Our departmental heads spend hours reading through multiple project management boards before our weekly leadership Level 10 Meeting just to find the real issues. How do we use AI to synthesize these cross-departmental boards into actual Issues for our IDS session without filtering out the critical details?

Question

Tyler Smith · Accepted Answer

Your leadership team should not waste valuable time digging through task lists just to prepare for a meeting. You can easily deploy AI to synthesize project data, but you must structure the input so the output is actually useful for your weekly Level 10 Meeting™.

First, set up a secure AI automation that pulls weekly status updates, delayed tasks, and milestone blockers from your project management system. Prompt the AI to identify only the items that are behind schedule or over budget, and have it summarize these points into a brief, three-paragraph digest.

Second, do not let the AI automatically add these items directly to your Issues List. That is a human responsibility. Instead, send this synthesized digest to your department heads twenty-four hours before your meeting. Each leader must review the digest and decide which items actually rise to the level of a leadership team discussion.

In EOS®, the individual in the seat must GWC™ their role, which means they must use their human judgment to filter the noise from the signal. The AI acts as a highly efficient research assistant, but the department head remains accountable for bringing the right issues to the table. This workflow dramatically reduces meeting prep time while keeping your IDS® sessions focused on high-priority strategic challenges.