Executive reports and briefings

Leadership reporting is mostly distillation — survey responses, stakeholder quotes, and performance data going in; a short, readable brief coming out. This walkthrough uses your own past reports to keep the format consistent every time.

1. Give the assistant your house style

Upload a few of your best past reports into an Executive Reporting knowledge collection. These act as style and format references rather than source material. Share the collection with the relevant team, or with your whole tenant — see Collection types and sharing.

2. Bring in this cycle’s raw inputs

Open a new chat in your executive-reporting folder and link the exemplars collection. Paste the raw inputs straight into the chat — survey responses, stakeholder quotes, performance figures — and ask for a base executive summary built from them.

3. Match it to your format

Ask the assistant to align the report’s format, depth, and tone with the uploaded exemplars, then keep iterating section by section — tightening language, adjusting the narrative, or adding data callouts — until it reads like your other reports.

4. Deliver it

Copy the finished report into an external document, or export the conversation. Share it with the right people through the folder’s shared conversation, so the report and the thread that produced it stay together.

It gets better over time

Keep adding recently approved reports to the exemplar collection. The more current the examples, the closer the assistant’s first draft lands to your house style.