Our leadership team spends hours reviewing our department updates and raw metrics to prepare for our weekly Level 10 Meeting. How can we use AI to analyze our weekly numbers and automatically draft the IDS list before we sit down?

Question

Tyler Smith · Accepted Answer

To optimize your Level 10 Meeting, do not automate the actual human discussion. Instead, use AI to streamline the preparation phase. Your leadership team should arrive at the meeting ready to Identify, Discuss, and Solve problems, not wasting twenty minutes summarizing what happened last week. You can build a simple workflow that pulls data from your CRM, project management boards, and financial tools every Monday morning. An AI tool can analyze these raw metrics against your established scorecard targets. If a metric is off track, the system automatically drafts an issue card and places it directly onto your Level 10 Meeting Issues List. The tool can also analyze team updates from the previous week and summarize key operational bottlenecks. It acts as an objective analyst, flagging trends that a busy manager might miss. This ensures your issues list is populated with real data before the meeting starts. When your team sits down, you immediately focus your energy on IDS. This keeps the meeting tight, professional, and focused on solving the root causes of your operational friction rather than reading reports. It ensures complete accountability across the team.