AI agents for CEOs

Get visibility into what's happening across your business without chasing updates. Triform automates the reporting, routing and follow-ups that slow your team down.

Real-time visibility into key metrics across departments
Automated executive briefings and decision-ready summaries
Free up your team from repetitive coordination work

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Your world today

✕ Waiting on updates from department heads that arrive late or incomplete

✕ Manual consolidation of metrics from finance, sales, ops and product

✕ Important decisions delayed because the right information isn't at hand

✕ Your leadership team spending hours on status meetings instead of execution

✕ Small operational issues that should be handled automatically escalating to you

How Triform helps AI Agents for CEO

Weekly Management Report

Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.

Sales Pipeline Health & Forecast Summary

Automatically scan your CRM, group deals by stage and owner, highlight stalled deals, and produce a clear pipeline report for leadership.

Customer Churn Risk Alerts

Monitor product usage, ticket sentiment, and billing status to identify at-risk accounts. Get daily alerts with context and suggested actions before customers churn.

Industries and company types

Startup Scaleup Enterprise

Start with one flow and scale from there

You don't need to automate everything at once. Most CEOs start with a single visibility gap: weekly reporting, pipeline reviews, or cross-functional updates. Once that's running, the next flow becomes obvious.

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