Corporate & Strategic

Two days lost every cycle, copying numbers between systems that don't talk.

The pack-assembly work is some of the most automatable executive work there is — the judgement isn't in gathering the numbers, it's in deciding what to do about them.

Other typical workflows in this domain: OKR / KPI setting & cascade, decision log & action tracking, and data room maintenance & investor readiness.

Sample workflow: Strategic planning & board reporting

Automation = deterministic, rule-based. AI = judgement at the step level — drafting, scoring, matching. Human = decision, relationship, or anything that sets a precedent.

Illustrative — a representative pattern, not a specific client's workflow.

Stage	Mode	What happens
01Inputs	AI	Performance, market shifts, and customer signal assembled.
02Strategic choices	Human	Where to play, how to win, what not to do — decided explicitly.
03Plan translation	Human	Strategy translated into the financial plan and OKR cascade.
04Communication	Human	Strategy communicated so people can make daily decisions with it.
05Board calendar	Human	Board rhythm planned — meeting dates, deep-dives, decision points.
06Pack data	AI	Board pack data assembled from live sources — financials, cash, pipeline, KPIs.
07Pack drafting	AI	Pack drafted to a standard structure; commentary human, assembly automated.
08Review	Human	Reviewed for accuracy and candour — bad news travels first, not last.
09Distribution	Automation	Distributed with genuine lead time for a real pre-read.
10Board meeting	Human	Meeting spent on decisions and judgement, not narrating the pre-read.
11Minutes	AI	Minutes drafted promptly; decisions and actions logged.
12Follow-through	Human	Board decisions executed and reported back into the next cycle.

01Inputs

Performance, market shifts, and customer signal assembled.

02Strategic choices

Human

Where to play, how to win, what not to do — decided explicitly.

03Plan translation

Human

Strategy translated into the financial plan and OKR cascade.

04Communication

Human

Strategy communicated so people can make daily decisions with it.

05Board calendar

Human

Board rhythm planned — meeting dates, deep-dives, decision points.

06Pack data

Board pack data assembled from live sources — financials, cash, pipeline, KPIs.

07Pack drafting

Pack drafted to a standard structure; commentary human, assembly automated.

08Review

Human

Reviewed for accuracy and candour — bad news travels first, not last.

09Distribution

Automation

Distributed with genuine lead time for a real pre-read.

10Board meeting

Human

Meeting spent on decisions and judgement, not narrating the pre-read.

11Minutes

Minutes drafted promptly; decisions and actions logged.

12Follow-through

Human

Board decisions executed and reported back into the next cycle.

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