Dispatches
FIG. 19 AI enterprise search → FIG. 18 Athena Python SDK → FIG. 17 Athena Skills → FIG. 16 Web Monitor → FIG. 15 Athena for Operations → FIG. 14 Athena for Analytics → FIG. 13 AI search for your DMS → FIG. 12 Multiplayer AI agents → FIG. 11 Athena Anywhere → FIG. 10 Hey Athena → FIG. 09 Athena for Finance → FIG. 08 What code review becomes → FIG. 07 GTM without a CRM → FIG. 06 The company brain → FIG. 05 Two identical stacks → FIG. 04 Finance builds its own APIs → FIG. 03 Model routing in production → FIG. 02 Knowledge workers don't have GitHub → FIG. 01 Pricing, read from transcripts →
Library80+ scheduledStarters
S

Starters that run on a schedule

80+ starters across 16 job functions that run on a schedule. Each delivers a spreadsheet, PowerPoint deck and Word document by email, in your templates or brand, and reports only what changed since the last run.

Athena Library

A scheduled starter is an AI brief that Athena runs on a schedule and emails to you as a spreadsheet, PowerPoint deck and Word document. The Athena Library has 80+ of them. Each runs once now, delivers a spreadsheet, PowerPoint deck and Word document built in your templates or your brand, emails them to you, and then repeats daily, weekly or monthly, reporting only what changed.

FIG. 01 / HOW IT RUNS01SetupMost need nothingconnected.02ScheduleOnce now,then daily, weekly ormonthly.03FilesSheet, deck, docin your templates orbrand.04EmailAfter every run,with a dated tab eachtime.FIG. 01 / HOW IT RUNS01SetupMost need nothing connected.02ScheduleOnce now, then daily, weekly or monthly.03FilesSheet, deck, doc in your templates or brand.04EmailAfter every run, with a dated tab each time.
FIG. 01Every scheduled starter follows the same four steps.
Contents
  1. 01For everyone
  2. 02Finance
  3. 03Legal and compliance
  4. 04Audit and assurance
  5. 05Sales
  6. 06Marketing
  7. 07Supply chain and operations
  8. 08Procurement
  9. 09Data and analytics
  10. 10Market intelligence
  11. 11Private equity and investing
  12. 12Customer success and support
  13. 13HR and recruiting
  14. 14IT and engineering
  15. 15Leadership and strategy
  16. 16Meetings and productivity

For everyone · 5

Competitive radar

What changed at your closest competitors.

Runs on a scheduleSheetDeckDocNo setup needed
Customer radar

News and a reason to reach out for the accounts you name.

Runs on a scheduleSheetDeckDocNo setup needed
Market radar

Rules, tariffs, deals, and trends in your industry.

Runs on a scheduleSheetDeckDocNo setup needed
Company radar

News, mentions, and reviews about your own company.

Runs on a scheduleSheetDeckDocNo setup needed
Topic radar

What changed on a topic you pick, plus the best reads.

Runs on a scheduleSheetDeckDocNo setup needed

Finance · 7

Monday exec packet

KPIs against plan, the biggest variances, and what to watch.

Runs on a scheduleSheetDeckDocNo setup needed
Budget vs. actuals

Variances by line, with the biggest ones explained.

Runs on a scheduleSheetDeckDocNo setup needed
Rolling forecast

Twelve months with base, upside, and downside, kept fresh.

Runs on a scheduleSheetDeckDocNo setup needed
Invoice inbox sweep

Invoices from your email in one sheet, every week.

Runs on a scheduleSheetDeckDocNeeds Email
Peer earnings tracker

Peers’ results, guidance, and what they said on the call.

Runs on a scheduleSheetDeckDocNo setup needed
Tariff and FX impact watch

Tariff, currency, and rate moves and what they cost us.

Runs on a scheduleSheetDeckDocNo setup needed
13-week cash forecast

Cash by week under three cases, and the low point.

Runs on a scheduleSheetDeckDocNo setup needed
Contracts up for renewal

Renewals and notice deadlines in the next 90 days.

Runs on a scheduleSheetDeckDocNeeds Files
Regulatory update tracker

What changed, when it applies, and what to do.

Runs on a scheduleSheetDeckDocNo setup needed
Case law alert

New rulings on your topics and cases you rely on.

Runs on a scheduleSheetDeckDocNo setup needed
Litigation watch

New suits and enforcement against you, rivals, or clients.

Runs on a scheduleSheetDeckDocNo setup needed
Trademark watch

New filings that look or sound like your marks.

Runs on a scheduleSheetDeckDocNo setup needed

Audit and assurance · 4

Client risk monitor

Going-concern, litigation, and leadership signals per client.

