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AI Executive Briefing: How Claude Code Creates Automated CEO Dashboards

Founder cut morning info-gathering from 25 minutes to 2 minutes with automated briefings. See the exact MCP integration setup.

TL;DR

  • Cut morning reconnaissance from 25 minutes to 2 minutes with automated briefings
  • Saved 2+ hours weekly while improving decision clarity
  • Used Claude Code with MCP integrations to Gmail, Mercury, Linear, and Calendar
  • Best for: Founders and executives drowning in multi-app information fragmentation
  • Key lesson: If you do the same manual synthesis every day, that’s an automation opportunity

A founder automated his daily morning briefing using Claude Code and MCP integrations, reducing 25 minutes of app-hopping to a 2-minute document read.

Daniel woke up to information overload.

Every morning: check email for urgent issues. Check Slack for team updates. Check the bank account for cash runway. Check the project tracker for blockers. Check the calendar for the day’s commitments.

Five apps. Twenty minutes. Every single day.

“By the time I finished my morning reconnaissance, I’d burned through my best mental energy. And I hadn’t done anything yet — I’d just figured out what I needed to do.”

He was a founder. Every minute spent on administrative reconnaissance was a minute not spent building the company.

The Information Scatter Problem

Modern knowledge work requires information from many sources.

For Daniel, a typical day’s context included:

  • Gmail: customer emails, investor updates, vendor issues
  • Slack: team questions, channel updates, direct messages
  • Mercury: bank balance, recent transactions, cash flow
  • Linear: engineering tickets, blockers, sprint progress
  • Calendar: meetings, deadlines, commitments

Each system worked fine individually. Together, they created cognitive fragmentation. The act of synthesizing them into “here’s what matters today” fell entirely on Daniel’s brain.

“I realized I was doing the same synthesis every morning. Same apps. Same scan patterns. Same mental integration. If I was a computer, this would be an obvious automation opportunity.”

The Sub-Agent Experiment

Daniel had used Claude Code for coding tasks. But he’d heard about people building “sub-agents” — specialized Claude workflows for specific purposes.

He created what he called “Claude CEO.”

The agent had one job: generate a daily briefing document. Every morning, it would:

  1. Check Gmail — Scan for messages flagged important, from key contacts, or containing urgent keywords
  2. Check Mercury — Pull current balance, recent transactions over a threshold, and cash runway calculation
  3. Check Linear — Find blockers, overdue tickets, and items awaiting Daniel’s input
  4. Check Calendar — List today’s meetings with relevant context from previous notes

Then synthesize everything into a one-page briefing: “Here’s what demands your attention today.”

The Setup

Making this work required MCP integrations — connecting Claude to each data source.

Gmail: OAuth connection via the Gmail API Mercury: API key with read-only access Linear: API token for the workspace Calendar: Google Calendar API connection

“Setting up the connections took an afternoon. But they’re persistent. Once authenticated, Claude could access the data whenever I ran the workflow.”

Daniel created a CLAUDE.md file defining the agent’s behavior: what to prioritize, what to ignore, what format to use for the briefing.

The Morning Ritual

Now Daniel’s morning routine looked different.

Wake up. Make coffee. Open one document: today’s briefing.

The document existed because Claude CEO had generated it overnight (or when Daniel triggered it). Everything he needed to know was already synthesized.

Sample briefing excerpt:

## Cash Position
Mercury balance: $247,832
Runway: ~5.2 months at current burn
Note: Large payment to AWS processed yesterday ($12,400)

## Requires Your Attention
- Email from Acme Corp (potential customer) asking about enterprise pricing
- Linear ticket #423 blocked on your design decision (assigned 3 days ago)
- Meeting at 2pm with investors — review deck beforehand

## Team Updates (Slack)
- Engineering: deploy scheduled for 4pm, monitoring planned
- Sales: Sarah closed the Beta Corp deal
- Support: ticket volume normal, no escalations

## Today's Schedule
9am: Team standup
2pm: Investor call (prep note: review Q4 projections)
4pm: Deploy window — be available for issues

One document. Two minutes to read. Total context.

The Time Savings

Daniel tracked the impact.

Before Claude CEO:

  • 20-25 minutes morning reconnaissance
  • Mental energy spent on context-switching
  • Occasionally missed important items in the noise

After Claude CEO:

  • 2-3 minutes reading the briefing
  • Mental energy preserved for decisions
  • Key items highlighted automatically

“I got back nearly two hours per week just from the morning routine. But the bigger win was cognitive: I started my day with clarity instead of confusion.”

