Workflows
A few steps and one useful result.Leadership update
Workflow · Answer · For leadership A plain-English update a CEO or CMO reads in one minute.- You get: One paragraph and three bullets. Rounded numbers, every metric explained in plain words the first time.
- Why it helps: Leadership gets the story without learning what share of voice means.
- Take it further: Slack DM or email draft.
Monthly or client report
Workflow · Deliverable (PDF) · For agencies · For leadership A report ready to send, for your own team or a client.- You get: A PDF report with month-on-month numbers and a chart per section, ready to forward.
- Why it helps: The draft writes itself from live data; the team adds judgment.
- Shortcut: the
oppin_client_reportcommand with outputpdfruns the same analysis. - Take it further: Google Docs or Notion, or a branded HTML page; see Shareable dashboard page.
Weekly brief to Notion, summary to Slack
Workflow · Notion page + Slack message Your weekly brief saved to Notion, with the headline posted to Slack.- Why it helps: Slack gets the headline, Notion keeps the history, nobody opens a dashboard.
- Needs: Notion, Slack, connected in your assistant.
Pre-call brief from the calendar
Workflow · Slack DM or Gmail draft · For sales A five-bullet AI visibility brief before each external meeting.- Why it helps: The brief shows up without anyone asking for it.
- Needs: Google Calendar, Slack or Gmail, connected in your assistant.
AI visibility next to AI traffic
Workflow · Insight chart (two stacked charts) · For leadership See whether AI visibility and AI referral traffic move together.- Why it helps: The first step toward the board-level question, stated honestly.
- Needs: GA4 or Amplitude, connected in your assistant.
Client updates, one channel each
Workflow · Slack messages + an internal summary · For agencies A weekly update in each client’s Slack channel, plus one internal summary.- Why it helps: Weekly client comms without a Monday of copy-paste.
- Needs: Slack, connected in your assistant.
Shareable dashboard page
Workflow · Interactive page · For agencies A self-contained page with your map, heatmap and headline numbers, no login needed.- Why it helps: A link for a meeting or a client, no tool access needed. Numbers are a snapshot, not live.
Agent tasks
Longer tasks: the assistant investigates and reasons before it writes anything up.AI brand audit
Agent · Deliverable (PDF) · For leadership How AI discovers, describes and recommends you, in one document.- You get: A PDF: a one-page scorecard, then the evidence section by section with a chart each. The document to hand a new CMO or client.
- Why it helps: A consultant’s week of work, grounded in the brand’s own answers.
- Shortcut: the
oppin_brand_auditcommand with outputpdfruns the same analysis.
Weekly analyst with memory
Agent · Notion page + Slack message A weekly brief that follows up on what it flagged the week before.- You get: A brief that follows up on itself week after week.
- Why it helps: The assistant remembers what it flagged, so issues get closed, not repeated.
- Needs: Notion, Slack, connected in your assistant.
Quarterly review: did our work move anything?
Agent · Deliverable (slides) · For leadership · For agencies Which completed recommendations moved anything this quarter.- You get: A QBR deck that ties actions to outcomes, with honest confidence levels.
- Why it helps: Closes the loop from ask, to action, to result. It relies on statuses being kept current, which recommendation triage and the recommendation board take care of.
- Take it further: see Recommendation triage and Recommendation board, both ways.