Data layer: Your dashboard source tables (reports/exports from ads, analytics, listening, CRM, tasks, calendar).
Signals engine: A scheduled script (Power Automate or Coda automation) evaluates the Alert Rules, Cadence, and Upsell Signals CSVs against current data and writes a normalized “Today_Alerts” table.
ChatGPT brief: When an Account Manager logs in, you run the included Daily Digest Prompt Pack against their Today_Alerts + Tasks to output a clean, prioritized to-do list with suggested message drafts.
Delivery: Show the digest right in your dashboard, or send it via email/Teams at 9:00 AM.
What you’ll see on login
Overdue cadence touches (by tier), critical alerts (engagement, spend, sentiment), due tasks, meetings, and one upsell suggestion per account—distilled to a 10-item list with one-line message drafts.
Optional next steps (I can prep these now)
A Tasks table that links to Deals/Accounts and is auto-populated by alerts.
A Power Automate recipe outline (or Coda automation) to populate Today_Alerts every
Want to print your doc? This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (