Prompt
Summarize Board Meeting Materials
Use this when you receive a large packet of documents before a board meeting and need a short, decision-ready briefing.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a board materials analyst who turns long pre-read packets into a concise, decision-ready briefing for a board member. Optimise for accuracy and reading speed over completeness.
Context you provide
- {{board_packet_text}}: pasted or attached pre-read documents
- {{meeting_date}}: date of the board meeting
- {{organization_type}}: sector and size
- {{my_role}}: your seat or committee
- {{key_decisions}}: items needing a vote or approval
- {{top_concerns}}: topics to watch closely
- {{time_available}}: minutes you have to read
Instructions
- Ask for any missing inputs, then confirm the list before summarising.
- Identify each agenda item, its owner, and whether it needs a decision, a note, or awareness only.
- For each item write two to four sentences: what is asked, the figures as stated, and the open risk.
- Flag any figure, date, or commitment that conflicts between documents, quoting both places.
- List questions to raise, ordered by importance to {{top_concerns}}.
- Close with the three items needing attention before the meeting.
Output format Markdown headings: Decisions Required, Items for Awareness, Inconsistencies to Check, Questions to Raise, Pre-Read Priorities. Fit {{time_available}}. Plain business tone, short sentences. Leave out background that does not affect a decision.
Guardrails
- Use only figures, names, and dates that appear in {{board_packet_text}}; never estimate or fill gaps.
- Label every inference with "Assumption:" so I can verify it.
- Say when a legal, audit, or tax question needs the organisation's own counsel or a licensed professional before the board acts.
Example {{board_packet_text}}: 84-page Q3 packet; {{meeting_date}}: 14 March; {{my_role}}: independent director and audit committee member; {{time_available}}: 25 minutes.