Connect Everything

I need a Monday briefing for the Accounting team.
Pull from Jira: all open reconciliation tasks and financial close items for this period.
Pull from Confluence: the current month-end close checklist and any updated accounting procedures.
Search Glean: recent announcements from Treasury or Compliance that affect the close.
Produce a Word document (.docx) with:
- Outstanding reconciliation tasks by type (bank, safeguarding, merchant balance)
- Close checklist items completed vs remaining with owners
- Queries pending from Treasury, Security, or Compliance
- Recommended priorities for this week to stay on track
Keep to 2 pages.

Pull all open chargeback cases from Jira with status In Progress or Pending.
Check Confluence for the latest scheme deadline reference page.
Produce a Word document (.docx) briefing with:
- Cases approaching deadline (< 7 days remaining)
- Cases by scheme (Visa, Mastercard, AMEX) with deadline dates
- Any scheme rule changes from recent Confluence updates
Sort by urgency. Keep to 2 pages.

I need a Monday briefing for the Customer Monitoring Team.
Pull from Jira: open CDD cases, EDD investigations due this week, and periodic refresh escalations.
Pull from Confluence: updated screening procedures and any regulatory guidance changes.
Search Glean: sanctions screening tool or fraud monitoring tool alert volume trends and MLRO communications from the past week.
Produce a Word document (.docx) with:
- Alert backlog size and triage status (open, in review, pending escalation)
- EDD cases due within 7 days with trigger type and merchant risk level
- Periodic refresh pipeline by escalation stage (email, SMS, outbound, final-stage follow-up)
- Regulatory or screening tool changes requiring team action
Keep to 2 pages.

I need a Monday briefing for Country Operations leadership.
Pull from Jira: country-level operational issues, merchant escalations, and open action items across all markets.
Pull from Confluence: market-specific runbooks and any updated local compliance requirements.
Search Glean: recent decisions or announcements affecting specific countries (GB, ES, IT, PT, CZ, HU, IS).
Produce a Word document (.docx) with:
- Open escalations by country with status and owner
- Local compliance or regulatory deadlines approaching this month
- Commission or deal approvals pending governance sign-off
- Cross-country patterns or shared issues worth discussing at the next leaders call
Keep to 2 pages.

Pull all tickets created over the weekend from Jira (Saturday-Sunday).
Search Glean for any related known issues or announcements.
Check Confluence for updated runbooks matching the top ticket categories.
Produce a Word document (.docx) with:
- Weekend ticket count by category
- Escalations requiring immediate attention
- Links to relevant runbooks
- Repeat-issue patterns (3+ tickets for same root cause)

I need a Monday briefing for the Data and Analytics team.
Pull from Jira: open ad-hoc data requests, pipeline incidents, and Tableau migration tickets.
Pull from Confluence: Snowflake Dashboard deprecation timeline and DBT model change log.
Search Glean: data-related requests or escalations posted in Slack channels over the past week.
Produce a Word document (.docx) with:
- Ad-hoc request queue ranked by business priority and estimated complexity
- Pipeline incidents from the past week with resolution status
- Tableau migration progress vs the June 2026 deadline
- Commission data or reporting changes flagged by Finance or Partnerships
Keep to 2 pages.

Pull open reconciliation tickets from Jira for this month.
Search Confluence for month-end close checklist.
Search Glean for any finance announcements or policy changes.
Produce a Word document (.docx) with:
- Open items blocking month-end close
- Reconciliation status by account type
- Outstanding approvals needed
- Key dates and deadlines this week

I need a Monday briefing for the Fraud team.
Pull from Jira: open monitoring cases, investigation queue size, and any merchants flagged for payout blocks last week.
Pull from Confluence: updated fraud rule typologies and any new BIN attack or velocity spike patterns documented.
Search Glean: recent fraud monitoring tool migration updates and chargeback ratio alerts from the past week.
Produce a Word document (.docx) with:
- Investigation queue by severity and detection mode (real-time, near real-time, batch)
- Merchants approaching Visa VAMP or Mastercard MATCH thresholds
- False positive rate trends and snooze list changes
- Tool migration status (Jira to fraud monitoring tool) and any workflow impacts this week
Keep to 2 pages.

I need a Monday briefing for the Inside Sales team.
Pull from Jira: CDD status on deals handed off to onboarding and any blocked merchant applications.
Pull from Confluence: updated sales playbooks and pricing adherence guidelines.
Search Glean: HubSpot pipeline changes, new inbound leads, and deal card updates from the past week.
Produce a Word document (.docx) with:
- Pipeline summary by stage with stale deals flagged (no update > 7 days)
- CDD handoff status: deals cleared, deals pending, deals blocked
- New leads received over the weekend requiring assignment
- Pricing dashboard highlights and any adherence issues to discuss
Keep to 2 pages.

