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our-claude-skills/official-skils-collection/notion-meeting-intelligence/examples/executive-review.md
Andrew Yim 341d5f5a5b Initial commit: Claude Skills Factory with 8 refined custom skills
Custom Skills (ourdigital-custom-skills/):
- 00-ourdigital-visual-storytelling: Blog featured image prompt generator
- 01-ourdigital-research-publisher: Research-to-publication workflow
- 02-notion-organizer: Notion workspace management
- 03-research-to-presentation: Notion research to PPT/Figma
- 04-seo-gateway-strategist: SEO gateway page strategy planning
- 05-gateway-page-content-builder: Gateway page content generation
- 20-jamie-brand-editor: Jamie Clinic branded content GENERATION
- 21-jamie-brand-guardian: Jamie Clinic content REVIEW & evaluation

Refinements applied:
- All skills converted to SKILL.md format with YAML frontmatter
- Added version fields to all skills
- Flattened nested folder structures
- Removed packaging artifacts (.zip, .skill files)
- Reorganized file structures (scripts/, references/, etc.)
- Differentiated Jamie skills with clear roles

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-10 17:56:04 +09:00

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)

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