Daily Morning Brief
The Problem
You start the day checking 5 different apps. Takes 20 minutes. Or you wing it and miss the overdue follow-up that costs you a $12K job. This automation compiles everything at 6am: today's jobs, weather impacts, urgent follow-ups, and overdue tasks in one text message. Track the KPIs that actually matter: revenue, cash collected, gross and net margins, turnaround time, and call-to-booking conversion rate. Nothing drives you to make more money than seeing how little money you are making.
How It Works
Google Calendar + weather API + CRM tasks + overdue follow-ups
AI compiles everything at 6am: today's jobs, weather impacts, urgent follow-ups, overdue tasks.
Morning text: '4 jobs. 92F - remind AC customers. Priority: Johnson estimate (5 days overdue).'
Importable Templates
PRD
prd here