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Athena starters for leadership and strategy

Weekly briefs, strategy, risk, and board and investor materials. 9 starters, 4 of which run on a schedule. Each shows what it needs, what it delivers, and the full prompt to copy.

Athena Library

Athena starters for leadership and strategy are 9 ready-made prompts grouped into Briefings, Strategy and Board and investors. 4 run on a schedule: Athena runs them once, delivers a spreadsheet, PowerPoint deck and Word document, emails them to you, and repeats on the cadence you pick. None need a connected app.

FIG. 01 / LEADERSHIP AND STRATEGYBRIEFINGSWeekly CEO briefSCHEDAnalyst and investor viewSCHEDAI adoption briefSCHEDSTRATEGYStrategy memoSWOT analysisRisk register updateSCHEDBOARD AND INVESTORSBoard meeting prepInvestor updateAll-hands talking pointsFIG. 01 / LEADERSHIP AND STRATEGYBRIEFINGSWeekly CEO briefSCHEDAnalyst and investor viewSCHEDAI adoption briefSCHEDSTRATEGYStrategy memoSWOT analysisRisk register updateSCHEDBOARD AND INVESTORSBoard meeting prepInvestor updateAll-hands talking points
FIG. 01The leadership and strategy starters by group. SCHED marks a starter that runs on a schedule; each has its own page.
Contents
  1. 01Briefings
  2. 02Strategy
  3. 03Board and investors
  4. 04Why run it in Athena
  5. 05For your team
  6. 06Related dispatches
  7. 07Questions teams ask

01Briefings

Weekly CEO brief

What happened to you, rivals, customers, and the market. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Write my weekly CEO brief for my company (from my work email domain and profile; if you cannot tell, ask me): the most important news about us, our competitors, our biggest customers, and our industry from the last 7 days, the three things I should act on, and the questions the board is likely to ask. Cite every item. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per item (date, company, category, what happened, why it matters, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Analyst and investor view

Ratings, targets, and what investors ask about. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Track what analysts and investors say about my company (from my work email domain and profile; if you cannot tell, ask me) and its public peers. Cover the last 30 days: rating and price target changes, notable notes and short reports, and the questions asked on earnings calls. Cite every item. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per item (date, company, source, type, what they said, change, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

AI adoption brief

What peers deploy, benchmarks, and three moves for you. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Write a brief on AI adoption for the leadership team of my company (from my work email domain and profile; if you cannot tell, ask me). Cover the last 30 days: what peers in our industry are deploying and the results they report, maturity benchmarks from analyst research, regulation, and three moves for us. Cite every item. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per item (date, company, category, what happened, why it matters, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

02Strategy

Strategy memo

Options, trade-offs, and a recommendation.

Setup
No setup needed
Runs
When you ask
Outputs
Word document
DocNo setup needed
Show the prompt
Write a strategy memo on [decision]: the context, three options with trade-offs, a recommendation, and what would change my mind. Use public sources where they help. Put it in a Word document. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

SWOT analysis

A SWOT turned into three strategic moves.

Setup
No setup needed
Runs
When you ask
Outputs
An answer in chat
No setup needed
Show the prompt
Do a SWOT analysis for [company or product] from public sources and my notes: [notes]. Then turn it into three strategic moves, each with the strength it uses and the threat it answers.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Risk register update

Top risks rescored with this month’s evidence. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Update our risk register. Ask me for the register (a spreadsheet in Athena or an upload). For each risk, check the last 30 days of news, regulation, and market moves, rescore likelihood and impact, and flag new risks we are missing. Cite every item. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per risk (risk, owner, likelihood, impact, change, evidence, mitigation, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

03Board and investors

Board meeting prep

Agenda, metrics, decisions, and likely questions.

Setup
No setup needed
Runs
When you ask
Outputs
PowerPoint deck
DeckNo setup needed
Show the prompt
Prepare the board deck for our next meeting from these materials: [attach]. Cover the agenda, key metrics against plan, decisions we need, and the questions directors are likely to ask, with suggested answers. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Investor update

Highlights, metrics, lowlights, and asks.

Setup
No setup needed
Runs
When you ask
Outputs
An answer in chat
No setup needed
Show the prompt
Draft this month’s investor update from my notes and numbers: [attach]. Lead with highlights, then key metrics, lowlights and what we are doing about them, and specific asks.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

All-hands talking points

Wins, hard parts, priorities, and thanks.

Setup
No setup needed
Runs
When you ask
Outputs
An answer in chat
No setup needed
Show the prompt
Write talking points for our all-hands from these notes: [notes]. Cover wins, what is hard right now, the priorities for next quarter, and the people to thank.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

04Why run it in Athena

A chat assistantAthena
What you getText in a chatReal Excel, Word, and PowerPoint files in your templates
Working togetherOne person, one chatYour team and the agent in the same file, live
MistakesRegenerate and start overEvery edit attributed; undo or roll back any change
Next runStarts from scratchBuilds on the last run and on your feedback
Your dataCopy and pasteDocuments, email, and warehouse, under each person's access
Where it runsTheir cloudYours, if you need it
TABLE 1Why run it in Athena: the same prompt in a chat assistant and in Athena.

05For your team

06Related dispatches

07Questions teams ask

How do I use a starter?

Open a new chat in Athena, paste the prompt, and replace anything in square brackets with your details before sending. Athena asks for anything else it needs.

Which starters run on a schedule?

These run on a schedule: Weekly CEO brief, Analyst and investor view, AI adoption brief, Risk register update.

Do these starters need connected apps?

None need a connected app.

Can I use my own templates?

Yes. The scheduled starters ask once which of your Word, PowerPoint or Excel templates in Athena to use and build every file from them. With no template, they use your company's logo, colors and fonts.