Daily Executive Briefing

Executives at fast-growing companies start every day by manually pulling reports from three or four different tools. Tasks in Monday.com, leads in GoHighLevel, proposals in PandaDoc. By the time they have assembled a complete picture it is 9am and the team is already asking questions. The information exists but no one has time to aggregate it.

1. Runs every day at 8:00 AM on a schedule trigger.
2. Loads configuration values including board IDs, thresholds, company name, Slack channel, and email recipient.
3. Fetches the latest 100 tasks from Monday.com, 100 contacts from GoHighLevel, and 100 documents from PandaDoc via their APIs in parallel.
4. Aggregates the three datasets to calculate task completion and overdue counts, lead totals and tier breakdowns, estimated pipeline value, and proposal status totals.
5. Sends the computed metrics to Gemini to generate a three-paragraph executive summary with red, yellow, or green status indicators and one priority action.
6. Formats the briefing as a Slack message, an HTML email, and a Monday.com board item.
7. Posts to Slack, sends via Microsoft Outlook, and creates the item on the Monday.com dashboard board.

The current run is limited to 100 records per source, which works for most teams but would miss data at scale. Adding a pagination loop would make this production-safe for larger operations. Allowing executives to reply to the Slack message with questions that get answered by Gemini in context would turn this from a one-way report into an interactive briefing.