Leadership · use cases

Everything your leadership team does, in one sentence.

A one-off assistant does a task and forgets it. Hexa learns how your leadership team works, turns it into a workflow, and runs it the same way every time, for everyone. Each of these pulls from the tools where your data lives and does the whole chain.

CEO "Prep me for today's external meetings."

Reads today's Google Calendar events, pulls each attendee's account record from Salesforce and recent enrichment from Bowtie, and drafts a briefing doc in Google Docs.

pulls fromGoogle CalendarSalesforceBowtieGoogle Docs
CEO "Build my weekly board update from live numbers."

Pulls revenue metrics from Stripe and pipeline from Salesforce, reconciles them against the last update in Google Docs, and posts a summary to the board Slack channel.

pulls fromStripeSalesforceGoogle DocsSlack
CEO "Summarize what happened across the company this week."

Gathers merged pull requests from GitHub, closed issues from Linear, and support trends from Zendesk, then writes a company-wide digest posted to Slack.

pulls fromGitHubLinearZendeskSlack
CEO "Follow up on every commitment I made in last week's calls."

Extracts action items from Gong call transcripts, matches them to the related Salesforce opportunities, and drafts follow-up emails in Gmail.

pulls fromGongSalesforceGmail
CEO "Give me a read on our top ten accounts before the offsite."

Pulls the ten largest opportunities from Salesforce, adds recent support activity from Intercom and payment status from Stripe, and compiles a one-page brief in Google Docs.

pulls fromSalesforceIntercomStripeGoogle Docs
CEO "Draft my monthly investor email."

Reads KPIs from Google Sheets, headcount changes from Workday, and product usage from Amplitude, then drafts the investor update email in Gmail.

pulls fromGoogle SheetsWorkdayAmplitudeGmail
CEO "Reconcile our stated ARR against billing."

Compares the ARR figure in the Salesforce dashboard against active subscriptions in Stripe and invoices in QuickBooks, then flags discrepancies in a Slack message.

pulls fromSalesforceStripeQuickBooksSlack
CEO "Tell me which strategic bets are slipping."

Pulls company objectives from Notion, cross-references delivery progress from Linear and Jira, and posts an at-risk summary to the leadership Slack channel.

pulls fromNotionLinearJiraSlack
CEO "Research the three prospects I'm meeting tomorrow."

Reads tomorrow's Google Calendar invites, enriches each company through Bowtie, checks existing records in HubSpot, and writes profiles in Google Docs.

pulls fromGoogle CalendarBowtieHubSpotGoogle Docs
CEO "Clean up my inbox into decisions I actually need to make."

Triages unread Gmail threads, cross-references senders against Salesforce contacts, and posts a prioritized decision list to my private Slack channel.

pulls fromGmailSalesforceSlack
Founder "Show me where new signups are dropping off this week."

Pulls funnel events from Mixpanel and GA4, joins them with recent signup records in HubSpot, and drafts a findings doc in Google Docs.

pulls fromMixpanelGA4HubSpotGoogle Docs
Founder "Turn this week's customer calls into a product priorities list."

Extracts feature requests from Fathom transcripts, matches them to existing Linear issues, and creates or updates issues with the customer context.

pulls fromFathomLinear
Founder "Draft replies to the ten most important customer emails."

Ranks unread Gmail threads by the sender's account value in Stripe, checks open tickets in Intercom, and drafts responses in Gmail.

pulls fromGmailStripeIntercom
Founder "Reconcile our cash position across accounts."

Pulls balances from QuickBooks, card spend from Brex, and payouts from Stripe, then writes a consolidated cash summary to Google Sheets.

pulls fromQuickBooksBrexStripeGoogle Sheets
Founder "Find the accounts most likely to churn and why."

Pulls usage decline from Amplitude and open tickets from Zendesk, matches them to Salesforce accounts, and posts a churn-risk list to Slack.

pulls fromAmplitudeZendeskSalesforceSlack
Founder "Prep me for the fundraising meeting on Thursday."

Enriches the investor firm through Bowtie, pulls our metrics from Google Sheets, and assembles a briefing in Google Docs with the calendar details.

pulls fromBowtieGoogle SheetsGoogle DocsGoogle Calendar
Founder "Summarize every open bug our biggest customers are hitting."

