Role-based

FOUNDER/EXEC PLAYBOOKS

For CEOs, Founders, Executives, and Senior Leaders

Weekly Investor Update

Prompt

Draft my weekly investor update for [date range]. Include:

Highlights:
- Key wins this week
- Revenue/customer metrics
- Product milestones
- Team updates

Challenges:
- Blockers or concerns
- Areas where help is needed

Upcoming:
- Next week's priorities
- Important dates or decisions

Make it concise (1 page max) and data-driven.

Tools used

Text Generation (built-in), Google Docs, Gmail/Slack

What it does

Maintains investor confidence with regular, professional updates that take minutes to produce.

Competitor Intelligence Report

Prompt

Generate a weekly competitor intelligence report on [competitor names]. Track:

Product:
- New features or releases
- Pricing changes
- Product positioning updates

Marketing:
- Campaign launches
- Content themes
- Messaging shifts

Company:
- Funding news
- Leadership changes
- Partnership announcements

Strategic implications for us: [your company context]

Send every Monday morning.

Tools used

Web Search, News Search, Tavily, LinkedIn, Gmail/Slack

What it does

Keeps leadership informed about market dynamics without spending hours on manual competitive research.

Inbox Priority Triage

Prompt

Review my [Gmail/Outlook] inbox from the last 24 hours. Categorize emails as:

- URGENT: Needs response today
- IMPORTANT: Needs response this week
- FYI: Read but no action needed
- DELEGATE: Forward to [team member]
- UNSUBSCRIBE: Marketing/promotional

Draft brief response suggestions for urgent items and summarize the rest in a daily briefing email.

Tools used

Gmail/Outlook, Python Code Execution

What it does

Cuts through inbox noise so executives focus on what truly matters and nothing falls through cracks.

Board Meeting Prep

Prompt

Prepare materials for our board meeting on [date]. Create:

1. Executive summary (1 page)
2. Financial snapshot (revenue, burn, runway)
3. Key metrics dashboard
4. Strategic initiative updates
5. Discussion topics and decisions needed
6. Appendix with detailed data

Pull data from [sources] and format as a professional board deck.

Tools used

Google Slides, Google Sheets, File Upload, Python Code Execution

What it does

Transforms scattered company data into a polished board presentation that tells a compelling story.

Industry Trend Briefing

Prompt

Research the latest trends in [industry] for this month. Focus on:
- Market size and growth projections
- Emerging technologies or approaches
- Regulatory changes
- Consumer behavior shifts
- Notable acquisitions or partnerships
- Expert predictions

Summarize in a 2-page brief with implications for our business.

Tools used

Web Search, Tavily, News Search, Scholar Search, Google Docs

What it does

Keeps leadership ahead of industry shifts with curated intelligence that informs strategic decisions.

All-Hands Meeting Agenda

Prompt

Create the agenda for our monthly all-hands meeting on [date]. Include:

Opening (10 min):
- Welcome and company updates

Department Spotlights (15 min each):
- Key achievements
- Current priorities
- Shout-outs

Strategic Topic (20 min):
- [current company focus area]

Q&A (15 min):
- Pre-submitted questions
- Live questions

Closing (5 min):
- Upcoming milestones
- Company-wide announcements

Share the agenda 48 hours in advance via [Slack/email].

Tools used

Google Docs, Slack/Gmail

What it does

Ensures company-wide meetings are structured, engaging, and respect everyone's time.