Updates are usually written under time pressure.
That pressure shapes what gets included.
This AI Clinic looks at how to use AI to produce clearer client, partner, and internal stakeholder updates without adding work or complexity.
This applies to updates where:
work unfolds over time
decisions accumulate
multiple people rely on the same information
Common examples include:
client progress updates
board or investor updates
leadership or project status updates
The purpose of an update is not completeness.
Itβs to maintain shared understanding between moments in time.
An update acts as a bridge between one moment and the next.
It needs to make explicit:
what changed since the last update
what decisions were made
what remains uncertain or at risk
what happens next, and who owns it
When any of these are missing, recipients have to infer context themselves.
Clarity tends to drop when:
notes are reused without reframing
decisions are mentioned but not separated
risks are implied rather than stated
actions appear without clear ownership
These are common effects of speed, not errors.
AI is useful for:
condensing long threads into short summaries
extracting decisions and changes
applying a consistent update structure
normalising tone across updates
AI does not replace judgment, prioritisation, or relationship context.
It acts as an editor, not a decision-maker.
1) Gather inputs
meeting notes
email or message threads
CRM or project notes
2) Ask AI to extract
changes since the last update
decisions made
risks or open questions
next actions with owners
3) Structure the update
place outputs into a fixed update format
keep sections consistent across updates
4) Review before sending
check tone
confirm ownership and intent
remove anything speculative
π This fits into existing update routines rather than replacing them.
Typical gains
fewer follow-up questions
shorter alignment cycles
clearer decision records
more consistent updates across stakeholders
Impact
shared understanding lasts longer
decisions are easier to reference
updates stop restarting conversations
How it works
AI extracts signal from messy inputs
structure is applied consistently
humans retain ownership of meaning and tone
| π Purpose | π§° Tool | π¬ What it does |
|---|---|---|
| Summarising long threads | ChatGPT / Claude | Condenses emails, messages, and notes into short summaries |
| Extracting decisions | ChatGPT / Claude | Identifies decisions, changes, and open questions |
| Input sources | CRM / project tools | Provide raw notes and activity context |
| Consistent output | Email or doc templates | Ensures updates follow the same structure each time |
Tools support the process. They donβt define it.
An update is not a record of activity.
Itβs a mechanism for maintaining shared context over time.
AI helps by structuring and condensing what already exists, so important information survives from one update to the next.
Explore more practical AI use cases here:
π AI Clinic β https://www.advancementquest.com/ai-clinic
If client or stakeholder updates are creating extra loops or slowing decisions, get in touch.
The fix is usually structural, not additional effort.
π Contact Advancement Quest