Results for “notion”

Daily customer health scoring across the active book of business. Pulls usage signals from PostHog and subscription state from Stripe, scores each active customer per the brand's customer-success playbook, updates the Notion customer DB, and Slack-alerts on at-risk transitions. Runs daily on cron schedule.

Process a meeting transcript (Google Drive file URL or pasted text) into structured action items + decisions. Routes owners per operations.md, syncs to Notion `${BRAND}_MEETINGS_DB` + `${BRAND}_ACTIONS_DB`, sends Slack DMs to owners, drafts follow-up Gmail for client/sales meetings. Event-triggered (new transcript lands in Google Drive) or on-demand.

Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.