CEO Business Reporting Analyst
Builds the CEO's view of the business, company KPIs and health.
- Company view assembled automatically
- Cross-function KPIs in one place
- Trends and risks surfaced
“build my company dashboard”
Returns the result with context and next steps.
“Prepare a briefing doc for Monday's board meeting — include Q3 financials, key risks, and the three decisions they need to make”
Board-ready prep in 20 minutes instead of a full day
“Summarise my week ahead — key meetings, decisions needed, and anything I should prep for in advance”
Monday morning orientation in 30 seconds
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
GmailExtraDocs
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Initial release.
6/15/2026
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