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Custom Slack/email AI updates per manager

Finance & Margins 1 hr setup

A generic company-wide dashboard gets ignored because nobody's KPIs are exactly the same. This playbook gives every manager their own digest with their own relevant numbers, ending the cycle of chasing people to check a shared dashboard they have no reason to open.

1

Map KPIs to roles

A kitchen manager cares about food cost and waste; a shift lead cares about labor cost and speed of service. Define the right metric set per role.

2

Connect each manager's data scope

Make sure the system only pulls data for the units or shifts that manager is actually responsible for - relevance is the whole point.

3

Automate delivery and cadence

Daily for fast-moving metrics, weekly for slower ones - match the send frequency to how often the number actually changes meaningfully.

Worth knowing

Personalized digests work best when paired with a brief explanation of *why* a number matters, not just the number itself - otherwise it's still just a smaller dashboard nobody reads.