Most operators start the day reading four apps to figure out what matters. This agentic workflow does that for you: every morning it pulls today's jobs, overdue invoices, and open tasks into a single brief. The plant manager, the clinic owner, and the contractor all get the same calm start — one screen, the real picture.
What's Included
- Morning brief: a single page of what's due, who's working, and what's overdue, built before you wake.
- Operations agent: ask it "what's behind today?" and get a straight answer from your own custom AI agents.
- Scheduled run: a triggers assembles the brief on a timer so it's ready when you open your phone.
- Connected data: jobs, invoices, and tasks live as connected projects, so the brief is never stale.
- Shared view: your team sees the same brief with role-based permissions.
How To Use
- Clone the workflow and connect your jobs, invoices, and tasks projects.
- Set the run time for early morning.
- Customize the brief layout in project views.
- Add your crew so everyone reads from one source.
- Open one page each morning instead of four apps.
See more command-center systems in the Community Gallery or build your own on the automation hub.