Leadership · Use Case
AI Agent for Executive Teams
Executives need signal, not noise. Pokee aggregates data from across your organization and delivers the insights that matter - without you asking for them.
The Problem
- Key metrics require checking 5+ dashboards daily
- Team updates arrive in scattered Slack messages and emails
- Meeting prep requires pulling context from multiple tools
- Strategic decisions lack real-time data support
- Report requests to direct reports create bottlenecks
What You Can Automate
- 1
Daily executive briefing
Time saved: 30 min/dayPokee aggregates cross-functional data into a single morning brief.
Prompt“Every morning at 7:30am, compile: revenue yesterday, open support tickets, deployment status, top Slack discussions, and any KPI that moved 10%+ from baseline. Deliver to my Slack DM.”
- 2
Board meeting prep
Time saved: 3 hours/quarterPokee gathers board-level data from all departments and creates a structured prep document.
Prompt“1 week before board meetings, compile quarterly metrics, cash position, hiring pipeline, product roadmap progress, and customer health scores into a Google Doc.”
- 3
Team capacity monitoring
Time saved: 30 min/weekPokee surfaces organizational health metrics so executives can intervene early.
Prompt“Every Monday, check each team's sprint velocity, open tickets, and utilization. Post a leadership summary to #exec-team highlighting any team over capacity.”
- 4
Customer escalation alerts
Time saved: 10 min/escalationPokee routes critical customer issues directly to leadership for rapid response.
Prompt“When a support ticket is escalated to 'executive attention' or involves an enterprise account, DM me immediately with full context.”
- 5
Competitive intelligence digest
Time saved: 1 hour/weekPokee monitors the competitive landscape and delivers executive-ready intelligence.
Prompt“Every week, search for competitor news, product launches, and funding announcements. Compile a 1-page brief and post to #strategy.”
PostHogBefore vs After Pokee
| Metric | Before Pokee | After Pokee |
|---|---|---|
| Morning context | Check 5 dashboards | One automated brief |
| Board prep | 3+ hours pulling data | Auto-compiled document |
| Team health visibility | Ask each lead individually | Weekly automated summary |
| Customer escalations | Delayed awareness | Instant DM with context |
| Competitive intelligence | Sporadic or outsourced | Weekly automated digest |
How It Works
- 1
Connect your tools
Head to pokee.ai/authorizations and link each tool in your stack with one-click OAuth. Takes 2 minutes total.
- 2
Describe workflows
Tell Pokee what you want automated in plain English. No triggers to configure, no flowcharts to build.
- 3
Pokee executes
Workflows run automatically with intelligent error handling and adaptation. When tools change or edge cases appear, Pokee adjusts.
Why Pokee
Natural language setup
Describe workflows like talking to a colleague, not configuring a flowchart.
Unlimited steps
One description can chain 10+ actions across all your tools. Zapier charges per step.
Self-healing
When APIs change or rate limits hit, Pokee adapts. Zapier breaks.
Context-aware
Pokee understands your data and makes intelligent decisions about edge cases.
One price
All integrations, all workflows, unlimited actions. No per-Zap pricing.
Deployment & Governance
Runs where your data lives, with humans in control
Private deployment
A dedicated managed tenant, your own VPC on AWS, Azure or GCP, on premises, or air-gapped. Your data never leaves your boundary.
Approvals and audit
Approval gates wherever you set them, role-based access, and a full audit log. Every agent action is attributable and reviewable.
Measurable pilots
Pilots run on two or three real workflows, typically live inside two weeks. Measure time saved, accuracy and cycle time before rollout.
FAQ
- How quickly can executive teams get started with Pokee?
- Most teams are automating within 5 minutes. Connect your tools via OAuth, describe your first workflow in English, and Pokee starts executing immediately.
- What if my workflow is complex or has many conditions?
- That's where Pokee shines. Unlike trigger-action tools, Pokee handles complex conditional logic, branching paths, and context-dependent decisions. Describe the full logic in English.
- Can Pokee handle sensitive executive teams data securely?
- Yes. SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime. Enterprise plans offer on-premise deployment.
- How much does it cost?
- Free tier includes 500 credits. Paid plans start at $19.99/month for unlimited integrations and workflows. No per-automation pricing.
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