[Use case] Leadership · founders and CEOs

Your numbers, inbox and calendar on one page.

Every morning starts in six tabs: the CRM, the bank, the inbox, the calendar and two dashboards, before any real work. For a founder running a team of 10 or more, that first hour goes on finding out what changed.

Skip this if one dashboard already tells you everything. Keep it.

What you get
One morning page with your numbers, what changed and a plan for the day
Pilot length
4 to 6 weeks on three sources
Price range
Pilot from US$2,400, version 1 from US$7,200
We need from you
Read access to your main tools, the numbers you check daily, and 15 minutes a week of feedback
[01] What it doesFour jobs, one morning page

Pulled, flagged, planned.

01Pulls your numbers

Revenue, pipeline, cash and the metrics you check daily, from the tools they live in.

02Flags what changed

A line on each number that moved, and why, before you open anything else.

03Plans your day

Turns your inbox, calendar and open tasks into a short plan with focus time blocked.

04Links every number

Each figure links to its source, so you can check it in one click.

Dashboard · today
Command / Today
Monday 9 November
Good morning. Here is the day.
Runs 5 times a dayNext run 12:00
Calls booked this week7
Tasks due today8
Focus hours planned4.5
Invoices overdue2
Next upRanked by deadline and value
Now
AlertInvoice 0042 overdue 6 days
CallScoping call, 11:30
Next
WritePilot report for review
ReviewTwo pull requests
Later
PlanQ1 hiring note
Alerts3 new
Invoice 0042 is 6 days overdue. Reminder drafted.
The 11:30 scoping call has no brief yet.
Pilot report draft is ready to review.
My day08:00 to 18:00
08091011121314151617
Deep work Inbox Scoping call Pilot report PRs Plan Q1
6 blocks added to your calendarToday, 08:00 to 18:00 · synced just now
Illustration · sample day
[02] How it worksInputs, model, actions, review

One flow, with you deciding.

The AI reads and summarises. It suggests the plan; you accept it, move it or ignore it.

01 · Inputs

What comes in

Your CRM, accounts, bank feed, inbox and calendar, read-only.

CRMAccountsCalendar
02 · Model

What it works out

Compares today with yesterday and last week, notes what moved, and drafts a plan for the day.

CompareSummarisePlan
03 · Actions

Where it puts it

The page is ready before you start, and focus blocks you accept go into your calendar.

Web appCalendar
04 · Review

Who checks it

You mark what was useful, and the page changes to match each week.

KeepDrop
CEO dashboard · demo Sample data

The demo needs a bigger screen, so it opens full screen on a phone.

Morning pageRaj · CEO

Revenue, pipeline, cash, inbox and calendar, read at 06:45.

  1. Pulled

    Revenue $84,200 this month, pipeline $310,000, cash for 7.5 months.

  2. Changed

    Pipeline up 9%: two deals moved to proposal.

  3. Plan

    Two hours of focus at 9:00 for the board pack, calls at 2 pm, inbox at 4.

On the page

The page is ready at 7:00. The plan is a suggestion you accept or move.

Confidence 0.92 · bar 0.80
[03] Build pathTimes and prices from past builds

Pilot, then version 1, then run it.

Each step is priced on its own, so you can stop after the pilot if you don't open it every morning.

01

Pilot

Three sources and the five numbers you check most, tuned with you each week.

Time
4 to 6 weeks
Price
From US$2,400
Ends with
A go or stop, after a month of mornings
02

Version 1

Every source, the daily plan, alerts for big moves, and a phone view.

Time
5 to 6 weeks
Price
From US$7,200
Ends with
A page you open first every day
03

Run and improve

Model updates, new sources, and monthly tuning on what you stopped reading.

Time
Monthly
Price
From US$599 a month
Ends with
A report every month

In US dollars · monthly plans on the pricing page

[04] EstimateTwo minutes, before any call

Estimate this build.

Answer three questions and the estimator opens with the CEO dashboard already picked.

Typical · pilot from US$2,400 · version 1 from US$7,200
Sources
Who uses it
Updates
Open the estimator
[05] Buy or buildThe tools that already do some of this

You may not need us. Here's how to tell.

Dashboards and AI planners cover parts of this. If one covers what you need, use it. These are the usual options and where each one stops.

ToolWhat it coversWhere it stops

Databox

Dashboards built from your connected tools, with goals and scheduled reports.

Shows the numbers, but doesn't plan your day or read your inbox.

Motion

AI that plans your calendar from your tasks and meetings.

Its dashboards track projects and tasks, not company numbers.

ChatGPT or Claude with connectors

Answers questions across connected apps when you ask.

Can brief you on a schedule, but you write the prompts and check the answers.

When a custom build winsNumbers from your own systems, one page your team trusts, or a plan that knows both your calendar and your pipeline.

That is where an off-the-shelf dashboard runs out, and where this build earns its price.

[06] Data, security and guardrailsWhat it can and can't touch

It reads. You decide.

The build is set up so a mistake becomes a suggestion you ignore, not an email sent or a meeting moved.

Access it needs

Read-only access to your tools, and permission to add focus blocks to your calendar once you say yes.

Where data lives

Your numbers stay in your cloud region, and the model sees only the fields the page needs.

Every number linked

Each figure links to its source and shows when it was last updated.

Who reviews

You do, each week: what to keep, drop or add to the page.

[07] ProofFounding client offer

Proof

Founding clientsBe one of the first two teams to run this.

The first two pilots get the AI blueprint (US$1,800) free, in return for a case study with your name on it.

Ask about it
[08] VariationsThe same build for other teams
[09] QuestionsBefore you call

Questions

Can it send emails or move meetings?

No. It suggests, and you decide. Focus blocks go into your calendar only when you accept them.

Which tools does it read?

Most CRMs, accounting tools, bank feeds, Google or Microsoft calendars and email, and your own systems with an API.

How is it different from a dashboard?

A dashboard shows numbers. This page says what changed and why, and turns it into a plan for the day.

What does it cost to run?

You pay the model provider for each page it writes. The pilot report shows the monthly cost.

Can my team have one too?

Yes. Version 1 can give each leader their own page from the same sources.

Does it work on my phone?

Yes. Version 1 includes a phone view of the morning page.

[10] Next30 minutes · no slides

Get this scopedin 30 minutes.

Bring the numbers you check every morning if you can. You leave with a written next step and a price range for the pilot.

NS
Scoping call30 min · video call

India time · confirmed on Cal ID