Executives often need three things: what changed, where work is blocked and what decision is needed today. An AI assistant can assemble a short briefing if inputs have defined sources and every assertion can be checked. A free-form retelling of company conversations is insufficient.
Define the briefing's inputs
Start with a few metrics and an assignment list. Every metric needs a formula, period and source owner. Every assignment needs an owner, deadline and current state. Missing fields should appear as gaps rather than being filled with plausible details.
Compute numerical results from source data. Let the model explain those results and formulate questions. A plausible explanation for a change is not evidence of its cause.
Example: a delayed project
The system finds an overdue task and a comment identifying an outstanding approval. The briefing shows the deadline, owner, task link and decision request. Without the comment, the correct wording is “reason not recorded”, not “the team is overloaded”.
Distinguish facts, hypotheses and proposed actions. The executive can then approve an assignment, request clarification or defer a decision without mistaking model speculation for an established event.
Keep the briefing short and inspectable
- Show each source's last update time. - Link directly to the metric or assignment. - Highlight agreed thresholds and exceptions. - Store executive decisions separately from the briefing text.
Evaluate its practical use
Compare the briefing with a person's review of the same evidence. Inspect missed important events and unnecessary alerts. Ask whether the executive could reach a decision without additional searching. The purpose of this AI Office workflow is to shorten the path to evidence while keeping detail accessible.