CFO Sunrise: Soft-Tech Morning Brief for Household CEOs

The CFO Sunrise workflow delivers a gentle, family-friendly morning brief at 8:00 AM local time, tailored for 'Household CEOs'—founders balancing business and home. It aggregates key data: bank balances from Mercury/Relay/Plaid, last 24-hour Shopify orders, open/overdue Stripe invoices, and today's Google Calendar events. An optional OpenAI step generates 'Top 3 Priorities' for focused action.

Crafted for real estate pros, insurance advisors, Shopify/Etsy sellers, and homemaker-entrepreneurs, it avoids data overload with elegant, soft-styled HTML emails (plus optional Telegram). Benefits include time savings on manual checks, calm insights during family hours, and actionable overviews to start the day productively without dashboards.

Setup is quick (5-10 mins): add credentials for APIs (HTTP for bank/Shopify/Stripe, OAuth2 for Google Calendar, SMTP/Gmail), replace placeholders like tokens and emails, adjust Cron timezone, test manually, and activate. High-value for solopreneurs seeking graceful automation over chaos.