Weekly KPI executive summary with AI checklist

Checklist

Raw source material is preserved before AI edits begin.The desired output format is written explicitly.Edge cases, missing values, and exceptions are listed.The first output is reviewed against real examples.The final prompt is stored for reuse.Sensitive or policy-heavy cases get manual review.Define the leadership audience.Paste weekly metrics and prior week changes.Ask for decisions, risks, and next actions.Remove unsupported explanations before sending.

Mistakes to avoid

including every metric

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

claiming causes without evidence

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

writing a long narrative

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

not naming the next action

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

Related workflow pages

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