🎯 Objective

Turn a real or simulated AI-generated insight into a clear, actionable summary for your team, using visual and written formats.

📝 Instructions

Step 1: Choose a Topic or Decision Context

Select a recent or upcoming situation where you need to inform others or help them decide something. This can be from your own work or based on a simulation.

💡 Examples:

• Weekly update from a project

• Feedback collected from a form or survey

• Summary of key risks in a plan or timeline

• Ad performance results or customer support tickets
  
  

My topic is:
→ _______________________________________________________

Step 2: Use AI to Generate or Summarize the Insights

Choose your preferred tool:

• ChatGPT

• Claude

• Notion AI

• DeepSeek

• Other: ______________
  
  

Use a prompt to generate a short summary.
💬 Example prompt:
“Summarize the following project update into 3 key points and 2 next steps.”

Tool used: _________________
My prompt:
→ _______________________________________________________

Step 3: Build Your AI Insights Brief

Use the following template to create your brief. You can copy it into Notion, Canva, Google Docs, or Google Slides.

AI Insights Brief – Template

Project/Topic: _________________________
Date: ___________
Source(s) used: e.g., Google Form responses, project updates, sales report

🔍 Key Findings

• Point 1
• Point 2
• Point 3

✅ Suggested Actions

1. Action 1

2. Action 2
   
   

🧭 Notes & Context

• Tool used: ChatGPT / Claude / etc.
  
  

• Confidence level:
  ☐ Reviewed by me
  ☐ Needs human input
  ☐ Needs team discussion
  
  

Step 4: Present the Brief Visually (Optional but Recommended)

Choose one format to turn your brief into a visual:

• Google Slide

• Canva one-pager

• Notion shared page

• PDF export
  
  

You can include icons, color blocks, or simple charts — aim for clarity and quick reading.

Step 5: Reflect

Answer the following:

1. Was your message clear and easy to follow?
   → Yes / No / Not sure
   
   

2. How would you improve this brief for a leadership audience?
   → __________________________________________________
   
   

3. Would you use this format weekly or monthly? Why or why not?
   → __________________________________________________