Walk into every sales meeting already briefed.

0ct pulls from your CRM, calendar, spreadsheets, and call tools to deliver a daily sales brief — calculated with your team's own definitions — before standup.

Free · No credit card · Tweak everything before it runs

The questions it answers, every morning.

Q.Are we red, yellow, or green on this week's pipeline?

Q.How did last week's discovery meetings end up vs target?

Q.What is current ARR, and how much was added this quarter and this month?

Q.Which deals advanced, stalled, or slipped since yesterday?

Q.Where is the team off pace, and which initiatives are moving the number?

Q.What is leadership most likely to ask — and what is the answer?

What lands in your inbox.

Sample brief

Daily Sales Brief — Monday, Aug 4

Status: Yellow

Discovery meetings are below weekly pace by 18%, but proposal-to-close conversion improved from 21% to 27%.

Key metrics

•Current ARR: $4.21M
•ARR added this quarter: $312K vs target $480K (65%)
•Booked discovery meetings this week: 21 / 28 target
•Completed discovery meetings last week: 19
•Proposals issued: 7
•Discovery → Closed Won: 14% · Proposal → Closed Won: 27%
•Pipeline coverage: 2.4× target — concentrated in 3 deals
•Discovery: 18 deals · Strategy: 9 deals · Proposal: 6 deals

What changed

•Referrals up 22% week-over-week
•Outbound discovery meetings down 3
•Two proposal-stage deals moved to Closed Won (+$48K)
•SDR call volume dropped below target Thursday and Friday

Top risks

•Discovery meeting creation is off pace this week
•Pipeline coverage is concentrated in 3 large deals
•Proposal follow-up SLA slipped for 4 accounts

Recommended focus today

•Review outbound call volume with the SDR team
•Confirm next-step dates for proposal-stage deals over $25K
•Update the objections doc based on last week's lost deals

Likely follow-up questions from leadership

•Q: On track for the quarterly ARR target? — A: Not yet. We're at 65% with 4 weeks remaining; need ~$42K/week additional.
•Q: Biggest bottleneck? — A: Outbound-sourced discovery meeting volume.

Sources it connects to

Connect each account read-only. You control which sources every task can access.

Attio CRM — deals, pipeline stages, ownership
Outlook calendar — meetings booked vs completed
Google Sheets — Meetings, Conversations, SDR leads
Aircall — call volume and talk time per rep
Asana — initiatives, owners, and status
Your own database — proprietary metrics, direct connection

Rules you'd teach 0ct

Skills capture your team's definitions so every brief is calculated your way — not the AI's.

How ARR is calculated, and whether it includes expansion
What counts as a discovery meeting — booked vs completed, rescheduling rules
Which deal stages count toward pipeline coverage
How sales velocity is calculated
Red / yellow / green thresholds for this week's pace
Source-of-truth precedence when Attio and Sheets disagree
Which reps belong to which team or region

Runs

Daily at 7:00 AM, Mon–Fri (your timezone)

Delivered to

Slack #cro plus a copy by email

Start from the template. Tweak everything.

Open the prefilled task, point it at your sources, edit the rules, and pick when it should run. Your first brief lands tomorrow morning.

More recurring briefs

Coming soon

Pipeline Health

Coverage, stage concentration, and stalled deals scored against your historic benchmarks.

Coming soon

Weekly Leadership Brief

Cross-functional update from sales, success, support, and product into one Sunday digest.

Coming soon

Customer Risk Report

Usage signals, support volume, and CSM notes blended into a weekly risk list.