Prepare the weekly delivery review

Review a supported Planner board and prepare a briefing on overdue tasks, stated blockers and upcoming deadlines. Include task links and questions for owners to confirm.

Review executive commitments each week

Bring together commitments from selected meeting notes, transcripts and email threads. Prepare a weekly review of stated owners, deadlines and follow-ups that need confirmation.

Build review-ready board packs

Bring together selected minutes, reports and reference documents. Draft an executive summary and board pack using your organisation’s Word template, with supporting references and decisions requiring attention.

Prepare your daily meeting brief

Start the day with a prioritised brief of upcoming meetings, relevant correspondence and preparation needed. Configure a weekday schedule and receive the summary in your inbox.

Prepare the weekly project health brief

Combine selected project conversations, documents and Planner tasks into a weekly brief. Highlight progress, blockers, overdue work and decisions requiring attention, with links for follow-up.

Turn meeting actions into Planner tasks

Extract proposed actions from available meeting transcripts or notes. Review owners and deadlines, then create approved Planner tasks with checklists and links to supporting context.