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AI agent for chief of staffs

Board Pre-read Question Preparation Agent

Prepare supported answers or sharp questions for every likely board topic before the meeting.

CreatingManagementExecutives and strategy
See how it worksGet access
Board Pre-read Question Preparation Agent: what goes in, what the agent does and what you get

What it does

Executives walk into board meetings and are surprised by questions about a figure that changed or a topic from three meetings ago. This agent reads the board pack and past minutes and predicts the questions directors are likely to ask by topic. For each question it checks whether the executive's answer is supported by data, flags weak answers, and drafts backup material. If figures or the pack change, it reruns. The executive approves the briefing. Board members can use the same agent in reverse: it reads the pack and lists questions to ask. Edge case: a question about a topic that was left open in the last minutes is moved to the top.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Board pack is issued 2 USES A TOOL Read the pack and the previous minutes 3 DOES Predict likely questions by topic from past patternsand large changes 4 DOES Draft an answer for each question 5 USES A TOOL Check each answer against the data 6 CHECKS THE RESULT Is each answer supported by a figure that matchesthe pack? If not: Mark it weak, find the correct figure andredraft. Back to step 4. 7 DOES Draft backup slides or notes for weak points 8 YOU APPROVE Executive approves the briefing 9 CHECKS THE RESULT Did the pack or data change before the meeting? If not: Rerun the questions affected. Back to step 2. 10 RESULT Board question briefing
Read the steps as a list
  1. Board pack is issued
  2. Read the pack and the previous minutes
  3. Predict likely questions by topic from past patterns and large changes
  4. Draft an answer for each question
  5. Check each answer against the data
  6. Is each answer supported by a figure that matches the pack?If not: Mark it weak, find the correct figure and redraft. Back to step 4.
  7. Draft backup slides or notes for weak points
  8. Executive approves the briefingThe agent waits here for your OK.
  9. Did the pack or data change before the meeting?If not: Rerun the questions affected. Back to step 2.
  10. Board question briefing

How it decides

Ranks predicted questions by past interest and size of change, and marks an answer as weak when the supporting figure is missing or differs from the pack.

  • Open items from past minutes come first
  • Questions on changes over 10% are always included
  • Answer must match the pack figure
  • Weak answers get a backup note

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Number of questions per topic (default 5)
  • Past meetings to read (default 4)
  • Change threshold (default 10%)
  • Briefing length
  • Topics always covered

What keeps you in control

It always asks you first

  • The briefing
  • Any answer given on the executive's behalf
  • Sharing with other executives

Hard limits

  • Never speak for the executive
  • Never invent a figure

It stops when

  • Done: briefing approved
  • Stop: meeting cancelled
  • Stop: pack withdrawn

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe pack shows cash down 18%. The agent predicts a question about runway. The draft answer says 14 months, but the data shows 11 months at the new burn rate. The check fails, so it marks the answer weak and redrafts with 11 months and a note on cost actions. Two days later the pack updates with a new forecast. The agent reruns and updates the answer.

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