Use Case
Executive Briefings RAG
Audience: Leadership and chiefs of staff
DataEnablement
Problem
Leaders need concise updates across ops, finance, and product; prep is manual.
Solution
Briefings that pull metrics, notes, and risks into concise, cited digests.
What we build
- • Data warehouse + docs ingestion
- • Template-driven briefing generation
- • Risk + action item surfacing
- • Delivery to exec channels
Integrations
- • BigQuery/Snowflake/Redshift
- • Docs + notes
- • Slack/Email delivery
- • Calendar packaging
Success metrics
- • Brief completeness
- • Accuracy of cited metrics
- • Time saved per briefing
Timeline
3–5 weeks aligned with reporting cadence
Guardrails
- • Source citations required
- • Thresholds for metric variance
- • PII/finance access control
Next step
Want this in production?
We'll map this use case to your stack, governance needs, and rollout plan.