AI for your role

AI for EVPs

Run your division with sharper decisions and less busywork.

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The shift

How AI is changing the EVP role

AI now handles the first draft of work that used to eat your week, like turning a 60-page board deck into a two-page summary or pulling themes from a dozen team reports. It speeds up financial variance reviews, competitive research, and the early shaping of strategy memos. The judgment calls stay with you, but the prep no longer does.

What AI can take off your plate

  • First drafts of board summaries, strategy memos, and update emails
  • Financial variance review and pulling the largest swings from spreadsheets
  • Meeting transcription, recaps, and action item tracking
  • Competitive and market research with sources
  • Summarizing long threads, reports, and contracts into a page

What stays distinctly human

  • Deciding which bets to make and where to spend political capital
  • Reading the room with the CEO, board, and peers
  • Holding direct reports accountable and developing them
  • Owning the call when the data is incomplete or conflicting
  • Setting the tone and culture for your division
Tools

Five AI tools for EVPs

ChatGPT
An EVP pastes raw quarterly numbers and notes to get a clean board narrative draft and a list of the hard questions directors will likely ask.
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Microsoft Copilot
Inside Outlook, Excel, and Teams, an EVP summarizes long email threads, builds pivot summaries from division P&L, and gets recaps of meetings they missed.
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Claude
An EVP uploads multiple long documents like contracts, strategy decks, and analyst reports and asks for a synthesis without losing the detail.
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Perplexity
An EVP runs fast competitive and market research with cited sources before a strategy session or an acquisition conversation.
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Otter.ai
An EVP records leadership meetings to get searchable transcripts, action items, and a shareable summary for direct reports.
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Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Board summary from a deck
You are my chief of staff. Turn the attached [board deck / quarterly results] into a two-page summary for the board: top three wins, top three risks, key decisions needed, and five questions a skeptical director would ask. Use plain language and flag anything that contradicts our prior guidance of [prior guidance].
2. Variance review
Here is my division P&L for [period] versus [budget/prior period]: [paste numbers]. Identify the five largest variances, give a likely business reason for each, and list what I should ask each function owner to explain. Sort by dollar impact.
3. Strategy memo draft
Draft a one-page strategy memo for [initiative]. Audience is the CEO and CFO. Cover: the problem, the proposed move, what it costs, expected return, top three risks, and the decision I am asking for. Keep it under 400 words and direct.
4. Direct report check-in prep
I meet [name], who leads [function], weekly. Based on these notes from recent updates: [paste notes], give me three things to acknowledge, three areas to push on, and two coaching questions to ask. Keep it specific to their goals of [goals].
5. Competitive brief
Build a one-page brief on [competitor] covering recent moves, pricing changes, leadership changes, and product launches in the last [timeframe]. Cite sources and end with three implications for my division [division].
The playbook

Every AI play for EVPs

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

✦  New AI plays are added every week — and go straight to subscribers in their morning brief. Skip the scrolling and get yours delivered free. Get my free brief →
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A day in your inbox

This is the kind of brief a EVP gets, every weekday morning.
Monday morning
✦ Personalized for: EVP
Your PlaybookReport digest
Read the 80-page report in 10 minutes, with citations

Turn a dense PDF into answers you can trust, because every reply points to the page it came from. Free with a Google account.

NotebookLM FREE  Google's free tool that answers only from sources you upload, with citations

1

Go to notebooklm.google.com, sign in with a free Google account, start a notebook, and upload the report PDF (or paste its text) as a source.

2

Ask it to pull the parts that matter to you, so the answer stays grounded in the document:

Summarize this report in 8 bullet points a busy [my role] needs to know. Then list the 3 decisions or risks it raises. Quote the exact sentence behind each point and cite the page.
3

Follow up on anything unclear instead of rereading:

Where does this report talk about [topic or number]? Give me the exact lines and the page.

You get the real content and its sources in minutes, instead of skimming and hoping you caught the important part.

Your role, all in one place
  
Tools, prompts & tricks
Your full library, one tap away.
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Your playbook
Every entry, building each week.
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How AI is changing your role
Where your work is heading.
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