Use Cases
How Surfboard works proactively across roles - keeping you informed and prepared without manual effort.
Customer Success & Account Management
Your accounts stay current before every call. No pre-meeting scramble required.
Engineering Leadership
What shipped, what's blocked, and what needs your attention - already assembled.
Marketing & RevOps
Live campaign performance across every channel, without building dashboards.
Business Operations & Chief of Staff
The full picture of every team, without anyone writing a status update.
Investment Management
Portfolio signals and client context surfaced before you need to ask.
Built Environment
Project status across every job, trade, and stakeholder - always current.
Customer Success & Account Management
Your accounts stay current without the pre-meeting scramble. Surfboard watches CRM activity, Slack threads, and email in the background - surfacing renewal risks, expansion signals, and accounts going quiet before you have to go looking.
Account Health
Surfboard maintains a live account health board that refreshes as your connected sources change. When engagement drops in email, support tickets spike, or a key contact goes quiet, the board already reflects it.
Try these prompts:
Create an account health board for my top 10 accounts. Track engagement signals from Salesforce, Slack, and email. Flag anything that looks like a churn risk or expansion opportunity.
Meeting Prep
Before any customer call, Surfboard has already assembled the full picture - what's changed since the last interaction, what's open, and what needs attention. You review; you don't rebuild.
Try these prompts:
Build a QBR brief for Acme Corp. Pull from Salesforce activity, the #acme-support Slack channel, and email threads from the past quarter. Highlight renewal risks and expansion opportunities.
Recurring flows for this role
Set these up once and they run on schedule - no manual trigger needed.
Try these prompts:
Create a flow that runs every Monday and delivers a one-page health summary across my book: new risks, recent wins, and accounts I haven't touched in 30+ days.
Try these prompts:
Create a flow that generates a pre-call brief for every customer meeting on my calendar today. Have it ready by 8am, pulling from CRM, email, and support tickets.
Engineering Leadership
Engineering progress surfaces itself. Surfboard pulls from GitHub, Linear, and Slack so you always know what shipped, what's blocked, and what needs your attention - without asking anyone to fill out a status update.
Sprint & PR Aggregation
A unified view of sprint progress, PR velocity, and review bottlenecks across your teams - refreshed continuously. Stale status docs, replaced by a live board that tracks itself.
Try these prompts:
Create a weekly engineering board for the Platform and Integrations teams. Pull open and merged PRs from GitHub, current sprint progress from Linear, and blockers from #eng-standup on Slack.
Incident Post-Mortems
After an incident, Surfboard reconstructs the timeline - pulling Logfire traces, GitHub commits, and Slack conversations from the incident channel into a post-mortem with contributing factors and action items. What used to take an afternoon takes a few minutes.
Try these prompts:
Build a post-mortem for the outage that started at 2am Tuesday. Pull from Logfire, GitHub activity in the API repo, and #eng-incidents on Slack. Include a timeline, contributing factors, and action items.
Recurring flows for this role
Try these prompts:
Create a flow that delivers a weekly engineering digest every Monday morning: what shipped last week, what's blocked, and what needs my attention. Pull from GitHub, Linear, and #eng-standup.
Try these prompts:
Build a flow that monitors for new critical bugs and high-severity issues across all connected repos each morning and sends me a summary if anything needs immediate action.
Marketing & RevOps
Campaign performance is always current. Surfboard tracks every channel in one board that refreshes as the data changes - no manual updates, no copying numbers the night before a review.
Cross-Channel Reporting
Live campaign metrics pulled from your marketing platforms, CRM, and analytics tools into a single board. See how every channel is performing without asking anyone to pull a report.
Try these prompts:
Build a monthly campaign board that consolidates pipeline attribution, email engagement, and content performance. Pull from HubSpot, Google Analytics reports in Drive, and the #marketing-metrics Slack channel.
Competitive & Market Intelligence
Surfboard monitors competitors in the background - tracking product announcements, pricing changes, and press - so you're never caught off guard in a customer conversation or a review meeting.
Try these prompts:
Create a competitive intelligence board for our top three competitors. Pull recent product updates, pricing pages, and press coverage. Refresh weekly and flag anything that changes our positioning.
Recurring flows for this role
Try these prompts:
Create a flow that runs every Monday and delivers a one-page performance summary: what's working, what's slipping, and what needs my attention this week.
Try these prompts:
Build a competitive monitoring flow that runs weekly, searches for announcements and news from our top competitors, and summarizes what's changed since the last run.