The Customization Layer

Over time, Daniel refined what mattered.

He added keywords that should always trigger attention: “urgent,” “legal,” “security,” investor names, competitor names.

He added thresholds for financial alerts: transactions over $5,000, runway dropping below 6 months, unusual spending patterns.

He added context injection: when a meeting appeared, the briefing would include notes from the last meeting with that person.

“The system got smarter as I taught it what I cared about. It wasn’t generic anymore — it was tuned to my specific attention patterns.”

The Trigger Options

Daniel experimented with when to generate briefings.

Scheduled: Run at 6am daily, ready when he woke up On-demand: Run when he triggered it manually Event-driven: Run when certain conditions were met (big email arrival, bank balance change)

He settled on a hybrid: scheduled daily briefing plus alerts for exceptional events.

“I didn’t want to be interrupted for normal stuff. But if a huge customer emailed or the bank balance dropped unexpectedly, I wanted to know immediately.”

The Trust Development

Early on, Daniel reviewed everything manually. He’d read the briefing, then check each source app to verify.

Gradually, trust built. The briefings were accurate. Important items surfaced reliably. He stopped second-guessing.

“After a month, I realized I hadn’t opened Gmail directly in the morning for weeks. The briefing told me what I needed to know. I only opened Gmail when I needed to respond to something specific.”

The Extension Possibilities

Other founders asked Daniel about his setup. Some adapted it for their own contexts.

Variant for agencies: Pull client communication, project status, billing due Variant for investors: Portfolio company updates, market news, calendar Variant for managers: Direct report updates, team metrics, escalations

The pattern was generalizable: identify information sources, connect them, define synthesis rules, generate consolidated view.

“It’s like having a chief of staff who reads everything overnight and prepares your briefing. Except the chief of staff is Claude.”

The Limitations

Not everything worked perfectly.

Data freshness: The briefing captured a snapshot. Things could change after generation. Daniel still needed to check systems for time-sensitive updates.

Interpretation limits: Claude occasionally misunderstood priority. An email that seemed urgent by keywords might actually be spam. Human judgment remained necessary.

Integration fragility: When APIs changed or tokens expired, the workflow broke. Maintenance was required.

“It’s not fire-and-forget. Maybe once a month something needs fixing. But that’s still way better than 20 minutes every single day.”

The Broader Philosophy

Daniel saw his briefing system as an early example of a bigger shift.

“We’ll all have AI assistants that know our contexts and synthesize our information. Right now it requires technical setup. Soon it’ll be as simple as adding an app.”

His setup — connecting APIs, writing prompts, maintaining integrations — was early-adopter complexity. But the value demonstrated what was possible.

“I tell other founders: start thinking about what synthesis you do manually every day. That’s what AI should handle. Save your brain for decisions that require human judgment.”

The Compound Effect

Six months in, Daniel noticed compound benefits.

He made better decisions because he had clearer context. He spent less time in reactive mode because nothing fell through cracks. He had more energy for strategic thinking because administrative overhead had shrunk.

“It’s hard to measure directly. But I’m confident the company is better for it. I’m a more effective leader because I’m not drowning in information management.”

The CEO dashboard didn’t run the company. But it enabled the person running the company to focus on running the company.

FAQ

What MCP integrations are needed for an automated CEO dashboard?

The core integrations are email (Gmail API), banking (Mercury or similar API), project management (Linear, Asana, or similar), and calendar (Google Calendar API). Each requires OAuth or API key setup once.

How long does it take to set up the automated briefing system?

Initial setup takes about an afternoon for API connections. Refinement of what matters — keywords, thresholds, priorities — develops over 2-4 weeks of use.

Can Claude Code run the briefing automatically on a schedule?

Yes, you can schedule it to run at a specific time (like 6am daily), trigger it manually, or set event-driven alerts for exceptional conditions like large transactions or urgent emails.

What are the maintenance requirements for an AI CEO dashboard?

Expect about monthly maintenance when APIs change or tokens expire. Much less effort than 20+ minutes daily of manual synthesis.

Does this work for roles other than CEO/founder?

Yes, the pattern generalizes to any role that synthesizes information from multiple sources: managers (team updates, metrics, escalations), investors (portfolio news, market data), consultants (client communication, project status).

This story illustrates what's possible with today's AI capabilities. Built from forum whispers and community hints, not a published case study. The tools and techniques described are real and ready to use.

Last updated: January 2026