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The AI pulled my session notes so I could rewrite a client report

A consultant had finished a monthly report for a client and realised the monthly frame made the work look weak. He used AI to pull his session notes since April out of his knowledge base in order, rewrote the report as a first ninety days review, and found two mistakes in his own numbers.

How it works

  1. He pulls his session notes out of his knowledge base with AI, every decision, audit and handoff since April, in order
  2. He rewrites the report as a first ninety days review
  3. Reworking the numbers shows two mistakes, uneven comparison windows and a baseline measured differently from the target

Why it’s worth knowing

Rebuilding the report from his own notes did more than change the frame. It showed his comparison windows were different lengths and his baseline and target were not measuring the same thing.

Where it’s from

Summarized from a public post on bsky.app. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

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