Free template · Internal Ops

Open one email at 7am. Know what's actually happening.

Pulls from your tools and emails you one summary every morning: deals to push, deadlines today, anomalies to watch, win/loss yesterday. Stop refreshing five dashboards before you've finished coffee.

Setup time ~30 minutes
Run cost ~$0.30/mo
Validation Tested + ready to run
License Free, yours forever

Four data sources. One brief.

  1. 1
    Daily 7am Schedule
    Runs every morning. Cron expression: 0 7 * * *. Easy to shift to 6am or 8am, or to weekdays only.
  2. 2
    Fetch CRM Deals
    Pulls open deals from HubSpot. Salesforce, Pipedrive, Close all use the same pattern.
  3. 3
    Fetch Project Tasks
    Pulls active tasks from Asana, ClickUp, Monday, Linear, or Notion.
  4. 4
    Fetch Today's Calendar
    Pulls today's events from Google Calendar (primary). Outlook works the same way.
  5. 5
    Fetch Payment Activity
    Pulls Stripe charges from the last 24 hours. Square, Stripe Billing, QuickBooks Payments all fit.
  6. 6
    Synthesize Digest — OpenAI
    Asks gpt-4o-mini to write a 250-word brief in three sections: deals to push (name + amount + why now), deadlines and meetings today, anomalies (missed payments, stalled deals, weird metrics).

Vertical-specific framing

Agency or consultancy owner
CRM = HubSpot pipeline. PM = Asana projects. Calendar = client calls. Payments = Stripe retainers. The morning brief tells you which proposal to follow up on, which client meeting needs prep, which retainer payment failed.
E-commerce founder
CRM = customer support tool. Tasks = inventory restocks. Calendar = vendor calls. Payments = Shopify orders + chargebacks. Brief tells you what's selling, what's stuck, what failed overnight.
Service business owner (HVAC, dental, etc.)
CRM = job book. Tasks = today's dispatch. Calendar = on-site appointments. Payments = invoicing. Brief tells you which jobs are booked, which crews are short, which invoices are overdue.
Software founder
CRM = pipeline. PM = sprint board. Calendar = customer calls + 1:1s. Payments = MRR + churn. Brief tells you whose contract is about to renew and what's blocking the team today.
Get the template
Three quick questions, then we send the JSON. We use the answers to recommend templates that fit your business.

No spam. Unsubscribe anytime. The JSON link arrives instantly after submit.

Four or five accounts. APIs across the board.

n8n Free self-hosted, or n8n Cloud starting $20/mo
OpenAI API key Pay-as-you-go, ~$0.001 per digest
CRM + PM + Calendar + Payments Whatever you use today; all four need API access
Gmail or Outlook For the morning email delivery

What this is worth, conservatively

Time spent each morning checking 4-6 dashboards 20-40 minutes
Time with this workflow ~3 minutes reading the brief
Annualized hours recovered (5 days/wk) ~75-150 hours
Plus: dropped balls caught early (stalled deals, missed renewals) $5K-30K/year per ball, varies wildly
Cost to run this template forever ~$4/year

Time savings based on Atlassian and Asana state-of-work surveys. Dropped-ball cost is illustrative; depends on deal size and renewal value.

Related

Want this tuned to your business?

If you'd rather have us connect to your actual CRM, your real PM tool, your billing system, and tune the prompt to flag the things you actually care about. that's our $4,000-7,000 ops dashboard build. 1 to 2 weeks.

Book a 15-min walkthrough