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Morning Briefing Agent — Live Demo

See what lands in your inbox at 7 am.

Inbox — Mike Carter — Outlook

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Your morning briefing

Tuesday · 7:00 am · delivered automatically

Good morning, Mike.

Everything that piled up overnight, organized for you.

Needs your reply today

Sarah needs sign-off on the Q3 hiring plan before Friday.Sarah Patel, COO · 6:54 am

Jennifer asked which of three board prep questions you want to lead with.Jennifer Wu, Chair · 5:32 am

Legal wants direction on the Henderson indemnity clause pushback.David Chen, Legal · 6:18 am

Still waiting on a reply

Acme Corp has not responded to your contract redline from 4 days ago.Sent Friday · no reply

Marcus has not confirmed the Whitfield close call you proposed Monday.Sent 2 days ago · no reply

Investor follow-up to Galvanize Ventures still open from last week.Sent 6 days ago · no reply

Action items

Approve the updated Q3 forecast in Carta before the 9:30 board prep.

Pick a VP Ops finalist by end of week. Both candidates expect a decision.

Call Brightline. They reduced seats 40% last night and the relationship needs a CEO touch.

Today's meetings

9:30 am · Board prep with Jennifer

She flagged 3 open Qs in her email: Q3 forecast confidence, hiring plan, and the Brightline situation. Materials are in your drive.

11:00 am · Product review

Engineering wants alignment on the Q4 roadmap cut. Per Slack thread, the team is split on whether to keep the mobile rebuild.

2:00 pm · Investor update prep

Carta draft is ready. Three open questions in the doc need your input before sending.

4:30 pm · Candidate dinner

VP Ops finalist Maya Rodriguez. Greenhouse notes flag her compensation expectations may run 15% above range.

Synthesized from 23 emails, your sent folder, your calendar, Slack, and your CRM. Nothing required from you to receive this.

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Action Required Before Your First Meeting

Reply Sarah Chen (Maple Street Law) replied to your proposal 3 days ago and is still waiting for a response. Her last message: "Does Thursday still work to kick off?"

Invoice Invoice #1047 — Acme Supply, $2,400 — 3 days past due. No payment recorded, no reply to your follow-up on June 12.

Deadline Marcus Webb (Coastal Realty Group) is waiting on your revised scope. He said EOD today works — after that, he's going with another vendor.

Follow Up Chris Vance (Greenfield Partners) opened your outreach email 4 times and hasn't replied. This is the window — reach out before it closes.

📅

Today's Calendar — 4 Meetings

9:00 AM Internal Standup 30 min · Alex, Priya, Devon

Alex flagged a timeline delay on the Riverside build in Slack last Thursday. Get an updated completion date from him before the Riverside Dental call at 11:30.

11:30 AM Discovery Call — Riverside Dental 60 min · New Prospect

Dr. Michael Park, owner — 2-location dental practice in Berwyn, PA. Referred by Jordan Kim last week.

Context: Staff is spending 2+ hours/day on scheduling calls and intake paperwork. He mentioned wanting to "get off the phone" in his intake form response. No prior AI exposure — keep it simple.

Talking points:

Ask what a typical Tuesday morning looks like for his front desk before you pitch anything.

Get a number: how many new patient calls per week, what percentage convert?

Define "done" together — what does solved look like for him specifically?

2:00 PM Proposal Review — Coastal Realty Group 45 min · 3rd Touchpoint

Marcus Webb, Operations Director — reviewing the $4,200 custom build proposal. This is the deadline call.

Context: He pushed back on timeline last week ("we need this running before Q3 planning"). His real objection is probably budget, not timeline — he hasn't asked a single question about deliverables.

Talking points:

Lead with the phased option: $1,800 Phase 1 running in 3 weeks, Phase 2 at Q3.

Anchor on cost of not doing it — how many hours/week is this problem costing his team right now?

Get a yes or no today. Don't leave another open loop.

4:30 PM Monthly Check-In — Maple Street Law 30 min · Existing Client

Sarah Chen, Managing Partner — 6 weeks into implementation. Usage up 40% month-over-month.

Context: This is the best-performing client right now. Adoption is strong, the team is using it daily. Good moment to deepen the relationship and expand scope.

Talking points:

Share the 40% usage increase — give her the win before you ask for anything.

Introduce the upskilling add-on as a natural next step, not an upsell.

Ask about the intake project she mentioned in her reply — it may be the next build.

📧

Awaiting Your Response — 3 Threads

Contact	Re:	Waiting
Jordan Kim Sunridge Capital	Follow-up from last Tuesday's call	4 days
Emily Ross TechBridge	Pricing question on the Strategy package	2 days
Nate Flores Verde Group	Intro meeting request	3 days

📤

Outreach Tracker — No Reply Yet

Prospect	Sent	Activity
Chris Vance Greenfield Partners	June 10	Opened 4× — follow up today
David Huang Bayside Medical	June 12	Opened once
Tom Bradley Norwood Advisory	June 8	Opened once
Lisa Torres Summit Law Group	June 11	Not opened
Amanda Wu Peak Fitness	June 9	Not opened

📊

Worth Knowing

3 new form submissions came in overnight from your website. None are assigned yet.

Coastal Realty Group visited your services page twice yesterday — once at 7:48 PM. Someone's doing homework before the 2:00 PM call.

Your LinkedIn post from Friday hit 847 impressions and 23 engagements. Three of the engagements are from people in your CRM who haven't been contacted yet.

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Your Offer — Describe It Once

Full-service bookkeeping for small businesses in the greater Philadelphia area. Monthly packages starting at $400/mo. Looking for owner-operated businesses with 5–30 employees that are managing finances in-house, running on spreadsheets, or have outgrown their current setup.

From $400/mo 5–30 Employees Owner-Operated Philadelphia Area

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AI that runs parts of
your business for you.

See the product.
Then decide.

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running in your business?