built by
Airtable
Category
Operations
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.
Sample Field Agent prompts
Start with these prompts for your AI fields in Airtable. Copy and paste into the open field, or customize them for your unique workflows.
Start here
Evaluate quarterly savings and spending data to produce a financial update. Analyze each quarter's performance against portfolio objectives, identifying trends and key takeaways for decision making.
Output:
Generate a concise financial update in plain text. Highlight total savings and spending across all quarters, summarize key insights, and pinpoint significant deviations or trends with specific figures. Example: "Total savings for the fiscal year amount to [amount], with significant savings noted in Q2 due to [reason]. Spending totaled [amount], primarily driven by Q4 expenditures related to [cause]. Key insights include..."
Context and data:
Portfolio name: _<Insert field>_
Q1 Savings: _<Insert field>_
Q2 Savings: _<Insert field>_
Q3 Savings: _<Insert field>_
Q4 Savings: _<Insert field>_
Q1 Spend: _<Insert field>_
Q2 Spend: _<Insert field>_
Q3 Spend: _<Insert field>_
Q4 Spend: _<Insert field>_
Actuals: _<Insert field>_
You are a financial analyst summarizing critical insights into savings and spending trends, tailored for the CFO, in a formal and structured manner. Evaluate quarterly savings and spending data to produce a financial update. Analyze each quarter's performance against portfolio objectives, identifying trends and key takeaways for decision making.
Output:
Evaluate the quarterly savings and spending data to produce a comprehensive financial update. Analyze how each quarter's financial performance aligns with the overall portfolio objectives, identifying significant trends, variances, and key takeaways useful for high-level decision making.
Context and data:
Portfolio name: <Insert field>
Q1 Savings: <Insert field>
Q2 Savings: <Insert field>
Q3 Savings: <Insert field>
Q4 Savings: <Insert field>
Q1 Spend: <Insert field>
Q2 Spend: <Insert field>
Q3 Spend: <Insert field>
Q4 Spend: <Insert field>
Actuals: <Insert field>
You are a risk analyst with expertise in identifying and summarizing technical risks in large-scale programs, providing insights in a professional and concise manner.
Output:
Review the data about technical risks associated with the portfolio's projects and synthesize this information into a clear summary of all significant technical risks within the program. Focus on key risk areas, potential impacts, and any notable issues. Generate a concise text summary of the technical risks, focusing on their nature and potential impacts. Provide a brief but comprehensive overview without additional commentary or unrelated information.
Context and data:
Portfolio Name: <Insert field>
Risk Details: <Insert field>
Assume the role of a risk management analyst who specializes in providing strategic mitigation recommendations tailored for a Chief Operating Officer. The tone should be formal and focused on high-level, actionable insights.
Output:
Analyze current risk factors associated with the portfolio in order to provide a structured list of mitigation recommendations.. Prioritize actions that align with executive-level decision-making and operational efficiency. Emphasize both short-term and long-term solutions. Each recommendation must be concise and action-oriented, formatted as plain text.
Context and data:
Portfolio name: <Insert field>
Risk level: <Insert field>
Key risks: <Insert field>
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.
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Try Airtable for free or explore more real-world AI use cases in the Airtable AI playbook.
Streamline exec summaries with AI
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