CEO office
Daily briefing, email triage, meeting actions, the Saturday comprehensive email, and the approvals inbox — everything the CEO's office runs on.
Daily briefing ·
Revenue MTD
$—
Active clients
—
Open tickets
—
Pending approvals
—
KPI figures are illustrative placeholders until the Neon-backed dashboards land.
Today's priorities
Risks & watch items
Email triage queue sample data
Sample structure for the triage workflow — real mailbox wiring (Microsoft 365) lands with the Neon integration. Actions: draft a reply, delegate to a team member, or archive.
Meeting notes → action items
Saturday comprehensive email checklist 0/6
Master's standing Saturday email covers: ledger, Udemy, YouTube, stocks, ebooks, and newly caught mistakes. Check each section as it is compiled.
Approvals inbox
| Type | Request | Submitted by | Submitted | Status | Decision |
|---|---|---|---|---|---|
| Scanning HR, Finance and Payroll… | |||||
Aggregates pending leave (HR), expense (Finance) and payroll-run approvals in one place. Final approval also happens on each source page; decisions here are recorded with timestamp + role.