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Leadership & knowledge
Executive Briefing
The board pack, drafted for you.
Preparation drops from a day to an hour, and the numbers in the pack are the same numbers everyone else is looking at.
~1 day
a month off board preparation
5–7 weeks
to build
01What people ask it
In their words, not ours.
- “What's changed since the last board meeting?”
- “What are the top five risks right now?”
- “Which customers escalated this month, and were they resolved?”
- “How are we tracking against the KPIs we set in July?”
- “Summarise these four project reports into one page.”
What it does about it
- Pulls from trusted reports, records and meeting artefacts, not the open web
- Writes the summary at the length asked for, with the source cited
- Flags where the underlying data is stale or missing rather than filling the gap
What it reads — and only this
- Power BI datasets
- Dataverse records
- Board and project documents
Where people use itTeams, and a Word draft you can edit. Nothing from the open web, and nothing the model merely remembers.
Built withCopilot Studio / Power BI / Dataverse / SharePoint
02Keep exploring
Others in leadership & knowledge.
Book a discovery call
Find out what manual work costs you
Twenty minutes, then a written, ranked list of what’s worth fixing. It costs nothing.
Built for 50–500 person operators already running Microsoft 365.
- 20 minutes — one call, no deck
- The audit is free — in our first year
- You keep the findings — hire us or not