Centralized communication hub for a PR agency CEO — five live data sources unified into one tabbed dashboard, with an AI-generated morning brief on top.
Dave, Rosebud's CEO, was living across Slack (4 client channels), Gmail (forwarded coverage), Fathom (call recordings), Monday.com (client tasks), and Airtable (campaign docs). Critical signals were getting buried; context was scattered across tabs.
The problem wasn't information — there was plenty of it. It wasn't aggregated anywhere. Every morning started with 20 minutes of context reconstruction before any actual work could happen.
The ask: one dashboard that pulls everything live, organized by client, with an AI layer that synthesizes it into a morning brief.
| Segment | The Work |
|---|---|
| Slack | Four client channels pulled in real-time. Date sections, 4-col card grid, real user names, filter bar. Reply and compose without leaving the dashboard. |
| Gmail | OAuth inbox auto-loads on open. Forwarded client coverage surfaces inline. Lifetime sync across Dave's devices, sidebar badge count. |
| Fathom AI | Call webhooks fire on session end. Transcripts, summaries, attendees, and auto-extracted action items land as expandable cards. |
| Monday.com | Client project boards surfaced in the dashboard — tasks, deadlines, and status filtered per client. |
| Airtable Docs | Full document ecosystem — folders, star, rename, move, drag-drop, grid/list views. Persistent storage backed by Airtable. |
| n8n | Slack message ingest, Fathom call ingest, and signal-feed refresh pipelines keep the dashboard current without a polling loop. |
| OpenRouter / Claude | Reads live data from every tab and synthesizes the CEO Pulse — client health, priority signals, and recommended actions. |
| Frontend | Tabbed UI filtered by client. Vercel-hosted. One URL replaces five open apps. |
| Tab | What it does |
|---|---|
| Slack | Live messages from shopline-rosebud, justt-rosebud, rosebud-smac, and pr-in-a-box. Date-section feed, 4-col grid, filter bar, reply and compose inline. |
| Calls | Fathom integration with date sections and expandable call cards — summary, attendees, action items. Filter by time, client, and call type. |
| Gmail OAuth inbox for forwarded client emails. Auto-loads on page open. Sidebar badge count. Lifetime auto-sync across devices. | |
| Documents | Folders, star, rename, move, context menu, drag-drop, grid/list views. Sources: Monday, Email, Slack, Upload, Google Drive — all backed by Airtable. |
| CEO Pulse | AI-powered intelligence brief via OpenRouter / Claude. Reads every tab, returns an executive summary: client health, priority signals, action items. |
