QBR AI progress summary

This is for vCIOs preparing a quarterly review in ScalePad. The summary is already on the meeting by the time you open it.

What Lemhi writes

For a client on the Lifecycle Manager X license, Lemhi writes an AI progress summary: the last 90 days of Compass work plus links to the client's AI Intel reports. It attaches the summary to the client's next upcoming meeting whose type includes "QBR" or "business review".

• Lemhi keeps the summary current until the meeting, then keeps it in ScalePad as the record of that review and starts the next one.

• If someone edits the summary in ScalePad, Lemhi stops updating it: "You edited it in ScalePad, so Lemhi stopped updating it."

• No upcoming review meeting yet? Lemhi holds the summary and attaches it once one is scheduled.

Related

• Map clients to ScalePad

• Send reports to ScalePad

• ScalePad messages you might see, and disconnecting