Keeping execs informed shouldn’t mean hours of manual reporting. This AI-powered play turns real-time data from Airtable, Jira, and risk logs into C-suite-ready summaries in minutes—so portfolio leaders and PMO teams can deliver timely, actionable insights that drive faster, smarter decisions.
Streamline exec summaries with AI
When to use this play
Put this play to work in the moments that matter most—when executive alignment, budget clarity, and risk visibility are critical to success.
Prepare for board reviews: Generate concise, high-level health overviews to guide quarterly conversations.
Request budget allocations: Build CFO-ready financial summaries and funding justifications backed by real-time data.
Alert on technical risks: Deliver targeted summaries for CIOs highlighting integration, compliance, and resourcing blockers.
Pro tip
Tailor each brief to its audience—use AI to adjust scope and depth based on whether it’s going to your COO, CFO, or CIO.
Business impact
Here’s how this play delivers measurable impact across your portfolio.
Accelerate reporting: Turn scattered data into polished updates in minutes, not days.
Uncover risks early: Instantly flag data-security issues, integration gaps, and resource constraints.
Speed up decisions: Deliver tailored insights for COOs, CFOs, and CIOs—so every leader can act fast.
6 steps to get you started
Here’s how you can transform disconnected data into polished, executive-level briefings in record time.
About Omni and Field Agents
Skip the code. Transform your data into custom interfaces, automations, and agents with Airtable’s AI-native app platform.
Omni helps builders do what they do best.
Truly transformative building requires a deep understanding of your business and the way you work. Omni is your Airtable expert and sidekick who seamlessly integrates with your data, information, and insights to help you build sophisticated workflows in minutes, not months.
Don’t just ask AI. Deploy it.
Put powerful AI agents to work across thousands of Airtable records and embed them into every business process. Airtable's intelligent agents think dynamically, drive decisions, and orchestrate actions across your entire operation.
Try Airtable for free or explore more real-world AI plays.
Streamline exec summaries with AI
Explore related AI Plays
Generate executive reporting across portfolios and projects
Turn project documents into automated summaries, structured insights, and portfolio rollups for streamlined executive reporting.
Predict and resolve project risks
Leverage AI to scan project communications and instantly surface risks and red flags—so you can prevent compliance issues.