AI for your role

AI for Board Members

Spend less time reading packets and more time governing well.

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The shift

How AI is changing the Board Member role

AI now handles the slow parts of board service like digesting 200-page board packets, summarizing financial statements, and tracking what competitors disclosed in their filings. It can draft questions for management, compare your bylaws against governance best practices, and surface risks buried in quarterly reports. The work that stays yours is judgment, accountability, and asking the questions that matter.

What AI can take off your plate

  • Summarizing long board packets, financial reports, and audit findings
  • Drafting questions to ask management before meetings
  • Transcribing and organizing notes from committee calls
  • Researching industry trends, competitors, and regulatory changes
  • Comparing policies and bylaws against governance standards

What stays distinctly human

  • Voting and the fiduciary duty behind each vote
  • Judging whether management's explanations are credible
  • Reading the room and managing relationships among directors
  • Holding the CEO accountable in direct conversation
  • Owning the consequences of board decisions
Tools

Five AI tools for Board Members

ChatGPT
A Board Member pastes in a long board packet or 10-K and asks for a plain-language summary plus the three decisions requiring a vote.
Try it →
Claude
Handles very long documents like full audit reports or merger agreements, so a Board Member can ask targeted questions across hundreds of pages at once.
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Microsoft Copilot
Inside Word and Excel, it summarizes financial spreadsheets and drafts meeting follow-up notes for a Board Member working in Microsoft 365.
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Perplexity
Researches a competitor's recent announcements or a regulatory change with cited sources a Board Member can verify before a meeting.
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Otter.ai
Transcribes committee calls and produces searchable notes so a Board Member can recall exactly what management committed to.
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Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Summarize the board packet
You are briefing a board member. Summarize this board packet in one page. List: 1) decisions requiring a vote, 2) the top three risks, 3) anything that changed materially since last quarter. Packet: [PASTE TEXT]
2. Questions for management
Based on this financial report, write eight sharp questions a board member should ask the CEO and CFO. Focus on cash position, margin changes, and unexplained variances. Report: [PASTE TEXT]
3. Check against governance norms
Compare this proposed [POLICY OR BYLAW] against common nonprofit/corporate governance best practices. Flag anything unusual, missing, or that creates liability for directors. Text: [PASTE TEXT]
4. Spot the red flags
Review these board minutes and financial statements from the past [NUMBER] meetings. Identify recurring issues, delayed commitments by management, and trends worth watching. Documents: [PASTE TEXT]
5. Brief me before the meeting
I have a board meeting on [TOPIC] in [TIME]. Give me a 10-minute briefing: background, the key decision, arguments on each side, and the two questions I should ask. Context: [PASTE TEXT]
The playbook

Every AI play for Board Members

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

✦  New AI plays are added every week — and go straight to subscribers in their morning brief. Skip the scrolling and get yours delivered free. Get my free brief →
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A day in your inbox

This is the kind of brief a Board Member gets, every weekday morning.
Monday morning
✦ Personalized for: Board Member
Your PlaybookFirst drafts
Turn a blank page into a solid first draft

The move that gets you past the hardest part of any task — starting. Works for an email, a plan, a report, a tricky reply. Free, no login.

ChatGPT  FREE  a free AI assistant that drafts, rewrites, and thinks through problems with you

1

Go to chatgpt.com (the free tier is fine) and describe what you need in plain words. Give it the goal, the audience, and any facts it should use:

I need to write [what]. It's for [who], and the goal is [what you want them to do or understand]. Here are the key points: [paste your rough notes]. Draft it in a clear, direct tone. Ask me anything that's missing first.
2

It drafts. Now make it yours — push back in the same chat:

Make it shorter and less formal. Cut anything that sounds generic. Keep the part about [X].

You go from staring at nothing to editing a real draft in two minutes. Editing is always easier than starting.

Your role, all in one place
  
Tools, prompts & tricks
Your full library, one tap away.
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Your playbook
Every entry, building each week.
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How AI is changing your role
Where your work is heading.
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