Our regional managers submit long, narrative weekly updates that the leadership team does not have time to read before our Level 10 Meeting. How do we use AI to synthesize these updates so we can identify actual Issues for our IDS session without losing the ground-level context?

Question

Tyler Smith · Accepted Answer

Long narrative updates are a productivity killer. They lead to skipped reading, missed red flags, and unstructured discussions. You can use AI to transform these narratives into actionable data before your meeting starts.

Create a standardized submission portal for your regional managers. Have them paste their narrative updates into a private internal AI tool. Configure the tool with a strict prompt that extracts only three elements:
- Major achievements against quarterly Rocks.
- Red flag metrics that missed their target on the scorecard.
- Operational bottlenecks that require leadership intervention.

The AI should output a clean, bulleted summary limited to one page. This summary must be linked to your Level 10 Meeting agenda.

By automating this synthesis, your leadership team can review all regional updates in less than five minutes before the meeting. More importantly, any identified bottlenecks are automatically pushed directly to your Issues List. This ensures your IDS sessions are focused on real, systemic problems rather than listening to verbal status reports. It keeps your meeting tight, efficient, and focused on execution.