Work · Case study
Morning Desk: a sales dashboard for a consumer-products company
A New York company that designs, licenses, makes and distributes branded products. For one salesperson whose day ran through his inbox, we built Morning Desk: the inbox, sorted into the day's work.
Client not named. Every number below came from the client.
The business
A long-established New York company that designs, licenses, manufactures and distributes branded consumer products across many categories, selling to retailers from dollar stores to department stores. A salesperson's day runs through his email: buyer questions, orders, follow-ups and approvals, all mixed together in one inbox.
What we found
- The inbox was the to-do list, and it didn't sort itself. The work that mattered each morning was buried among everything else that arrived overnight.
- Security came first. A company that handles licensed brands for major retailers can't hand an AI tool the keys to its systems on day one.
What we recommended
Your own team can do it now
- Start with documents only: a few files someone chooses, with nothing connected to company systems.
A Claude skill or assistant on a standard setup
- Morning Desk: a dashboard built on top of the salesperson's existing inbox, so the day starts with the work already sorted. No new system for him to learn.
Needs a developer (we refer this out)
- Connections to company systems only after IT signs off, read-only first, and with a person approving every action.
Leave it alone
- Don't connect AI to company systems before IT has signed off, however useful it looks. Earn access one step at a time.
What they chose to do
They took all of it: nothing was turned down or put off. Because they're careful about security, the next step being discussed is a contained pilot in a single department, so that if anything ever went wrong it would stay in that one department. Which department hasn't been decided yet.
What happened
Morning Desk is still in daily use. It started with one salesperson; about six salespeople in the same company use it now.
What I’d do differently
Plan more time for training and follow-up. Building the tool is half the job; teaching people to use it is the other half. With one person that was easy to underestimate. With six people it's a different job, so training time now goes into the plan from day one.
Try the demo
Morning Desk runs on sample data. Click around.
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