Pulls errors from Sentry, links them to Zendesk tickets and the affected Salesforce accounts, and drafts a prioritized summary in Notion.

pulls fromSentryZendeskSalesforceNotion
Founder "Route this week's inbound leads to the right owner."

Reads new leads in HubSpot, enriches each through Bowtie, assigns an owner by territory, and posts assignments to the sales Slack channel.

pulls fromHubSpotBowtieSlack
Founder "Draft a hiring update from our open roles."

Pulls open requisitions and candidate stages from Greenhouse, checks approved headcount in Workday, and writes a status update in Google Docs.

pulls fromGreenhouseWorkdayGoogle Docs
Founder "Sync our roadmap page with what engineering is actually shipping."

Reads shipped issues from Linear and merged PRs from GitHub, then updates the public roadmap page in Notion to match.

pulls fromLinearGitHubNotion
Chief of Staff "Build the CEO's daily brief for tomorrow."

Compiles tomorrow's Google Calendar, overnight Slack mentions, and priority Gmail threads into a single briefing doc in Google Docs.

pulls fromGoogle CalendarSlackGmailGoogle Docs
Chief of Staff "Track action items from Monday's leadership meeting to owners."

Pulls decisions from the Fathom recording, creates assigned tasks in Asana, and posts the owner list to the leadership Slack channel.

pulls fromFathomAsanaSlack
Chief of Staff "Reconcile our OKRs against real progress."

Reads the quarterly OKRs in Notion, pulls delivery data from Jira and metrics from Looker, and updates each objective's status in Notion.

pulls fromNotionJiraLooker
Chief of Staff "Prepare the weekly leadership meeting packet."

Gathers departmental metrics from Google Sheets, open risks from Linear, and last week's notes in Confluence, then assembles the agenda in Google Docs.

pulls fromGoogle SheetsLinearConfluenceGoogle Docs
Chief of Staff "Chase down the three approvals stuck on the CEO's desk."

Finds pending approval threads in Gmail, matches them to expense records in Ramp and contracts in Salesforce, and posts a chase list to Slack.

pulls fromGmailRampSalesforceSlack
Chief of Staff "Summarize board feedback into follow-up tasks."

Extracts feedback from the board meeting notes in Google Docs, creates follow-up issues in Linear, and posts the owner assignments to Slack.

pulls fromGoogle DocsLinearSlack
Chief of Staff "Reconcile our headcount plan against actual hires."

Compares the headcount plan in Google Sheets against filled roles in Greenhouse and active employees in Workday, then flags variances in Slack.

pulls fromGoogle SheetsGreenhouseWorkdaySlack
Chief of Staff "Clean up our shared strategy drive."

Audits stale documents in Google Drive, cross-references them against active projects in Asana, and posts a list of files to archive to Slack.

pulls fromGoogle DriveAsanaSlack
Chief of Staff "Draft the all-hands agenda from this quarter's wins."

Pulls shipped work from Linear, revenue milestones from Stripe, and new customers from Salesforce, then drafts the all-hands agenda in Google Docs.

pulls fromLinearStripeSalesforceGoogle Docs
Chief of Staff "Route incoming partnership requests to the right exec."

Triages partnership emails in Gmail, enriches each company through Bowtie, and creates routed tasks in Asana with a Slack notification to the owner.

pulls fromGmailBowtieAsanaSlack
COO "Give me a cross-department status for Friday's review."

Pulls delivery from Jira, support load from Zendesk, and spend from NetSuite, then compiles a consolidated status report in Google Docs.

pulls fromJiraZendeskNetSuiteGoogle Docs
COO "Reconcile department budgets against actual spend."

Compares budgeted amounts in Google Sheets against card spend in Ramp and invoices in NetSuite, then posts overspend flags to the finance Slack channel.

pulls fromGoogle SheetsRampNetSuiteSlack
COO "Summarize where our SLAs are slipping."

Pulls response times from Zendesk and Intercom, joins them to the affected Salesforce accounts, and drafts an SLA breach report in Google Docs.

pulls fromZendeskIntercomSalesforceGoogle Docs
COO "Prep the operations section of the board deck."

