Ops & Chief of Staff
Morning brief from Outlook, Teams, and your CRM before the first meeting
ZeroTwo triages 80+ Outlook emails into reply-needed and noise, surfaces Teams threads waiting on executive decisions with time-since-posted context, and flags overnight pipeline movement and at-risk deals from Salesforce.
What changes
Morning triage time
45-60 minutes scanning Outlook and Teams before the first meeting
Brief ready at 6:30 AM. Review takes 5 minutes.
Missed emails
Important threads buried in 80+ emails
Reply-needed emails surfaced and prioritized by sender and urgency
Teams visibility
Exec assumes someone will escalate important threads
Critical threads surfaced with context and time since posted
Pipeline awareness
CRM checked ad hoc or during pipeline reviews
Overnight pipeline changes and at-risk deals in the morning brief
The morning starts with 80 emails and 6 unread Teams channels
For execs on the Microsoft stack, the morning starts with 80+ Outlook emails and 6 Teams channels with unread messages. By the time they have triaged everything, the first meeting started 10 minutes ago.
Last week, the CEO missed a reply-needed email from the lead investor buried in 40 threads. It sat for 3 days.
How ZeroTwo builds the Microsoft morning brief
Scans Outlook for emails needing a reply, sorted by urgency
Outlook74 emails received since 6 PM yesterday. 12 need a reply (3 from board members, 2 from direct reports with decisions attached, 7 routine). 4 are FYI-only from automated systems. 58 are newsletters, notifications, or CC'd threads.
Scans Teams channels for threads needing exec attention
Microsoft Teams3 threads need exec attention: a headcount approval request in #leadership (posted 14 hours ago, no response), a customer escalation in #customer-success (Tier 1 account, NPS dropped to 3), and a product launch timeline change in #product (shifted by 2 weeks, downstream impact on sales enablement).
Pulls overnight pipeline movement and at-risk deals
SalesforcePipeline moved $340K yesterday. 2 deals advanced to negotiation. 1 deal ($180K) marked at risk by the AE with a note: 'Champion left the company.' Next week's forecast: $1.2M expected close.
Assembles the morning brief with priorities and context
GoogleMorning brief: 12 emails needing reply (investor emails first), 3 Teams threads requiring decisions, and the pipeline summary. The $180K at-risk deal flagged prominently since the champion departure changes the forecast.
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Every weekday at 6:30 AM, scan my Outlook for unread emails and sort them into reply-needed, FYI, and noise. Check Microsoft Teams for threads in my key channels that need a decision or response. Pull pipeline movement and at-risk deals from Salesforce. Assemble everything into a morning brief with the most urgent items first.”
It runs on schedule
Every weekday at 6:30 AM. The brief is ready in ZeroTwo before the first meeting.
Frequently asked questions
Yes. ZeroTwo supports Salesforce, HubSpot, and Attio for CRM data. The Outlook and Teams scanning works the same regardless of which CRM you use.
Yes. You specify which channels matter for the morning brief. Most execs configure 4-8 channels. ZeroTwo only surfaces threads that need a decision or response, not general conversation.
ZeroTwo analyzes email content, sender relationship, and thread context. Direct questions, decision requests, and VIP senders (investors, board, direct reports) are flagged. Newsletters, automated notifications, and CC-only threads are filtered out.
Yes. ZeroTwo can send the brief as an Outlook email to your inbox, or you can read it in ZeroTwo. Most execs prefer ZeroTwo because it keeps the brief separate from the inbox it is summarizing.
Yes. If an EA manages the exec's inbox with delegate access, ZeroTwo can scan the primary mailbox and deliver the brief to both the exec and the EA. The EA can also configure additional routing rules.
Related workflows
- Ops & Chief of StaffMorning Leadership Brief
- Ops & Chief of StaffExecutive Inbox Triage
- SalesPipeline Intervention Brief
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