Spreadsheet to board note workflow

The useful output from spreadsheet AI is often not another spreadsheet. It is a short board note with source figures, assumptions and decisions needed.

Practical SME workflow

Use a board pack prep AI workflow. Ask the tool to convert a KPI workbook into a draft note: what changed, what is assumed, what is unknown and what decision is needed. Leadership edits before it is shared.

Risk and control

Keep figures source-linked. Do not ask AI to decide tone, blame or recommendation. The final note should show where numbers came from and who approved the interpretation.

Source basis

• Anthropic: Use Claude for Excel
• OpenAI: ChatGPT for Excel and Google Sheets