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BeginnerResearch· about 30 min the first time, then about 10 min a week

Nobody reads the weekly report? Have AI turn it into one page for Monday's meeting

Pick 5 to 7 numbers that actually drive decisions, then each week give the report to ChatGPT, Claude or Gemini for a one-page summary and questions for Monday, and have it label where every number came from.

Start step 1 ↓

The problem

Every week a dense report arrives. The numbers are all there, but nobody can see what changed or what to raise in the meeting, so everyone scrolls past it.

AI tools used

Tap a tool to see what it is and which other cases use it

What to prepare

  • The weekly report

How to do it

  1. 1

    Decide which numbers to watch (one time only)

    Don't let AI decide this; it only suggests. You set the normal ranges.

    Prompt
  2. 2

    Produce a one-page summary each week

    Upload in the same format every week so comparisons are fair.

    Prompt
  3. 3

    If needed, make 5 short slides

    For teammates who won't open a spreadsheet.

    Prompt
  4. 4

    Have it check itself before you share

    Then check a few numbers yourself. Managers explain causes; the summary just starts the discussion.

    Prompt

Done?

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