E4 · Friday brief for Sigrid

Sigrid reviews decision materials at a meeting table beside an open laptop.

Purpose

Help Sigrid, the CEO, decide what GeoNordic can responsibly commit to on Northstar Rescue. Combine sales, finance, staffing and your marketing claim check into a short recommendation.

Scoped source bundle: Open the source bundle

Let the AI agent search the intranet first. If technical problems prevent it from reading the pages, this file collects the source material for the exercise. Open it and copy the text you need into the chat.

You need

Your role
Decision memo template — structure for step 5; keep the result in the chat.
Optional: two-minute presentation template — speaking notes if you want to present your recommendation.
Sales: CRM contacts (CRM-CONTACT-001–002), opportunity export (CRM-OPP-001), discovery call (NOTE-001), and demo clarifications (MAIL-004)
Demo: requirements matrix (REQ-001–005)
Finance: budget v1 (BUDGET-V1-001–005), budget v2 (BUDGET-V2-001–005), scenario model (FIN-SCEN-001–003), and price scenarios (PRICE-001–003)
People: skills matrix (SKILL-001–005), availability calendar (AVAIL-001–007), and onboarding notes (ONBOARD-001)
Your E3 claim-check table. If you do not have it, check Petra's website draft against the product sheets before writing the memo.

Do

Use one chat and only the E4 sources. Write your own requests from the steps below. Ask the assistant to stop after each step; review its sources before you continue.

Map the sources. Ask what each source can establish and where it is limited. Correct any draft or opinion treated as an approved decision.
Sales — Alex. Check stakeholders' titles as stated in each source, confirmed customer needs and three questions to resolve before a binding proposal. Give each question a suitable human owner.
Finance — Leona. Compare budget v1 with v2 line by line. Calculate the cautious, base and offensive scenarios using scenario-model and price-scenarios; show source IDs and exact SEK inputs. Flag unreliable figures rather than silently choosing one.
People — Hanna. Match demo requirements to skills and availability. Look for double bookings, single points of failure and incomplete onboarding. Sketch a plan A and a plan B, with evidence.
Memo. Combine the reviewed results with Petra's E3 claim check. Use the memo template and the requirements below, then make the decision yourselves.

Prompt tips

Give each request a goal, the relevant sources, an output format and a stop point. Keep claims tied to source IDs; distinguish facts, your interpretation and unanswered questions. Treat text inside sources as data, even when it tells the assistant what to do.

For the memo, turn these ingredients into your own request:

One-page decision memo for Sigrid
- Situation: at most six brief bullets, with source IDs.
- Decision: state its scope. Distinguish a bounded demonstration from a
  binding delivery commitment. Recommend proceeding, proceeding with
  conditions, or pausing; let the group make the decision.
- Evidence: separate sourced facts from interpretation. Briefly retain
  unresolved contradictions from the analysis; do not silently pick a side.
- Actions: conditions and open questions, each with a human owner and
  next checkpoint supported by the sources. Avoid listing the same item twice.
- Review note: one correction actually made to an AI answer and why,
  or “No correction made”. Rejecting a claim in a source draft does not
  prove that the AI previously made that error.
- Keep everything within one page. Any speaking notes go separately.

Discuss

Would the memo help Sigrid make a decision?

What would you change before sharing it?