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business-pulse

One prompt, one page. Pull live data from every connected source, synthesize it into a single scannable brief, and surface the single most important thing to act on today. Do the work — do not ask the owner to help find the data.

  • Area: Strategy
  • Category: business
  • Level: intermediate
  • Input: conversation
  • Output: document
  • Setup: config
  • Roles: CEO / Founder, Operations Manager, Finance Manager

Produces a one-page cross-functional business snapshot — cash position (QuickBooks), pipeline movement (HubSpot), this week's commitments (Google Calendar), urgent…

How you ask

  • “How are we doing”
  • “Monday brief”
  • “Friday brief”

Inputs

  • current-state — Business health state and binding constraint.
  • kpi-reports — KPI values refreshed by the weekly KPI Weekly Refresh scheduled-run TaskNote; this is not a direct KPI cron job.
  • profile — Company or client profile — entity and relationship context.
  • trigger — 'pulse', 'snapshot', 'how are we doing', 'catch me up'
  • trigger — 'Monday brief', 'start of week', 'what's coming this week'
  • trigger — 'Friday brief', 'end of week', 'wrap up', 'weekly close'
  • trigger — 'quarterly review', 'QBR', 'quarter check'

Outputs

  • CURRENT-STATE writeback per the cadence-writeback contract — appended/refreshed after saving.
  • pulse_note (markdown)
  • {company.management}/CURRENT-STATE.md
  • {me.inbox}/pulse-QBR-{YYYY-Qn}.md
  • {me.inbox}/pulse-friday-{YYYY-MM-DD}.md
  • {me.inbox}/pulse-monday-{YYYY-MM-DD}.md
  • {me.inbox}/pulse-{YYYY-MM-DD}.md