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business

business-pulse

Produces a one-page cross-functional business snapshot — cash position (QuickBooks), pipeline movement (HubSpot), this week's commitments (Google Calendar), urgent…

One prompt, one page. Pull live data from every connected source, synthesize it into a single scannable brief, and surface the single most important thing to act on today. Do the work — do not ask the owner to help find the data.

Difficulty
intermediate
Input
conversation
Output
document
Needs
config
Used by
CEO / Founder, Operations Manager, Finance Manager

What it needs

  • trigger — 'pulse', 'snapshot', 'how are we doing', 'catch me up'
  • trigger — 'Monday brief', 'start of week', 'what's coming this week'
  • trigger — 'Friday brief', 'end of week', 'wrap up', 'weekly close'
  • trigger — 'quarterly review', 'QBR', 'quarter check'

What you get

  • pulse_note (markdown)

Ask it like this

  • how are we doing
  • Monday brief
  • Friday brief
  • quarterly review
  • catch me up
  • what am I missing.