Runner for owners and executives

A morning brief is useful. A brief that tells you which proposal went quiet, which customer promise is slipping, and which number needs a decision is much more useful. That’s the move with Runner. Start with a Personal Assistant you already understand. Then add AI employees around the parts of the business that make or lose money.

Writes follow your tool permissions. Ask stages an Action Card for review. Allow acts without asking. Off blocks the tool unless a user-created Runner has its own override.

Recurring jobs for owners and executives

AI employee	What they own	Why the job matters	You stay focused on
Executive brief	Pulls the few revenue, customer, cost, and delivery items that need you	Gives your attention back before the day starts	Priority and judgment
Revenue follow-through	Finds proposals and deals with no reply or next step	Keeps revenue already in motion from going quiet	The conversation and the close
Customer risk	Finds unresolved questions, missed commitments, and renewals with no plan	Surfaces risk while there is still time to act	The relationship and the decision
Operating review	Assembles current metrics, open projects, and blockers	Turns report building into decision time	Strategy and tradeoffs
Board update	Builds a first draft from approved metrics, milestones, and the prior format	Removes the blank page and missing-number chase	The story and final message

Each Runner works independently. Runners can read the same source apps, but they don’t pass work or results to one another automatically.

The point isn’t a prettier summary. It’s catching the thing you would have found next Thursday and seeing it today.

Start with: executive brief

Create a Runner named Executive Brief.

Every weekday at 7:30am in my timezone, review my connected Gmail, Google
Calendar, [CRM], [project tracker], and the current operating metrics in
[Google Sheet].

Only include items that need my attention in the next 7 days:
1. Revenue: new leads, proposals, or open deals with no clear next step.
2. Customers: commitments, risks, or questions waiting on us.
3. Cost: unusual changes or deadlines shown in the sources.
4. Delivery: blocked work, missed dates, or decisions waiting on me.
5. Today: meetings that need preparation.

For every item, cite the source, explain why it matters, name the owner if one
is shown, and give me one recommended next step. Don't invent a cause, owner,
deadline, or dollar value. If the source is unclear, say so.

Don't send messages or update records. Draft anything useful for my review.
Return no more than 10 items. Rank them by money at risk and how soon I need to act.

Before you create it, show me the final name, prompt, schedule, and timezone.
Wait for my confirmation.

A user-created Runner becomes active as soon as it’s created. Review its schedule and permissions, then run it once. If the list is full of noise, don’t ask Runner to “be smarter.” Tighten the sources, thresholds, and exclusions in the saved prompt.

Add the business context

Create a Project for shared background:

Current priorities and the metrics you actually care about.
Who owns which part of the business.
Where the CRM, project tracker, and reporting formats live.

Put the definitions of an at-risk customer or stalled deal in the saved prompt. Put decisions Runner must never make there too, then enforce hard action boundaries with Ask or Off. Your CRM, inbox, project tracker, and metrics sheet hold live status. Each run starts in a separate session, so don’t rely on yesterday’s output being there tomorrow. Keep write tools on Ask while the Runner is learning your business. A suggested email can wait in an Action Card. The final decision is still yours.

Other jobs to schedule

Proposal and pipeline follow-through

Check open revenue every weekday morning. Find proposals with no reply and deals with no next step. Stage a specific follow-up using the real thread and account context.

Weekly operating review

Run Friday afternoon. Compare the approved metrics with the prior period, pull blockers from the project tracker, and draft the questions that need an answer. Don’t claim a cause unless a source states it.

Customer risk review

Run twice a week. Look for unresolved customer questions, missed commitments, open high-priority issues, and renewals approaching. Rank the list, show the owner recorded in the source, and flag anything with no owner for a person to assign.

Board or investor update assembly

Run on the date you normally start each monthly or quarterly update. Pull approved metrics and milestones into the existing format. Flag every missing number instead of guessing.

Build toward the business

Your Personal Assistant can give you a better morning. These Runners surface revenue, customer, and operating decisions before they disappear between meetings. Measure what reached you in time to act.

What’s next?

Professional services

Follow proposals and client delivery from source to next step.

Which AI employee should you add next?

Find the next recurring job with a number attached.

Create a Runner

Put one valuable job on a schedule.

Start here

By role

Recurring jobs for owners and executives

Start with: executive brief

Add the business context

Other jobs to schedule

Proposal and pipeline follow-through

Weekly operating review

Customer risk review

Board or investor update assembly

Build toward the business

What’s next?

Professional services

Which AI employee should you add next?

Create a Runner

​Recurring jobs for owners and executives

​Start with: executive brief

​Add the business context

​Other jobs to schedule

​Proposal and pipeline follow-through

​Weekly operating review

​Customer risk review

​Board or investor update assembly

​Build toward the business

​What’s next?

Professional services

Which AI employee should you add next?

Create a Runner

Recurring jobs for owners and executives

Start with: executive brief

Add the business context

Other jobs to schedule

Proposal and pipeline follow-through

Weekly operating review

Customer risk review

Board or investor update assembly

Build toward the business

What’s next?