> ## Documentation Index
> Fetch the complete documentation index at: https://v1-docs.adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI executive workflows

> See how executives and leadership teams use Adapt to prepare updates, monitor performance and coordinate strategic work across every business function.

Adapt helps executives stay informed about their business without digging through multiple tools. Get answers to critical questions backed by real data.

## Key Use Cases

### Business Metrics

Get instant answers about your key metrics.

```
What's our current MRR and how has it changed?
```

```
Show me our key metrics for the board
```

```
How are we tracking against our Q4 goals?
```

### Team Visibility

Stay on top of what's happening across your organization.

```
What did the engineering team work on this week?
```

```
Summarize the key discussions in Slack from yesterday
```

```
What's the status of the product launch?
```

### Strategic Research

Get quick answers and analyses on demand.

```
Research the latest news about [competitor]
```

```
Summarize this report [upload PDF]
```

```
Analyze this data and identify trends [upload CSV]
```

## Example Questions

> [accordion] Financial Metrics
>
> ```
> What's our MRR, ARR, and growth rate?
> ```
>
> ```
> How is churn trending?
> ```
>
> ```
> Show me revenue by customer segment
> ```

> [accordion] Team Activity
>
> ```
> What happened in engineering this week?
> ```
>
> ```
> Summarize product discussions from Slack
> ```
>
> ```
> What's the team working on right now?
> ```

> [accordion] Competitive Intelligence
>
> ```
> What's the latest news about our industry?
> ```
>
> ```
> Research [competitor] recent announcements
> ```
>
> ```
> How does our pricing compare to competitors?
> ```

## Key Integrations

| Integration | Secret Name | What it enables |
| - | - | - |
| **Stripe** | `STRIPE_API_KEY` | Revenue, MRR, churn metrics |
| **Snowflake** | See [docs](https://v1-docs.adapt.com/docs/integrations/snowflake.md) | Data warehouse queries |
| **HubSpot** | `HUBSPOT_ACCESS_TOKEN` | Pipeline, forecasting |
| **Slack** | OAuth (org) | Team discussions |

## Getting Started

**1. Connect your data sources**

Link Stripe, your data warehouse, and CRM

**2. Try a metrics query**

Ask about MRR or pipeline health

**3. Set up recurring updates**

Create an automation for regular reports

## Next Steps

> [card] [Stripe Integration](https://v1-docs.adapt.com/docs/integrations/stripe.md)
>
> Connect revenue data

> [card] [Automations](https://v1-docs.adapt.com/docs/features/automations.md)
>
> Automate your updates


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