Andrew Yim
236be6c580
🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2.1 KiB
2.1 KiB
Example: Executive Review Prep
User Request: "Prep for quarterly executive review on Friday"
Workflow
1. Search for Context
Notion:notion-search
query: "Q4 objectives" + "KPIs" + "quarterly results"
Found:
- Q4 OKRs and progress
- Product metrics dashboard
- Engineering velocity reports
- Customer feedback summary
2. Fetch & Analyze
Notion:notion-fetch (5 pages)
Key metrics:
- Revenue: $2.4M ARR (96% of Q4 target)
- Customer Growth: 145 new customers (exceeds 120 target)
- Churn: 3.2% (below 5% target)
- Product: 3 major features shipped, 2 in beta
- Engineering: 94% uptime (above 95% SLA)
3. Add Claude Research Context
Added context on:
- Industry benchmarks for SaaS metrics
- Typical Q4 sales patterns
- Best practices for executive presentations
4. Create Pre-Read (Internal)
Notion:notion-create-pages
title: "Q4 Review - Pre-Read (Internal)"
Pre-read sections:
- Executive Summary: Strong quarter, missed revenue by 4% but exceeded customer growth
- Detailed Metrics: All KPIs with trend lines
- Wins: Product launches, key customer acquisitions
- Challenges: Sales pipeline conversion, engineering hiring
- Q1 Preview: Strategic priorities
5. Create Presentation Agenda
Notion:notion-create-pages
title: "Q4 Executive Review - Agenda"
Agenda (90 min):
- Q4 Results Overview (15 min)
- Revenue & Growth Deep Dive (20 min)
- Product & Engineering Update (20 min)
- Customer Success Highlights (15 min)
- Q1 Strategic Plan (15 min)
- Discussion & Questions (15 min)
6. Link Supporting Docs
Connected to OKRs, metrics dashboards, and Q1 planning docs.
Outputs
Internal Pre-Read: Comprehensive context with honest assessment Executive Agenda: Structured 90-min presentation Both in Notion with links to supporting data
Key Success Factors
- Synthesized data from multiple sources (OKRs, metrics, feedback)
- Added industry context and benchmarks
- Created honest internal assessment (not just wins)
- Structured agenda with time allocations
- Linked to source data for drill-down during Q&A