What to provide
Board agenda, financial packet, prior minutes, and open actions.
Starting prompt
Read this packet and prepare ten board-level questions. Cite page or section for each. Prioritize decisions on the agenda and flag figures that cannot be reconciled from the packet alone.
Trial case
Use a packet with a budget variance but no explanation. A useful question should point to the variance table and ask management for the cause before the board votes.
Review gate
The chair or executive reviews sensitivity and removes questions already answered in supplementary material.
How to score the result
Decisions postponed for missing information and time spent locating supporting pages.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore Claude for Business Documents and Analysis or the AI business strategy guide.