skills/notion-meeting-intelligence/examples/executive-review.md

# Example: Executive Review Prep

**User Request**: "Prep for quarterly executive review on Friday"

## Workflow

### 1. Search for Context
```
Notion:search
query: "Q4 objectives KPIs quarterly results"
query_type: "internal"
filters: {}
```

Found:
- Q4 OKRs and progress
- Product metrics dashboard
- Engineering velocity reports
- Customer feedback summary

### 2. Fetch & Analyze
```
Repeat for each Notion page result:
Notion:fetch
id: "q4-okrs-page-id"
```

**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 Supplemental 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
parent: { page_id: "executive-review-parent-id" }
pages: [{
  properties: {
    "title": "Q4 Review - Pre-Read (Internal)"
  },
  content: "[Internal executive pre-read]"
}]
```

**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
parent: { page_id: "executive-review-parent-id" }
pages: [{
  properties: {
    "title": "Q4 Executive Review - Agenda"
  },
  content: "[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