I need a Monday briefing for the IT Helpdesk team.
Pull from Jira: open service desk tickets by category (access requests, MFA resets, hardware, software licences) and SLA status.
Pull from Confluence: known issues, scheduled maintenance windows, and Okta configuration changes.
Search Glean: new joiner start dates from HiBob and any IT-related escalations posted in Slack.
Produce a Word document (.docx) with:
- Ticket queue by category with count and oldest unresolved
- New joiner provisioning due this week (names, departments, required tools)
- Upcoming maintenance windows or system changes affecting users
- Recurring ticket patterns that could be addressed with self-service documentation
Keep to 2 pages.

I need a Monday briefing for the Legal team.
Pull from Jira: open contract review requests, NDA tickets, GDPR requests, and law enforcement responses with deadlines.
Pull from Confluence: updated contract templates, regulatory submission tracker, and RoPA status.
Search Glean: recent compliance or regulatory announcements requiring legal assessment.
Produce a Word document (.docx) with:
- Contract reviews in queue ranked by deadline (urgent < 7 days first)
- NDA requests: self-service vs complex requiring manual review
- Regulatory submissions due this month with document completeness status
- New compliance or policy changes that may affect merchant agreements
Keep to 2 pages.

I need a Monday briefing for the Supply Chain team.
Pull from Jira: open terminal delivery requests, swap orders, collection tickets, and overdue items.
Pull from Confluence: country-specific delivery SLAs and updated device preparation procedures.
Search Glean: Zuper dispatch updates and courier tracking issues reported over the weekend.
Produce a Word document (.docx) with:
- Delivery queue by type (new, swap, collection) with count per country
- Overdue deliveries and failed attempts requiring rebooking
- Device preparation backlog: units awaiting QA, charging, or key injection
- Stock level alerts for any terminal model running low
Keep to 2 pages.

I need a Monday briefing for the Marketing team.
Pull from Jira: content calendar items due this week, campaign production tasks, and localisation tickets.
Pull from Confluence: active campaign briefs, brand guidelines, and Braze communication schedules.
Search Glean: competitor marketing activity, product launches, and any internal announcements affecting campaign messaging.
Produce a Word document (.docx) with:
- Content deadlines this week by channel (blog, email, social, in-app) with owner
- Campaign status: in production, awaiting approval, or live with early performance signals
- Localisation tasks pending across markets (copy-paste backlog)
- Competitive intelligence highlights relevant to active campaigns
Keep to 2 pages.

I need a Monday briefing for the Onboarding team.
Pull from Jira: merchant applications by stage (registration, KYC, CDD, terminal assignment, activation) and any stuck > 14 days.
Pull from Confluence: onboarding process checklists and updated CDD requirements.
Search Glean: recent HubSpot deal handoffs and any internal ops tool or Zuper issues reported last week.
Produce a Word document (.docx) with:
- Pipeline snapshot: application count by stage with week-over-week change
- Bottleneck analysis: merchants stuck in CDD or final-stage follow-up with days waiting
- Terminal delivery coordination items pending with Zuper
- Conversion funnel: application to first settlement rate this month vs target
Keep to 2 pages.

I need a Monday briefing for the Operations team.
Pull from Jira: open operational requests, cross-team tickets, and process exception items.
Pull from Confluence: SOP update status and stale pages flagged for review.
Search Glean: workflow automation bot failure logs and operations team capacity issues from the past week.
Produce a Word document (.docx) with:
- Open request backlog by team with urgency classification
- workflow automation platform recipe failures last week: count, affected workflows, and manual reprocessing needed
- SOPs flagged as stale or missing for active processes
- operations capacity update: sales agent correction volume and bank account currency changes
Keep to 2 pages.

I need a Monday briefing for the Partnerships team.
Pull from Jira: partner onboarding tickets, integration requests, and commission dispute cases.
Pull from Confluence: partner programme documentation and commission model governance updates.
Search Glean: HubSpot partner pipeline activity and Referral Factory lead attribution from the past week.
Produce a Word document (.docx) with:
- Partner lead generation: new leads by partner this week vs last week
- Integration status: partners in onboarding pipeline with next milestone
- Commission cycle: disputes pending, payments in progress, governance sign-offs needed
- Top and bottom performing partners with suggested follow-up actions
Keep to 2 pages.

I need a Monday briefing for the People team.
Pull from Jira: open HR service desk tickets, onboarding tasks for upcoming new joiners, and off-boarding checklists due.
Pull from Confluence: updated HR policies, onboarding guides, and performance review cycle timeline.
Search Glean: HiBob new joiner announcements, Navan policy queries, and any people-related escalations from Slack.
Produce a Word document (.docx) with:
- New joiners starting this week: names, departments, countries, provisioning status
- Open employee requests by category (access, payroll, benefits, leave queries)
- Off-boardings due this month with handover and access revocation status
- Performance review cycle milestones approaching and completion rates
Keep to 2 pages.

