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Leadership workflow

AI Board Reporting with Human Review

Pilot one leadership reporting workflow that drafts from approved numbers and source notes, while interpretation, commitments and board decisions stay with leaders.

Source

KPI commentary is drafted from approved numbers with assumptions shown

AI output

Board summaries include source links, open questions and decisions needed

Reviewer

Leader approves interpretation, assumptions, recommendations and external-facing summaries.

Measure

Measure prep time, assumption clarity, source traceability and decision follow-through

Examples

  • KPI commentary is drafted from approved numbers with assumptions shown.
  • Board summaries include source links, open questions and decisions needed.
  • Decision briefs compare options, risks, cost, owner and next review point.

Pilot shape

Input: KPI export, board notes, open actions and decision log. Output: commentary, risk summary, assumptions and decision brief. Reviewer: MD, founder or leadership lead. Blocked: external reporting, financial claims, staff decisions or board recommendations without approval.