What can AI automate for a EVP?

AI can help with: 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 for a EVP?

Still 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.

AI for EVP: tools, prompts, and how the role is changing

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.

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.

Claude

An EVP uploads multiple long documents like contracts, strategy decks, and analyst reports and asks for a synthesis without losing the detail.

Perplexity

An EVP runs fast competitive and market research with cited sources before a strategy session or an acquisition conversation.

Otter.ai

An EVP records leadership meetings to get searchable transcripts, action items, and a shareable summary for direct reports.

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].

A day in your inbox

This is the kind of brief a EVP gets, every weekday morning.

The Morning Current

Weekday morning

✦ Personalized for: EVP

Today's Tool

Cut board prep with Claude

Before your next board meeting, upload the full deck, last quarter's minutes, and the latest forecast to Claude and ask for a synthesis of what changed and why. You walk in with the throughline instead of re-reading 80 pages the night before.

Today's Prompt

Pressure-test the plan

Paste your draft strategy and use: "Act as a skeptical CFO. Find the three weakest assumptions in this plan, tell me what data would prove or disprove each, and rewrite my ask so it survives that scrutiny."

Today's Trick

Keep a running context file

Maintain one document with your division goals, key numbers, and people, and paste it at the top of any prompt. The output stops being generic and starts sounding like it knows your business.

AI for EVPs