Business Operations & Chief of Staff
Leadership stays informed about every team without anyone writing a separate status report. Surfboard pulls from the tools each team already uses and keeps the cross-functional picture current.
Cross-Functional Visibility
One board that tracks progress across every function - engineering, sales, marketing, finance - refreshed from the tools each team actually uses. Decisions that need escalation, cross-team dependencies, and things quietly falling behind are flagged automatically.
Try these prompts:
Create an executive context hub that tracks weekly progress across Engineering (Linear + GitHub), Sales (HubSpot), and Marketing. Highlight cross-team dependencies and decisions that need executive input.
Daily Triage
Instead of scanning Slack, email, and project tools yourself, Surfboard watches them for you and sorts what matters - what needs a decision today, what's worth forwarding, and what can wait until next week.
Try these prompts:
Scan my email, Slack, and calendar from the past 24 hours and give me a prioritized summary: what needs a decision today, what's just an FYI, and what can wait.
Recurring flows for this role
Try these prompts:
Create a flow that runs every Friday afternoon and assembles a week-in-review brief: key decisions made, blockers resolved, and open items for next week - pulling from Slack, email, and my connected project tools.
Try these prompts:
Build a morning briefing flow that runs every weekday at 7am and delivers a 5-bullet summary: what happened overnight, what's on my calendar today, and what needs a decision from me.
Investment Management
Client relationships and portfolio signals stay current without manual monitoring. Surfboard watches your sources for the things worth your attention - so the right context is already assembled before every call.
Portfolio & Market Monitoring
Surfboard tracks your holdings and connected sources for signals that warrant attention - news, earnings, management changes - and surfaces them before they come up in a client conversation.
Try these prompts:
Create a portfolio monitoring board for my top 15 holdings. Track recent news, earnings releases, and any analyst changes. Refresh weekly and flag anything worth raising with clients.
Client Prep & Reporting
Before any client call, the full account picture is already assembled - performance, recent activity, open questions from the last meeting. You review and add judgment; Surfboard handles the assembly.
Try these prompts:
Build a pre-call brief for my meeting with the Acme Family Office tomorrow. Pull from our last meeting notes, recent emails, and any account activity from the past 30 days.
Recurring flows for this role
Try these prompts:
Create a flow that runs every Monday and delivers a one-page book summary: key portfolio developments, clients I haven't touched in 30+ days, and anything I need to act on this week.
Try these prompts:
Build a flow that drafts a quarterly client letter for any client I name - pulling from their account performance, our meeting history, and relevant market context.
Built Environment
Project status is always current across every job, trade, and stakeholder. Surfboard monitors your project tools, email, and team channels so nothing falls through the cracks between systems.
Project Status & Coordination
Surfboard tracks open RFIs, pending submittals, schedule slippage, and outstanding approvals across your active jobs and flags items that are blocking progress - before they become delays.
Try these prompts:
Create a project status board for the Westside Office Tower job. Pull from Procore, the #westside-tower Slack channel, and email with the GC and owner. Flag open RFIs and anything affecting the schedule.
Owner Reporting
Surfboard assembles owner reports from your live project data - no copying from spreadsheets or chasing subs for updates. The report reflects what's actually happening this week, with sources you can verify.
Try these prompts:
Draft an owner report for the Harbor District project as of today. Use our standard format: schedule summary, budget status, open issues, and next steps. Pull from Procore and email.
Recurring flows for this role
Try these prompts:
Create a flow that runs every Friday and drafts a project status summary for each active job: what moved this week, what's blocked, and what needs the owner's attention.
Try these prompts:
Build a flow that monitors for new RFIs, overdue submittals, and schedule alerts each morning and sends me a one-page summary of what needs action today.
Common Patterns
The proactive setup
The most valuable Surfboard setups work without you triggering them. A document on a schedule refreshes itself. A flow runs every morning. The signal arrives; you review it and act - you don't go looking for it.
The best time to build a board or flow is right after you've asked for something manually. Once the output looks right, turn it into a scheduled document or a flow. Next week, it's already done before you arrive.
Start with a document, automate with a flow
Most workflows start as a one-time request. Ask Surfboard for a brief, a summary, or a status update. Once the format is right, turn it into a flow that runs on a cadence. The document becomes your template; the flow keeps it current across every run.
Sharing the picture
Boards and documents are built to share. Send a public link to a stakeholder who doesn't have Surfboard, invite a teammate to collaborate, or set up a shared workspace where everyone on your team sees the same live view. Subscribed members get notified when something meaningful changes.