Preparing for our weekly Level 10 Meeting takes our department heads too much administrative time, as they manually extract metrics and summarize issues. How do we use AI to streamline our meeting prep so we can spend our energy on solving Issues rather than just reporting on them?

Question

Tyler Smith · Accepted Answer

If your department heads are spending hours pulling numbers and writing updates before your weekly Level 10 Meeting, you are wasting valuable leadership capacity. The purpose of the Level 10 Meeting is to identify, discuss, and solve problems, not to perform tedious administrative report compilation.

You can use AI to automate the prep work entirely. Set up simple integrations that pull raw data from your CRM, project management software, and financial systems into your central Scorecard automatically.

Next, use an AI tool to analyze these weekly metrics against your established targets. Have the AI generate a brief, structured summary of any off-track numbers, highlighting the potential root causes based on recent team activity logs and project notes.

The AI can then draft these off-track metrics directly onto your Issues List for the weekly meeting, complete with the relevant background context. Your leadership team can then walk into the meeting with a pre-populated, contextualized Issues List ready for IDS.

This shifts your team's energy from administrative compilation to strategic problem-solving. You protect your leadership's mental bandwidth, ensure your Scorecard is accurate, and make your weekly meetings far more impactful.