Executive Assistant
Preparing briefing materials and meeting prep
What You Do Today
Before every important meeting, your executive has what they need — background on who they're meeting, context on the topic, relevant documents, and any landmines to be aware of.
AI That Applies
AI auto-generates meeting briefs from CRM data, past correspondence, news, and organizational documents. Compiles relevant background without manual assembly.
Technologies
How It Works
For preparing briefing materials and meeting prep, the system draws on the relevant operational data and applies the appropriate analytical models. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The output — meeting briefs from CRM data — surfaces in the existing workflow where the practitioner can review and act on it. The intelligence layer — what your executive needs to know that isn't in any system.
What Changes
Briefing packets assemble automatically from multiple data sources. AI pulls the relevant context without you manually searching through files and emails.
What Stays
The intelligence layer — what your executive needs to know that isn't in any system. The political context, the personal dynamics, the 'watch out for this topic.'
What To Do Next
This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.
Establish Your Baseline
Know where you are before you move
Before adopting AI tools for preparing briefing materials and meeting prep, understand your current state.
Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.
Define Your Measures
What to track and how to calculate it
Time per cycle
How to calculate
Measure how long preparing briefing materials and meeting prep takes end-to-end today, then after AI adoption.
Why it matters
The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.
Quality of output
How to calculate
Track error rates, rework frequency, or stakeholder satisfaction scores before and after.
Why it matters
Speed without quality is just faster mistakes. Measure both.
Start These Conversations
Who to talk to and what to ask
your board chair or lead independent director
“What data do we already have that could improve how we handle preparing briefing materials and meeting prep?”
They shape expectations for how AI appears in governance
your CTO or CIO
“Who on our team has the deepest experience with preparing briefing materials and meeting prep, and what tools are they already using?”
They own the technology infrastructure that enables AI adoption
a peer executive at a company further along on AI adoption
“If we brought in AI tools for preparing briefing materials and meeting prep, what would we measure before and after to know it actually helped?”
Their lessons learned are worth more than any consultant's framework
Check Your Prerequisites
Confirm readiness before you invest
Check items as you confirm them.