Example: Executive Review Prep
User Request: "Prep for quarterly executive review on Friday"
Workflow
1. Search for Context
code
Notion:notion-search query: "Q4 objectives" + "KPIs" + "quarterly results"
Found:
- •Q4 OKRs and progress
- •Product metrics dashboard
- •Engineering velocity reports
- •Customer feedback summary
2. Fetch & Analyze
code
Notion:notion-fetch (5 pages)
Key metrics:
- •Revenue: $2.4M ARR (96% of Q4 target)
- •Customer Growth: 145 new customers (exceeds 120 target)
- •Churn: 3.2% (below 5% target)
- •Product: 3 major features shipped, 2 in beta
- •Engineering: 94% uptime (above 95% SLA)
3. Add Codex Research Context
Added context on:
- •Industry benchmarks for SaaS metrics
- •Typical Q4 sales patterns
- •Best practices for executive presentations
4. Create Pre-Read (Internal)
code
Notion:notion-create-pages title: "Q4 Review - Pre-Read (Internal)"
Pre-read sections:
- •Executive Summary: Strong quarter, missed revenue by 4% but exceeded customer growth
- •Detailed Metrics: All KPIs with trend lines
- •Wins: Product launches, key customer acquisitions
- •Challenges: Sales pipeline conversion, engineering hiring
- •Q1 Preview: Strategic priorities
5. Create Presentation Agenda
code
Notion:notion-create-pages title: "Q4 Executive Review - Agenda"
Agenda (90 min):
- •Q4 Results Overview (15 min)
- •Revenue & Growth Deep Dive (20 min)
- •Product & Engineering Update (20 min)
- •Customer Success Highlights (15 min)
- •Q1 Strategic Plan (15 min)
- •Discussion & Questions (15 min)
6. Link Supporting Docs
Connected to OKRs, metrics dashboards, and Q1 planning docs.
Outputs
Internal Pre-Read: Comprehensive context with honest assessment Executive Agenda: Structured 90-min presentation Both in Notion with links to supporting data
Key Success Factors
- •Synthesized data from multiple sources (OKRs, metrics, feedback)
- •Added industry context and benchmarks
- •Created honest internal assessment (not just wins)
- •Structured agenda with time allocations
- •Linked to source data for drill-down during Q&A