Use Cases — Leadership

Business intelligence on demand. No waiting for reports.

Executive briefings, KPI monitoring, decision support, strategic Q&A — theywork365 leadership agents give your executive team instant access to the business data they need, when they need it.

Start your first Leadership agent How it works

  • Daily

    Automated executive briefing

  • Real-time

    KPI monitoring and alerts

  • Any question

    Answered from your data

The challenge

Executives make decisions with data that's often days old, filtered through multiple layers of reporting, and formatted for the wrong audience. theywork365 leadership agents give executives direct, governed access to business intelligence — from any department, in real time — so decisions are faster and based on facts, not assumptions.

Agents

What Leadership agents can do for you.

Each agent is built specifically for your processes and data. Pricing is per action — you pay only for the value delivered.

  1. 01

    Executive Briefing Agent

    per Briefing delivered

    Delivers a personalized daily executive summary every morning: key metrics across departments, anomalies worth attention, and highlights from overnight business activity — all drawn from live company data.

    Before

    Executives start the day checking multiple dashboards, asking assistants for numbers, and waiting for department heads to provide updates. Decision lag is measured in days.

    After

    The CEO and leadership team receive a concise, accurate briefing at 7am every morning. They walk into meetings already knowing the state of the business.

    How the agent works — step by step

    1. 1

      Agent runs at 6:30am daily, connecting to all authorized data sources

    2. 2

      Pulls key metrics: revenue, pipeline, support queue, HR headcount, finance KPIs

    3. 3

      Identifies anomalies: metrics outside expected ranges or moving in wrong direction

    4. 4

      Drafts personalized briefing adapted to each executive's scope and priorities

    5. 5

      Delivers via Teams message with expandable sections for each business area

    6. 6

      Includes link to decision support agent for follow-up questions

  2. 02

    Decision Support Agent

    per Query answered

    Answers strategic business questions using live company data. 'What's our revenue run rate if we close the top 5 deals in pipeline?' — generates the analysis, chart, and recommendation in seconds.

    Before

    Getting an answer to a strategic question requires emailing an analyst, waiting a day, and receiving a spreadsheet that may answer a slightly different question.

    After

    The executive asks the question in natural language via Teams. The agent pulls the data, runs the analysis, and delivers the answer with a visual in under a minute.

    How the agent works — step by step

    1. 1

      Executive asks question via Teams chat in natural language

    2. 2

      Agent identifies the data sources needed to answer the question

    3. 3

      Pulls and aggregates data from authorized systems (CRM, ERP, HR, Finance)

    4. 4

      Runs the relevant calculation or scenario model

    5. 5

      Generates a structured answer with a chart or table where appropriate

    6. 6

      Cites data sources and timestamp so the executive knows the basis for the answer

  3. 03

    KPI Monitor

    per Alert sent

    Watches defined KPIs across all business areas in real time. Sends immediate alerts when a metric breaches a threshold — revenue below target, churn spike, support SLA miss — with context and recommended action.

    Before

    KPI breaches are discovered in weekly review meetings — days after they happened. By then, the window for intervention has often closed.

    After

    Leadership is alerted within minutes of a KPI moving outside acceptable range. The team can intervene before a trend becomes a problem.

    How the agent works — step by step

    1. 1

      Agent monitors KPI thresholds defined by leadership for each metric

    2. 2

      Connects to live data sources: CRM, ERP, support system, HR platform

    3. 3

      Checks thresholds continuously throughout the business day

    4. 4

      Fires an alert when a KPI breaches its threshold — upper or lower

    5. 5

      Provides context: trend over the last 7 days, comparison to target, possible causes

    6. 6

      Suggests recommended action and tags the relevant department head

Explore other areas

HR IT Sales Marketing Finance Legal Procurement Leadership CRM Quality
Procurement
CRM & Customer Success

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