief." |
Output
You get a daily email containing a structured executive briefing with:
- A state of business snapshot
- Up to 5 risks and issues ranked by impact, each with evidence, impact analysis, and recommended actions
- Up to 3 opportunities with supporting evidence
- Key decisions that need your input
- A prioritized "top 3 things to do today" list
- A changelog of what shifted since the previous day
Notes
- The workflow runs on weekdays only by default. Edit the Scheduled Trigger's cron expression if you want it to run on weekends too.
- The briefing quality depends on the volume and relevance of your emails and Slack messages. If data is thin on a given day, the briefing will honestly note that rather than fabricating insights.
- Make sure both your Gmail and Slack connectors stay authenticated. If a connector expires, the workflow will fail at the data collection step.
- You can customize the recipient email, subject line, and sender name in the Gmail Send Email node.
- The AI model uses a low temperature setting for consistent, focused analysis. You can switch to a different model if preferred.
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