Ops & Chief of Staff
Your morning leadership brief writes itself
Pipeline data from Salesforce, revenue from Stripe, product metrics from PostHog, and overnight escalations from Slack, all packaged into a morning brief and delivered via Gmail before the first meeting.
What changes
Data collection
Manual login to 6 tools before the first meeting
API pulls from Salesforce, Stripe, PostHog, and Slack finish by 6 AM
Assembly time
Manual assembly across tools every morning
Brief lands in Gmail by 6 AM. Review, tweak, forward
Error risk
Copy-paste mistakes, stale numbers
Numbers pulled via API and cross-checked against prior day
Output per operator
Chief of Staff spends mornings pulling data instead of acting on it
Chief of Staff spends time on decisions and follow-through
Every morning shouldn't start with six browser tabs
It's 6:45 AM. You log into Salesforce, then Stripe, then PostHog, then Linear, then Slack. Six platforms, six logins, before your first meeting even starts. Without a Chief of Staff, founders handle this themselves. With one, most of their morning still goes to assembling briefs leadership can actually use.
The brief needs to track pipeline movement, revenue changes, roadmap slippage, and escalations requiring immediate attention. By the time it's assembled, the first meeting started ten minutes ago.
How ZeroTwo builds your morning brief
Pulls pipeline movement and forecast changes
Salesforce3 deals changed stage overnight, with a forecast gap emerging in the mid-market segment
Reads revenue, churn, and expansion activity
StripeNet-negative revenue day from two churned accounts, partially offset by one expansion upsell
Scans product engagement and activation trends
PostHog12% activation drop in the onboarding funnel and a usage spike on a newly shipped feature
Pulls sprint velocity and blocked issues
Linear2 issues blocked since yesterday and 1 milestone at risk of slipping this week
Scans overnight escalations and open threads
SlackUnresolved customer escalation in #support and a hiring blocker flagged in #eng
Synthesizes cross-system signals into a narrative brief
GoogleZeroTwo connected the pipeline gap, churn spike, and activation drop into one coherent risk narrative with recommended actions
Delivers the morning brief to leadership inboxes
GmailZeroTwo sent the brief before the first meeting with metrics that moved, what needs attention, and next steps
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 morning before 7 AM, pull pipeline changes from Salesforce, revenue and churn from Stripe, product engagement from PostHog, blocked issues from Linear, and anything that escalated in Slack overnight. Format it as a one-page brief and email it to the leadership team.”
It runs on schedule
Every weekday at 6 AM, the brief lands in your inbox before the first meeting.
Frequently asked questions
Yes. You define the metrics, thresholds, and narrative structure. Want to add NPS scores from Intercom or burn rate from Ramp? Just add the source and ZeroTwo will incorporate it into the brief template.
ZeroTwo flags any tool that fails to respond and delivers the brief with available data, clearly noting which sections are pending. You get alerted separately so nothing silently drops.
Yes. ZeroTwo generates a separate board-ready version: simplified metrics focused on growth and risk, executive-level summary instead of operational detail. Both versions run from the same data pull, so they stay in sync.
ZeroTwo stores historical snapshots from each run. Your brief includes WoW and MoM deltas for every metric, with color-coded indicators for trends.
Yes. You can configure role-specific briefs: a detailed version for the CEO, a pipeline-focused version for the CRO, and a product-focused version for the CPO. All generated from the same data pull.
Salesforce, Stripe, PostHog, Linear, Google Sheets, HubSpot, and most tools with a reporting API. Common sources take about 15 minutes each to connect. If your tool has an API, ZeroTwo can pull from it.
About 30 minutes to connect your tools and define which metrics you want. Then 2-3 runs over the first week to refine formatting and depth. Most teams have their final template locked in within a week.
Related workflows
- Ops & Chief of StaffExecutive Inbox Triage
- Ops & Chief of StaffMeeting Action Extractor
- Strategy & ResearchCompetitor Intelligence Monitor
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.