Reads operational KPIs from Looker and hiring progress from Greenhouse, then updates the operations slides content in Google Docs and notifies the deck owner in Slack.

pulls fromLookerGreenhouseGoogle DocsSlack
COO "Find every vendor renewal coming up next quarter."

Scans recurring charges in Brex and invoices in QuickBooks, cross-references vendor contracts in Google Drive, and drafts a renewal calendar in Google Sheets.

pulls fromBrexQuickBooksGoogle DriveGoogle Sheets
COO "Triage this quarter's escalations by root cause."

Pulls escalated tickets from Zendesk, links them to Sentry incidents and Linear issues, and posts a grouped root-cause summary to Slack.

pulls fromZendeskSentryLinearSlack
COO "Sync approved headcount from finance into recruiting."

Reads approved roles from the plan in Google Sheets, checks NetSuite for budget confirmation, and opens matching requisitions in Greenhouse.

pulls fromGoogle SheetsNetSuiteGreenhouse
COO "Report on how efficient each team is this month."

Pulls cycle time from Jira, spend from Ramp, and headcount from Workday, then builds a per-team efficiency table in Google Sheets.

pulls fromJiraRampWorkdayGoogle Sheets
COO "Clean up duplicate vendor records across systems."

Compares vendor lists in QuickBooks and NetSuite, identifies duplicates, and posts a merge proposal to the finance Slack channel.

pulls fromQuickBooksNetSuiteSlack
COO "Draft the weekly operations digest for leadership."

Gathers incidents from Sentry, ticket volume from Zendesk, and project status from Asana, then drafts the digest and posts it to Slack.

pulls fromSentryZendeskAsanaSlack
Department VP "Prep me for my one-on-ones this week."

Reads my Google Calendar one-on-ones, pulls each report's open work from Jira and recent Slack activity, and drafts talking points in Google Docs.

pulls fromGoogle CalendarJiraSlackGoogle Docs
Department VP "Build my team's monthly performance report."

Pulls delivery metrics from Linear, product adoption from Amplitude, and revenue attribution from Salesforce, then writes the report in Google Docs.

pulls fromLinearAmplitudeSalesforceGoogle Docs
Department VP "Follow up on the leads from last week's webinar."

Pulls webinar registrants from Marketo, enriches them through Bowtie, creates contacts in HubSpot, and drafts personalized follow-up emails in Gmail.

pulls fromMarketoBowtieHubSpotGmail
Department VP "Reconcile my pipeline forecast with reality."

Compares the forecast in Google Sheets against open opportunities in Salesforce and closed revenue in Stripe, then flags gaps in a Slack message.

pulls fromGoogle SheetsSalesforceStripeSlack
Department VP "Summarize my team's sprint for the leadership channel."

Pulls completed and carried-over issues from Jira and merged PRs from GitHub, then posts a sprint summary to the leadership Slack channel.

pulls fromJiraGitHubSlack
Department VP "Triage the feature requests my team got this week."

Collects requests from Intercom conversations and Gong calls, dedupes them against existing Linear issues, and creates new issues for the gaps.

pulls fromIntercomGongLinear
Department VP "Research the competitor my top prospect mentioned."

Enriches the competitor through Bowtie, pulls prior mentions from Gong transcripts, and compiles a battlecard in Confluence.

pulls fromBowtieGongConfluence
Department VP "Clean up stale deals in my pipeline."

Finds Salesforce opportunities with no activity in 30 days, checks for recent email contact in Gmail, and posts a list to close or revive to Slack.

pulls fromSalesforceGmailSlack
Department VP "Sync my campaign results back into the CRM."

Pulls open and click metrics from Mailchimp, matches recipients to HubSpot contacts, and updates each contact's engagement fields.

pulls fromMailchimpHubSpot
Department VP "Draft my quarterly business review deck content."

Pulls team KPIs from Looker, pipeline from Salesforce, and roadmap progress from Linear, then drafts the QBR narrative in Google Docs.

pulls fromLookerSalesforceLinearGoogle Docs
Why not just a general assistant?

Anyone can do a task once. Hexa runs your business's workflows.

A general agent handles a one-off prompt and starts cold next time. Hexa keeps the workflow: it knows your tools, your conventions, and how your team actually works, so the same sentence works next week, for you and the teammate you shared it with, on their own accounts and under your approval policy.

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