AI agents for CEOs
停止浪费时间在手工工作上。
- Real-time visibility into key metrics across departments
- Automated executive briefings and decision-ready summaries
- Free up your team from repetitive coordination work
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 面向CEO的AI代理
每周管理报告
自动从您的工具收集KPI，编译图表和表格，起草叙述性摘要，并向领导层发送精美的报告。
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe 
Gmail
Stripe Gmail View use case →
销售管道健康状况和预测摘要
自动扫描您的CRM，按阶段和所有者对交易进行分组，突出显示停滞的交易，并为领导层生成清晰的管道报告。
Trigger
Weekly Schedule
Related
Sales & revenue 
Salesforce 
Slack
Salesforce Slack View use case →
客户流失风险警报
监控产品使用情况、工单情绪和计费状态，以识别有风险的账户。在客户流失之前，获得包含上下文和建议操作的每日警报。
Trigger
Daily Schedule
Related
Support & success 
Zendesk Stripe Slack
Zendesk Stripe Slack View use case →
Industries and company types
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.