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Automate and uplevel recurring business tasks #12

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jacobsmith928 opened this issue Apr 4, 2025 · 1 comment
Open

Automate and uplevel recurring business tasks #12

jacobsmith928 opened this issue Apr 4, 2025 · 1 comment

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@jacobsmith928
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A key aspect of any business is the communications rhythm that helps internal and nearby stakeholders stay informed and aligned. While curation can be very important, a lot of the work involves pulling information from various sources and putting it into a document, wiki, presentation, etc.

For this project, we'd like to explore the underlying requirements that would enable us to both improve outcomes and reduce inputs for the following assets:

  • Monthly business memo package (narrative, financials, etc)
  • Weekly scorecard (predictive metrics)
  • Weekly kickoff previews (what is coming up / needs help)
  • Weekly sendoff (what happened last week)

We'd love to show a demo of how this could work, but our main goal will be to inspire Datum to adopt processes that allow this automation to happen.

@jacobsmith928 jacobsmith928 changed the title Automate recurring business tasks and make them AWESOME Automate and uplevel recurring business tasks Apr 4, 2025
@jacobsmith928
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This is an excellent content generation/ document assembly use case for AI. However, they seem to be four different “stories” under the same “epic” rather than a single story/ task. They seem to have different templates, distribution lists/ methods, and would take different prompts/ adaptations. Best to consider breaking them apart.

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