Runs on a scheduleSheetDeckDocNo setup needed
Accounting standards update

New standards and guidance, effective dates, and actions.

Runs on a scheduleSheetDeckDocNo setup needed
Industry risk brief

Sector risks and the accounts most likely to misstate.

Runs on a scheduleSheetDeckDocNo setup needed
Engagement status update

Progress by area, open requests, and decisions needed.

Runs on a scheduleSheetDeckDocNo setup needed

Sales · 7

Trigger-event prospects

New companies with a reason to call this week.

Runs on a scheduleSheetDeckDocNo setup needed
Account plan refresh

Changes at your key accounts and your next three moves.

Runs on a scheduleSheetDeckDocNo setup needed
Competitor battlecard

How to win against one competitor, kept current.

Runs on a scheduleSheetDeckDocNo setup needed
Pipeline health review

Stalled deals, past-due close dates, and missing next steps.

Runs on a scheduleSheetDeckDocNo setup needed
Key account report

Volume, share, and budget variance by account.

Runs on a scheduleSheetDeckDocNo setup needed
Forecast call prep

Commit, best case, and risks by deal for the quarter.

Runs on a scheduleSheetDeckDocNo setup needed
Win/loss analysis

What separates won deals from lost ones.

Runs on a scheduleSheetDeckDocNo setup needed

Marketing · 5

Weekly industry digest

The stories that mattered this week and why.

Runs on a scheduleSheetDeckDocNo setup needed
Share of voice tracker

Your coverage against competitors, and what drove it.

Runs on a scheduleSheetDeckDocNo setup needed
Competitor messaging tracker

What rivals changed in their claims, pages, and offers.

Runs on a scheduleSheetDeckDocNo setup needed
Event and award calendar

Events, speaking slots, and awards with deadlines.

Runs on a scheduleSheetDeckDocNo setup needed
Reporter watch

Who is covering your topics now, with pitch angles.

Runs on a scheduleSheetDeckDocNo setup needed

Supply chain and operations · 7

Supplier risk scan

News and risk signals rated per supplier.

Runs on a scheduleSheetDeckDocNo setup needed
Port and freight watch

Congestion, rates, and disruptions on your lanes.

Runs on a scheduleSheetDeckDocNo setup needed
Carrier performance report

Carrier files combined into one weekly scorecard.

Runs on a scheduleSheetDeckDocNo setup needed
Demand forecast

SKU forecast with seasonality and reorder points.

Runs on a scheduleSheetDeckDocNo setup needed
Inventory health

Slow movers, stockout risks, and excess stock.

Runs on a scheduleSheetDeckDocNo setup needed
Ops daily digest

Volumes, exceptions, and decisions needed today.

Runs on a scheduleSheetDeckDocNo setup needed
Quarterly operating review

What moved, why, and actions per owner.

Runs on a scheduleSheetDeckDocNo setup needed

Procurement · 5

Contract tracker update

All, completed, and over-$1M contracts in one update.

Runs on a scheduleSheetDeckDocNo setup needed
Commodity cost watch

Input price moves, forecasts, and when to buy.

Runs on a scheduleSheetDeckDocNo setup needed
Vendor news watch

Price rises, outages, and deals at your vendors.

Runs on a scheduleSheetDeckDocNo setup needed
Supplier scorecard

Delivery, quality, and cost scores per supplier.

Runs on a scheduleSheetDeckDocNo setup needed
Spend report

Off-contract and tail spend, and where to save.

Runs on a scheduleSheetDeckDocNo setup needed

Data and analytics · 4

Weekly KPI digest

What moved, against target, and why.

Runs on a scheduleSheetDeckDocNo setup needed
Report refresh

A report you rebuild by hand, rebuilt for you.

Runs on a scheduleSheetDeckDocNo setup needed
Data quality check

Row counts, nulls, duplicates, and breaks since last run.

Runs on a scheduleSheetDeckDocNo setup needed
Churn drivers

What predicts churn and who is at risk now.

Runs on a scheduleSheetDeckDocNo setup needed

Market intelligence · 5

Market landscape

Segments, players, funding, and where it is heading.

Runs on a scheduleSheetDeckDocNo setup needed
Industry trends report

The five trends that matter for the next two years.

Runs on a scheduleSheetDeckDocNo setup needed
Competitor pricing tracker

Public prices and promotions against yours.

Runs on a scheduleSheetDeckDocNo setup needed
Assortment gap analysis

What competitors carry that you do not.

Runs on a scheduleSheetDeckDocNo setup needed
Patent watch

New filings from competitors, in plain words.

Runs on a scheduleSheetDeckDocNo setup needed

Private equity and investing · 5

Deal sourcing scan

Companies that fit your thesis, with a signal to act on.

