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Create Q2 LP update with highlights and risks

Create Q2 LP update with highlights and risks

Your first prompt to AI

Your first prompt to AI

"Draft a Q2 LP update from the attached reports; highlight major wins and risks and include visual charts of key KPIs."

"Draft a Q2 LP update from the attached reports; highlight major wins and risks and include visual charts of key KPIs."

Enhanced AI workflow

Upload KPIs, quarterly highlights, and risk logs via SharePoint
AI summarizes key portfolio themes and performance signals
Generates charts and audience-appropriate narrative
Exports draft to Word or LP email template

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Mitigated risk

Mitigated risk

Faster execution

Faster execution

Applied in

Applied in

Management reporting

Management reporting

Requesting departments

Requesting departments

Investor Relations, Finance

Investor Relations, Finance

Beneficiaries

Beneficiaries

IR Associate, Reporting Analyst, Finance Manager, FP&A Analyst

IR Associate, Reporting Analyst, Finance Manager, FP&A Analyst

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