Business Rhythm
AI Weekly Business Review
Assembles the weekly business review from metrics and team updates.
Business Rhythm
AI Executive Briefing
A short leadership briefing on business, market and team signals, written for people with no hour to spare.
Leaders need the headline, not a wall of dashboards. AI Executive Briefing reads the tools and metrics you already track and prepares a short brief on business performance, market signals and team trends. Each issue that needs action comes with an owner and a deadline. It arrives by email, Slack or Teams on your schedule, written for someone with a few minutes, not an hour.
- A short brief on business, market and team signals
- Every flagged issue arrives with an owner and deadline
- Delivered by email, Slack or Teams on your schedule
$3,400
20–30 working days
Optional maintenance $249/mo
What it is
AI Executive Briefing prepares a short, leadership-facing summary of business performance, market signals and team-level trends, pulled from tools and metrics you already track. It is written for a reader with limited time, such as a founder or board member, not the team running day-to-day work.
Why businesses buy it
Founders and senior leaders often learn about problems late, because the signal is spread across a CRM, project tools and inboxes, and nobody has time to pull it together. Asking a manager to write a weekly summary works until they get busy. This build prepares the briefing the same way every time, from read-only sources you choose, and flags what needs attention with a named owner. The Scope Card sets the sources, signal count, alerts and delivery channel before you order, so you know exactly what lands in your inbox.
Problems this solves
Founders and board members get reports too long to read
The briefing is a short, leadership-facing summary written for a reader with limited time. It covers performance, market signals and team-level trends in a few minutes of reading.
Leadership hears about a problem only when it becomes serious
Trends are pulled from the tools and metrics you already track, with up to five alerts. Leaders can see a shift early instead of waiting for the next monthly meeting.
The person who writes the summary is pulled from real work
The briefing is assembled from up to three read-only sources on your schedule. The team running daily work no longer stops to write for leadership.
A good fit if
A senior leader needs a short, reliable read on the business without sitting through the team's full operating review.
You already track business metrics and team-level data across a handful of tools, and want the highlights pulled out for a leadership audience.
You want the same structure every time, so a leader can scan a briefing in minutes and know exactly where to look.
You have at least 3 months of historical data so the briefing can be checked for accuracy before launch.
Not the right fit if
You want the full operating detail for the team running the weekly review, not a shortened leadership summary. See AI Weekly Business Review.
You want a short daily read on task-level activity rather than a periodic leadership summary. See AI Daily Operations Agent.
You want answers to a specific open question, such as what to do about a softening metric, rather than a recurring briefing. See AI Decision Support.
You need more than 3 read-only data sources or more than 25 tracked metrics. Add a note at checkout and we quote the extra scope, or start from our Custom AI enquiry form.
How it works
- Read-only access is connected to up to 3 of your data sources, such as your CRM, project tools and Google Workspace or Microsoft 365.
- Your key metrics and recurring questions are defined up front, up to 25 in total, covering business performance, key team signals and anything leadership tracks closely.
- The briefing is written in a short, scannable format: headline numbers, what changed, and what leadership should know, without the operating detail behind each metric.
- It is checked against 3 months of your historical data during testing, so the numbers and framing match what leadership already trusts.
- Up to 5 alerts watch for a signal moving sharply between scheduled briefings, so leadership is not always waiting for the next one.
- It is delivered to the channel you chose, email, Slack or a web dashboard, on the cadence that fits your leadership rhythm.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read-only access to each data source you want included, such as your CRM or project tools.
- Your definitions for the metrics or signals you want summarized for leadership.
- At least 3 months of historical data to check the briefing against.
- The report recipients and the delivery channel, whether that is email, Slack or a dashboard.
- Any current leadership deck or briefing format you already use, as a reference point.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can confirm the metric definitions and keep the build moving.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your data sources, metric definitions and recipients confirmed.
Weeks 1–2
Metric calculations and the briefing format are built.
Week 3
Your read-only data sources are connected and alert thresholds are configured.
Weeks 3–4
Results are checked against 3 months of your historical data for accuracy.