I need a Monday briefing for the Product Activation team.
Pull from Jira: merchants pending activation, blocker tickets (KYC incomplete, terminal not delivered, technical issues).
Pull from Confluence: activation playbooks, campaign templates, and KPI target documentation.
Search Glean: campaign performance results and non-transacting merchant signals from Tableau dashboards last week.
Produce a Word document (.docx) with:
- Activation rate vs 90% POS target: current month progress by lead source
- Non-transacting merchants onboarded > 14 days with likely blocker category
- Campaign effectiveness: conversion rates by channel (SMS, email, phone, ads)
- Drop-off funnel: where merchants are stalling and recommended interventions
Keep to 2 pages.

Pull the current sprint board from Jira — all issues, statuses, assignees.
Search Confluence for the latest product roadmap page.
Search Glean for recent stakeholder decisions.
Produce a Word document (.docx) with:
- Sprint progress (done/in-progress/blocked)
- Issues that need discussion in planning
- Roadmap items relevant to next sprint
- Open decisions that affect scope

I need a Monday briefing for the Product Operations team.
Pull from Jira: Tier 2 escalation queue, complaint records pending audit, and help centre update tickets.
Pull from Confluence: escalation guidelines, complaint handling procedures, and help centre content inventory.
Search Glean: recurring merchant issue patterns reported by CR and Sales in Slack channels last week.
Produce a Word document (.docx) with:
- Tier 2 queue: open escalations by category with average age and resolution path
- Top 5 recurring issue themes with occurrence count and root cause hypothesis
- Complaint audit status: records reviewed vs outstanding with compliance gaps flagged
- Help centre pages due for update based on Tier 2 question frequency
Keep to 2 pages.

I need a Monday briefing for the Retentions team.
Pull from Jira: incoming cancellation requests routed from CR and repricing cases in progress.
Pull from Confluence: save-call framework updates and repricing approval guidelines.
Search Glean: churn signals from Zendesk (fee enquiries, terminal complaints) and HubSpot merchant activity declines.
Produce a Word document (.docx) with:
- Cancellation requests received: count, merchant value, stated reason breakdown
- Save-call prep queue: merchants requiring pre-call data gathering today
- Early warning signals: merchants showing churn indicators but not yet requesting cancellation
- Win-back outcomes from last week: saved, lost, repriced with revenue impact
Keep to 2 pages.

I need a Monday briefing for the Risk team.
Pull from Jira: open risk assessments, merchant reviews pending, and accounts flagged for restriction or blocking.
Pull from Confluence: risk appetite framework, guardrail threshold definitions, and risk model update notes.
Search Glean: chargeback ratio alerts, MOTO pattern warnings, and CDD risk team meeting notes from the past week.
Produce a Word document (.docx) with:
- Merchants under active review: count by risk trigger (chargebacks, fraud, CNP, behaviour mismatch)
- Threshold proximity: merchants within 20% of VAMP or MATCH limits
- Risk model changes or new guardrail rules deployed last week
- Cross-country risk patterns worth raising at the next CDD risk meeting
Keep to 2 pages.

I need a Monday briefing for the Scheme Operations team.
Pull from Jira: open scheme compliance items, bulletin action tickets, and MCC review tasks.
Pull from Confluence: latest Visa, Mastercard, and AMEX bulletin summaries and fee reconciliation procedures.
Search Glean: scheme portal notifications, clearing file issues, and interchange rate changes from the past week.
Produce a Word document (.docx) with:
- Scheme bulletin action items: new mandates, fee changes, or rule updates with deadlines
- Monthly fee reconciliation status: variances flagged by scheme with investigation progress
- MCC compliance: merchants flagged for misclassification or restriction violations
- Upcoming scheme business review preparation items and data pack status
Keep to 2 pages.

I need a Monday briefing for the Treasury team.
Pull from Jira: open settlement funding items, balance correction tickets, and bank transfer exceptions.
Pull from Confluence: treasury policy updates, safeguarding calculation methodology, and banking partner notices.
Search Glean: FX volatility alerts, settlement position reports, and Accounting queries from the past week.
Produce a Word document (.docx) with:
- Safeguarding position: total across partner bank A and partner bank B with 80/20 split check
- Settlement funding status: any shortfalls, failed sweeps, or pending corrections
- FX exposure summary: currencies approaching volatility thresholds and DCC status
- Bank relationship items: portal issues, transfer exceptions, or partner communications requiring action
Keep to 2 pages.