A morning briefing for the owner: money, deadlines, overdue tasks
To understand what's going on in the company, the owner opens the CRM, spreadsheets, online banking and three chats. The assistant gathers it all and sends it as one message.
Requests: 4 new yesterday, 1 unanswered for more than a day
Tasks for today: 7. Overdue: 2
Money yesterday: $1,800 in, $480 out
Projects: “Sosnovka” - stage handover on Friday
Waiting for your decision
1. A supplier invoice for $1,080 - pay it?
2. A client asks to move the installation by a week
What I don't know
Yesterday's bank statement hasn't been uploaded. The money figures come from CRM records.
Now
Sound familiar?
- The picture is pieced together from five sources and phone calls to employees.
- You find out about a problem after it has already happened.
- Reports are prepared by hand - due on Friday, and still late.
- The figures in different spreadsheets don't match.
With the assistant
What the assistant does
- Sends a briefing every morning: new requests, today's tasks, overdue items, money in and money out.
- Lists separately what is waiting for your decision.
- Answers questions during the day: “how much money came in this week”, “what's overdue with the installers”.
- Gives a weekly summary: what was done, what slipped, where the bottleneck is.
- Takes the figures from your CRM and accounting: every figure has a source.
See an example
The button opens Telegram. There, a bot with fictional data walks through an instruction like this step by step. You don't need to enter anything.
Common questions
What stays with people?
Conclusions and decisions are yours. The assistant shows the facts and doesn't dress them up.
What do we need from you to launch?
Where the data lives: CRM, accounting, spreadsheets. We also work with bank statements and with your accounting system. What you need to see every day, and what once a week. What time and where to send the briefing.
Can the briefing be tailored to me?
Yes. We decide what goes into it during the discovery call: what you need to see every day and what once a week.
Is the briefing only for the owner?
Who gets what is up to you. A department head can get a briefing for their own department.
Book a free discovery call
Tell us what slows your work down. We'll suggest which parts of it an assistant can take on.
- 1You leave your contact details and a few words about what gets in the way.
- 2We get in touch and agree on a time.
- 3A 30-60 minute call: what the assistant can take on and what it would cost.
Your request is answered personally by the founder, Vladimir Vasilev.
Or contact us directly: message us on Telegram (@ByeRoutine) ↗