Our Integrator spends hours prep-work before our weekly Level 10 Meeting reviewing department scorecard misses, past issues, and open To-Dos. How do we use a simple AI workflow to automate this prep work so we can focus entirely on IDS during the meeting?

Question

Tyler Smith · Accepted Answer

A Level 10 Meeting should be dynamic, not a status update. If your Integrator is spending hours summarizing spreadsheets and hunting down updates, you are wasting leadership energy on low value tasks.

You can automate this weekly preparation by connecting your meeting software and department scorecards to a secure internal AI assistant. Set up a workflow that triggers twenty four hours before your scheduled meeting.

The automated workflow performs three specific tasks:
- It flags any Scorecard metrics that missed their targets and pulls the historical trend.
- It scans open To-Dos that are past their due dates and prompts the owners for a status update.
- It consolidates these updates and automatically drafts them as new operational issues on your IDS list.

When your leadership team sits down, the context is already built. Your Integrator does not need to ask for updates or read scorecard lines out loud. Instead, you immediately drop into solving the root causes of your misses. This simple workflow saves hours of executive prep time and keeps your weekly meetings focused on making decisions rather than status reporting.