Executive Snapshot: Cited Answers from Your Connected Tools
Executive Snapshot is a CorpusIQ finance skill built to reconcile the financial picture from QuickBooks against the operating systems in one read. It fires when an operator asks something like: "How is my business doing?". Replaces the chief of staff who builds the morning exec view. It reads from ga4, google_ads, quickbooks, shopify, and slack through CorpusIQ's read-only OAuth, JWT-permissioned, audit-logged connector layer. Output is a cited answer with the patterns that matter and a recommended next action so the operator can move without re-running the analysis by hand. CorpusIQ ships 133+ skills, 24+ business connectors, and 233+ underlying tools, all reachable from ChatGPT, Claude, and Perplexity through the Model Context Protocol. Customer data is never used to train models. CorpusIQ is CASA Tier 2 certified by DEKRA and SOC 2 aligned. Pricing starts at Solo $29.95/mo with a 30-day free trial; Team is $109.95/mo and Business is $189.95/mo. Tagline: Accelerate your business. All your tools in one place.
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Trigger this skill with a question like
How is my business doing?
What Executive Snapshot actually does
When the skill fires, it runs through a series of concrete sub-questions against your connected tools and reconciles the answers into one cited result.
- 01What is cash position from QuickBooks today and what is the runway?
- 02What is revenue this period from Shopify and QuickBooks?
- 03What is paid efficiency from Google Ads against GA4?
- 04What sales activity in Slack and CRM matters today?
- 05What is the one thing the executive should pay attention to right now?
What the answer looks like
A cited answer that addresses the operator's question from live ga4, google_ads, quickbooks, shopify, and slack data, names the patterns that matter, and recommends the next action with an owner.
Who this replaces
Replaces the chief of staff who builds the morning exec view.
Connectors this skill reads from
All read-only OAuth, JWT-permissioned, audit-logged. CorpusIQ never writes back to these tools and never trains models on your data.
Why use CorpusIQ for this
- ✓Read-only OAuth. CorpusIQ never writes back to your connected tools.
- ✓23+ connectors supported, not just this one.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
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Frequently asked questions
When the operator question matches: How is my business doing?.
These connectors authorized read-only: ga4, google_ads, quickbooks, shopify, slack.
A cited answer with the patterns that matter and a recommended next action. Every claim ties back to the source data.
It reports and recommends. It does not execute writes against source systems unless explicitly authorized in a separate workflow.
It reconciles across the connected stack in one read and applies the analytical pattern consistently every time.
Run Executive Snapshot on your business in minutes.
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