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The briefing

Demo 25 · Reports & insight · for Finance · 1:53 · narrated by Sarah
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What changed and what needs you, in one read.

What this demo covers

The video plays the monthly briefing, a five minute spoken brief generated from your live estate: what renewed, what is landing, where the leverage sits, and the one number that matters this month. It shows the chapter controls for skipping straight to renewals, spend, or leverage, then opens the briefing as a case file with the month at a glance, the full script verbatim, and a forwardable draft for your leadership channel. Every line is grounded in the same data as the rest of the app, so nothing in it is opinion.

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Chapters

Transcript
Welcome

Once a month, your portfolio reports to you, out loud.

Your portfolio, spoken

The monthly briefing is a five minute spoken brief built from your live estate: what renewed, what is landing, where the leverage is, and the one number that matters this month. It is grounded in the same data as every page in the app, so nothing in it is opinion. Press play, or generate the current month if the player is empty.

Chapters and the case

The brief is chaptered, so you can skip straight to renewals, spend, or leverage. And above the player, one band opens the whole briefing as a case file: the month at a glance, every chapter as a timed ledger, the full script verbatim, and a forwardable draft for your leadership channel.

Wrap

Five minutes, once a month, and the estate stays in your head.

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