Chief of Staff Briefing

Daily briefing that surfaces what needs attention today

5 minutesManual: 20-30 minutes

Generates a daily executive briefing by scanning all active workstreams: pipeline changes, customer health alerts, team blockers, upcoming deadlines, and external signals. Prioritizes by urgency and surfaces only what requires a decision or action today.

Workflow Steps

1

Signal Scan

/chief-of-staff

Scan all workstreams for changes, alerts, and deadlines

2

Priority Triage

/chief-of-staff

Filter to items requiring decision or action today

3

Context Assembly

/synthesize-knowledge

Add context needed to make decisions without opening 5 tabs

4

Briefing Output

/produce-content

Formatted briefing with action items and decision points

Example

Monday morning briefing. Surfaces 3 items: a $200K deal moved to negotiation over the weekend (action: review pricing approval), a key customer's health score dropped 15 points (action: CSM check-in), and tomorrow's board member 1:1 has no prep doc yet (action: run meeting-prep workflow). Ignores 40+ other signals that don't require today's attention.

Related Workflows

OKR Tracking

Weekly OKR check-in with confidence ratings and blockers

8 minutes

Pipeline Review

Weekly pipeline hygiene with deal-level risk scoring

10 minutes

Customer Health Scoring

Multi-signal health scores that predict churn 60 days early

20 minutes

Deep Dives

Claude Code for GTM

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Built and maintained by Victor Sowers at STEEPWORKS