Week 4
Your review and two rounds of changes to framing, length or alerts.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,400 |
| Express | 15–25 working days | $4,000 |
| Rush | 10–20 working days | $4,600 |
What you receive at handover
- AI Executive Briefing connected read-only to up to three data sources
- A recurring leadership briefing or dashboard, delivered by email, Slack or web
- Up to 25 defined metrics and up to five alerts
- Test report checked against three months of your historical data
- Admin guide and a recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can keep leaders informed in minutes rather than hours
- Helps surface important shifts sooner
- Makes leadership updates less of a burden on the team
- Time spent preparing leadership updates
- Log hours spent writing leadership updates for a month before launch and a month after.
- Follow-up questions from leadership
- Count clarification requests after each briefing, compared with the old reports.
- Alerts acted on
- Keep a log of alerts that led to a leadership decision or follow-up.
Before you start: Keep a copy of your current leadership update and note how long it takes to write each cycle.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it afterwards is billed in your own accounts and typically runs ~$20-150/month (AI model usage + hosting/scheduler), depending on how often the briefing runs and how many sources feed it.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes and change hours for new signals, a revised briefing format or an extra alert. It starts after the 30 days of included support, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A BI reporting tool charges a monthly fee per seat to build an executive view | A strategy consultancy bills hourly to prepare a board-style summary | Ours is one fixed price, shown on this page before you buy |
| Scope | A BI tool gives you a blank canvas you have to design for leadership yourself | A consultancy's scope depends on the engagement agreed | Ours is written on the Scope Card before purchase |
| Delivery | A BI tool is live immediately but needs weeks of dashboard design work | A consultancy usually takes several weeks per briefing cycle | Ours has a fixed delivery time shown before you buy, with faster options |
| Reading time | A BI dashboard still requires someone to interpret it for leadership | An agency build depends on what was agreed and formatted | Ours is written to be read in a few minutes, framing included |
Questions about this product
How much does AI Executive Briefing cost to launch?
The launch price for each delivery speed is in the panel on this page, and every speed delivers the same Scope Card: up to three read-only sources, up to 25 metrics or recurring questions, the briefing plus up to five alerts, testing against three months of your data and two rounds of changes. Running it afterwards costs roughly $20 to $150 a month in AI usage and hosting, in your own accounts.
Who is this briefing actually written for?
It is written for a leadership reader with limited time, such as a founder, CEO or board member, rather than the operating team running day-to-day work. The framing focuses on what changed and what matters, leaving the operating detail to a document like AI Weekly Business Review for the team that needs it.
How does this briefing differ in audience from AI Weekly Business Review?
AI Weekly Business Review assembles a fuller operating document for the team running the weekly review, with project status and open items. AI Executive Briefing is shorter and framed for leadership, focused on headline signals rather than task-level detail, and can run on a different cadence to match how often leadership needs an update.
Which data sources and signals feed the briefing?
Up to 3 read-only data sources from tools you already use, commonly a CRM, project tools and Google Workspace or Microsoft 365. You define the metrics and signals during setup, up to 25 in total, covering business performance and the team-level trends leadership tracks most closely.
How much of our team's time does setting up the Executive Briefing take?
Expect to spend one to two hours defining metrics and gathering historical data inside the 72-hour intake window. After that, expect around an hour reviewing results checked against 3 months of your data, plus the 60-minute recorded handoff session before launch.
Can we adjust the briefing's length or focus later?
Adjusting existing metric definitions, framing or length fits inside the monthly change hours included with maintenance. Adding a fourth data source or going past 25 tracked signals is a defined add-on, quoted and agreed before that work starts. Those hours also cover new signals, a revised briefing format or an extra alert, and you can cancel any month.
Can the briefing be sent straight to a board or investors?
The briefing can be delivered to whichever recipients and channel you name during setup, which can include board members if you choose. You review and approve the format during the two rounds of changes before launch, so it matches the tone you want external readers to see.
What happens once the 30 days of briefing support end?
You can move to monthly maintenance, or stop there with a fully working briefing and no ongoing commitment. Either way, the metric definitions and delivery schedule remain yours and keep running exactly as tested. Maintenance covers monitoring, fixes and change hours for new signals, a revised briefing format or an extra alert, and bills monthly.
Give leadership the short read they actually have time for.
Order AI Executive Briefing and the first leadership summary is live on a fixed delivery date. The scope above is what you get, in writing, before you pay.
Works well with
Business Rhythm
AI Decision Support
Structures decisions with options, data and risks for leadership.
Business Rhythm
AI Daily Operations Agent
Collects daily updates across teams and flags issues needing attention.