Runs on a scheduleSheetDeckDocNo setup needed
Portfolio monitor

News and risks at every portfolio company.

Runs on a scheduleSheetDeckDocNo setup needed
Sector deal activity

Deals, multiples, and active buyers in your sectors.

Runs on a scheduleSheetDeckDocNo setup needed
Comparable companies

Public peers with growth, margins, and multiples.

Runs on a scheduleSheetDeckDocNo setup needed
Portfolio KPI pack

Revenue, EBITDA, cash, and covenants against plan.

Runs on a scheduleSheetDeckDocNo setup needed

Customer success and support · 6

Weekly account overview

Every account’s week: contact, issues, and next step.

Runs on a scheduleSheetDeckDocNeeds Email
Churn risk review

Accounts showing risk, with evidence and a save plan.

Runs on a scheduleSheetDeckDocNeeds Email
Upcoming renewals

Renewals in the next 90 days, with risks and a plan.

Runs on a scheduleSheetDeckDocNeeds Email
Support trends report

Top issues, new themes, and FAQ updates.

Runs on a scheduleSheetDeckDocNo setup needed
Public review monitor

New reviews, rating trend, and replies to send.

Runs on a scheduleSheetDeckDocNo setup needed
Voice of customer report

Themes, quotes, and actions across all feedback.

Runs on a scheduleSheetDeckDocNo setup needed

HR and recruiting · 4

Weekly hiring report

Open roles, pipeline by stage, and roles at risk.

Runs on a scheduleSheetDeckDocNo setup needed
Talent market watch

What rivals hire for and pay, and who may be open.

Runs on a scheduleSheetDeckDocNo setup needed
Employment law update

New laws and rulings where you employ people.

Runs on a scheduleSheetDeckDocNo setup needed
Payroll exception check

Pay changes, overtime spikes, and errors each period.

Runs on a scheduleSheetDeckDocNo setup needed

IT and engineering · 5

Vendor security watch

Breaches, CVEs, and outages in the tools you run.

Runs on a scheduleSheetDeckDocNo setup needed
AI news brief

Model releases, enterprise adoption, and AI rules.

Runs on a scheduleSheetDeckDocNo setup needed
Software renewal tracker

Renewals, unused seats, and overlapping tools.

Runs on a scheduleSheetDeckDocNo setup needed
Ticket triage

New tickets grouped by type and severity, with owners.

Runs on a scheduleSheetDeckDocNeeds Issue tracker
Sprint summary

Done, slipped, and blocked, ready for stakeholders.

Runs on a scheduleSheetDeckDocNeeds Issue tracker

Leadership and strategy · 4

Weekly CEO brief

What happened to you, rivals, customers, and the market.

Runs on a scheduleSheetDeckDocNo setup needed
Analyst and investor view

Ratings, targets, and what investors ask about.

Runs on a scheduleSheetDeckDocNo setup needed
AI adoption brief

What peers deploy, benchmarks, and three moves for you.

Runs on a scheduleSheetDeckDocNo setup needed
Risk register update

Top risks rescored with this month’s evidence.

Runs on a scheduleSheetDeckDocNo setup needed

Meetings and productivity · 2

Follow-ups I owe

People waiting on you, oldest first.

Runs on a scheduleSheetDeckDocNeeds Email
Project status update

Progress, risks, and decisions from email and meetings.

Runs on a scheduleSheetDeckDocNeeds EmailNeeds Calendar

01Why run it in Athena

Staff what you can't hire. Build what you can't buy.

  1. Your files, not a chat transcript. Every run produces real Excel, Word, and PowerPoint files in your own templates, with formulas, styles, and layouts kept.
  2. People and agents in the same file. Your team edits, comments, and hands work back and forth with the agent, live. Nothing gets exported or pasted.
  3. Every edit has an author and an undo. Each change, by a person or by Athena, is attributed and versioned. Roll back one change, one run, or the whole file.
  4. It learns from every run. The scheduled agent works in the same file each time, reads what it found before, reports only what changed, and updates its own instructions whenever you give it feedback.
  5. All your data, under each person's access. Documents, email, SharePoint, and your data warehouse in one place. Each brief reads only what the person running it can see.
  6. Inside your cloud if you need it. Private-cloud deployment, data residency, and a full audit trail.

02Questions teams ask

What is a scheduled starter?

A starter in the Athena Library that runs once now, delivers a spreadsheet, PowerPoint deck and Word document by email, then repeats on the schedule you pick and reports only what changed.

Do scheduled starters need connected apps?

Most need no setup. 9 read email, calendar, files or an issue tracker, and say so on their card.

All starters →Scheduled starters → Book a demo →