Leadership Executive Summary

What does this mean?

Provides executives with a comprehensive overview and actionable insights, enhancing strategic oversight and facilitating data-driven decision-making.

How it works?

Compiles updates on operational goals, risks, and KPIs, aggregating data from various tools and meetings into streamlined summaries for executives.

Workflow steps

Step 1: Trigger on schedule

The Workflow activates on a recurring schedule—weekly, bi-weekly, or monthly—timed to align with executive review cycles and leadership meetings.

Step 2: Aggregate data from connected tools

Cassidy pulls operational updates, project statuses, and performance metrics from integrated systems like Salesforce, Google Sheets, Jira, and other data sources across the organization.

Step 3: Compile meeting insights

The Workflow gathers key takeaways, decisions, and action items from recent leadership and cross-functional meetings stored in the Knowledge Base or synced from meeting tools.

Step 4: Generate executive summary

Cassidy synthesizes the aggregated data into a structured summary—highlighting progress on operational goals, emerging risks, and KPI performance with context your leadership team expects.

Step 5: Route for review

The draft summary is sent to a team member or chief of staff for approval, ensuring accuracy and relevance before it reaches executives.

Step 6: Deliver to leadership

Once approved, the finalized executive summary is distributed via email or posted to a shared channel, giving leaders a clear, actionable snapshot for strategic decision-making.