Executive summary prompts¶
These are the high-leverage, broad-scope prompts. They fire CorpusIQ's multi-source skills — pre-built runbooks that pull from everything you have connected and synthesize a single answer.
If you only learn one category, learn this one.
"How healthy is my business right now?"¶
What this does: Runs a top-to-bottom snapshot — cash, revenue trend,
wins, risks, this-week priorities.
Connectors used: QuickBooks, Shopify (if ecommerce), HubSpot/CRM,
Google Ads, Meta Ads, GA4, Gmail/Outlook, Calendar.
Behind the scenes: executive-snapshot skill.
Sample answer shape: Section headers for cash position, revenue, top
wins, top risks, focus-this-week — each with 2–4 bullets and specific
numbers from your data.
"Give me a one-page business overview."¶
What this does: Same engine as above, formatted for skimming. Good for
forwarding to a co-founder.
Connectors used: Whatever you have connected.
Behind the scenes: executive-snapshot.
Sample answer shape: Tighter than the health check — one screen,
no fluff.
"What changed in the business this month?"¶
What this does: Diff-style report — what moved up, what moved down,
what's new on the radar.
Connectors used: QuickBooks, Shopify, GA4, ad accounts, CRM.
Behind the scenes: executive-snapshot with a month-over-month framing.
Sample answer shape: Two columns — improvements and regressions —
with the metric, the delta, and a one-line possible cause.
"What should I work on today?"¶
What this does: Ranks the top 3 things to do based on revenue impact,
deadlines, and what's slipping. Cross-references calendar, pipeline,
overdue tasks, and high-value unanswered emails.
Connectors used: Calendar, CRM, Email, QuickBooks.
Behind the scenes: today-focus skill.
Sample answer shape: A ranked list of 3 items with reasoning per item
("Follow up with Acme — $42K deal, last touch 11 days ago").
"Good morning. What happened overnight?"¶
What this does: Morning briefing — overnight orders, urgent emails,
today's calendar, one risk flag. Designed for the first prompt of the day.
Connectors used: Shopify, Email (Gmail/Outlook), Calendar, QuickBooks.
Behind the scenes: morning-briefing skill.
Sample answer shape: A 5-section briefing — cash, new orders, urgent
inbox items, today's meetings, today's risk.
"Wrap up the day. How did today go?"¶
What this does: End-of-day reflection — what shipped, what moved in
the pipeline, money received, meetings completed, tomorrow's first thing.
Connectors used: Calendar, CRM, QuickBooks, Email.
Behind the scenes: day-close skill.
Sample answer shape: A 5-block summary closing the day and seeding
tomorrow.
"Draft a board update for last quarter."¶
What this does: Generates a structured investor/board update —
financial performance, key metrics, wins, risks, asks. Pulls prior updates
from Drive if available to match tone.
Connectors used: QuickBooks, Shopify, HubSpot, GA4, Drive.
Behind the scenes: board-update-drafter skill.
Sample answer shape: Standard investor update sections —
financials, KPIs, highlights, lowlights, asks — populated with your
actuals.
"Prepare me for a board meeting."¶
What this does: Same as the board update but front-loads risk Q&A.
Anticipates the awkward questions and gives you the data to answer them.
Connectors used: QuickBooks, CRM, ad accounts, Shopify, GA4.
Behind the scenes: board-meeting-prep skill.
Sample answer shape: Update draft + appendix of likely questions
with backing numbers.
"Run a weekly operations review."¶
What this does: Cross-functional health check — SLAs, incidents,
team capacity, supplier issues, bottlenecks. For COOs and ops leads.
Connectors used: Monday or Calendar (project mgmt), Email, QuickBooks.
Behind the scenes: weekly-ops-review skill.
Sample answer shape: Section per ops domain with status indicator
and one drill-down bullet each.