An assistant for the owner: one digest a day instead of checking four businesses
The Task
Nikita runs four businesses and learned about problems last. Reports were assembled by hand, and signals were lost between the CRM, ad accounts and the team's work.
What We Built
We built an agent that pulls data from the CRM, ad accounts and the other agents each morning into a single digest: what is urgent, what has stalled, what needs a decision.
Timeline
Guide for a similar project: 2-3 weeks if the data sources are already accessible.
Tools Used
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Context
This fits owners running several businesses who cannot realistically look into every system. The data exists, but it is spread across the CRM, ad accounts, tasks and chats — and only becomes a picture when someone sits down and assembles it by hand.
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What we built
The agent pulls from each source on a schedule and writes a short text: what needs a decision today, what has stalled, where something deviates from normal. Not a table — a statement of what changed.
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What it looks like in practice
One digest found two agents that had been silent for seven days, a queue of eleven unreviewed files with the oldest at twenty-six days, and a reminder about two payments due that same day.
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What it does not do
It makes no decisions. It shows what requires one. That distinction matters: the digest exists so the owner spends attention on choosing rather than on collecting.
What changed
Reports were assembled by hand and late; problems surfaced at month end
The digest arrives every morning and a problem is visible the day it appears
Signals were lost between the CRM, advertising and team tasks
Four businesses collapse into one list: what is burning and what needs deciding
Key Results
- the digest arrives on schedule with no human involvement
- problems surface the day they appear rather than at month end
- receivables, stalled tasks and automation failures sit in one report
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