The CEO AI Workflow
Building evidence· 2 runningAI intelligence briefings, pipeline inspection, and approval routing so CEOs spend less time on information aggregation and more on the decisions that actually require their judgment.
Lindy AI compiles a daily 8-minute briefing from the CEO's actual information environment: overnight emails requiring response, board member questions, meeting prep for the 11am call, and a Slack incident summary. Clari shows the pipeline at 10:50am — three at-risk deals flagged from behavioral signals without rep input. Gumloop generates the Friday 'state of the business' brief from data warehouse, support channel, and Linear sprint data. Relay.app surfaces every approval request with structured context for one-click decisions.
A traditional EA operates during working hours and handles assigned tasks. Lindy AI operates continuously, monitors multiple data sources simultaneously, learns the CEO's communication style, and drafts personalized responses. It's better for information-intensive tasks than for phone calls or physical coordination.
Clari is most cost-justified for companies with 10+ quota-carrying reps and deal sizes where a single lost opportunity represents meaningful revenue ($25K+ ACV or higher). For smaller sales teams, a well-configured CRM often provides adequate pipeline visibility.
Start with Lindy AI for daily briefings and inbox triage — it's the highest-ROI, lowest-disruption entry point. It connects to existing email and calendar, requires no workflow redesign, and delivers value from day one. Add Relay.app for approval routing once you've seen how much decision-making time can be recovered.