Top AI Prompts for Executive Summaries

Outline 5 strategic themes for a quarterly executive summary, based on the ‘Q2 Business Review’ document.

ClickUp Brain Behavior: Analyzes key points and trends from the linked file to generate focused summary themes.

Identify top 3 financial performance highlights for the last fiscal year from internal reports.

ClickUp Brain Behavior: Extracts and condenses critical financial data from company documents; Brain Max can supplement with external market context if available.

Draft a concise summary for a product launch update referencing ‘Launch Plan v4’ and recent marketing notes.

ClickUp Brain Behavior: Pulls relevant details and compiles a clear, formatted executive overview.

Compare key operational metrics between Q1 and Q2 using the ‘Operations Dashboard’ report.

ClickUp Brain Behavior: Gathers numerical data and narrative insights from linked docs to create a comparative summary.

List main risks and mitigation strategies highlighted in the ‘Risk Assessment’ document.

ClickUp Brain Behavior: Scans internal files to identify and organize risk factors along with recommended actions.

From the ‘Project Alpha Status’ report, generate a checklist of pending deliverables for leadership review.

ClickUp Brain Behavior: Extracts outstanding tasks and formats them into an actionable list within a task or document.

Summarize 3 emerging market opportunities identified in recent competitor analysis and industry reports.

ClickUp Brain Behavior: Detects patterns and key points from linked research to highlight growth areas.

From the ‘Employee Engagement Survey 2024’ document, summarize main feedback themes and suggestions.

ClickUp Brain Behavior: Reviews survey data to pinpoint recurring sentiments and improvement ideas.

Write clear, engaging summary copy for the upcoming board meeting agenda using the tone guidelines in ‘CorporateVoice.pdf’.

ClickUp Brain Behavior: References style guides to craft polished, professional text for executive communication.

Summarize recent regulatory changes affecting the industry and their implications from compliance documents.

ClickUp Brain Behavior: Condenses legal updates and links them to potential business impacts; Brain Max can add public regulatory insights if available.

Generate guidelines for presenting key performance indicators (KPIs) in executive dashboards, referencing internal best practices.

ClickUp Brain Behavior: Extracts formatting rules and presentation tips from company documents to create a standards checklist.

Create a risk mitigation checklist based on the latest audit reports and compliance reviews.

ClickUp Brain Behavior: Identifies critical control points and organizes them into a structured task list for leadership oversight.

Compare sustainability initiatives across departments using recent internal reports and external benchmarks.

ClickUp Brain Behavior: Summarizes comparative data into an accessible format highlighting progress and gaps.

What are the latest trends in executive communication and reporting since 2023?

ClickUp Brain Behavior: Synthesizes insights from industry whitepapers, internal memos, and expert analyses.

Summarize key challenges and opportunities from recent stakeholder feedback collected in the ‘Client Insights’ folder.

ClickUp Brain Behavior: Extracts and prioritizes feedback themes from surveys, notes, and meeting transcripts.