场景 062 · Codex Use Case

准备管理层汇报材料

依据旧版材料、进度、指标预测和负责人说明,生成可编辑公司或董事会更新,突出主线、证据、风险和里程碑。

DataIntegrations
Prepare a leadership reporting packDataIntegrations

原文核对:2026-10-13 · 中文正文 · 英文提示词与演示

场景定位

依据旧版材料、进度、指标预测和负责人说明,生成可编辑公司或董事会更新,突出主线、证据、风险和里程碑。

难度
中级
时间跨度
1 小时

适合用于

  • 沿用稳定模板的公司、管理层、CFO 或董事会更新。
  • 结合项目进度、指标、图表和负责人输入的周期汇报。
  • 需要记录数字变化、风险、里程碑及未决假设的团队。

相关工具

Slides

更新可编辑 PowerPoint,保留视觉系统并渲染检查。

Spreadsheets

对照预测、KPI 和现金来源验证指标变化。

Slack

读取获准负责人更新和问题会话。

Slack ↗

起步提示词

英文原文 · 可复制后按实际材料修改

Use $slides and $spreadsheets to prepare the [company, leadership, CFO, or board] reporting pack for [period or topic].

Use the prior pack or progress outline, initiative trackers, metric snapshots, latest forecast model, KPI dashboard, cash view, leadership notes, owner commentary, and open questions I provide. If any sources are in connected plugins, use only the exact @google-drive files or @slack threads I name.

Identify the through-line across workstreams, then update the narrative, proof points, key metrics, deltas, charts, risks, and next milestones while preserving the existing deck's visual system. Return an editable .pptx file and a short pack summary covering what changed, which figures do not tie to a source, what still needs owner input, which assumptions remain open, and which slides need leadership review. Render the deck and fix clipping, overflow, or layout issues before delivery. Do not share it.

从汇报记录形成主线

将项目进度、财务运营指标、风险和下一步连接起来。以旧材料为结构、获准文件为事实依据,保留视觉系统和未决假设。

从获准来源更新

提供旧材料或大纲、跟踪表、预测、KPI、现金情况和说明,明确页面范围、权威来源及模板不变部分。

  1. 上传旧版及最新获准来源。
  2. 明确周期、受众、工作流和审阅负责人。
  3. 找出进度、证据、风险与下一里程碑的主线。
  4. 要求可编辑 .pptx。
  5. 逐项勾稽变化的论断、指标和图表。
  6. 检查实际渲染的裁切、溢出和布局偏移,在同一对话解决负责人输入。

审阅变化

区分新事实与开放问题,随文稿保留变化摘要和负责人清单,让审阅聚焦重要差异。

官方提示词

英文原文 · 可复制后按实际材料修改

Audit the refreshed reporting pack against the prior pack and source files.

List:

- slides with changed metrics, charts, or commentary
- claims, proof points, risks, and milestone dates that need verification
- figures that tie to the forecast, KPI dashboard, or cash view
- figures that do not have a clear source
- assumptions and owner inputs that remain open
- slides that need leadership review
- clipping, overflow, or inconsistent formatting found in the rendered deck

Fix safe layout issues, but do not invent or silently replace missing claims or metrics. Keep unresolved items grouped by owner.
展开英文原文对照

Give ChatGPT the prior pack, progress outline, initiative trackers, KPI and forecast inputs, leadership notes, and owner commentary, then ask it to build an editable company or board update with a clear through-line, validated proof points, risks, milestones, and review flags.

Build the narrative from the reporting record

Company and board reporting needs a narrative that connects initiative progress, financial and operating metrics, risks, and next steps. ChatGPT can use the prior pack for structure and approved source files for facts while preserving the deck’s visual system and keeping unresolved assumptions visible.

Refresh from approved sources

Provide the prior pack or progress outline, initiative trackers, latest forecast, KPI dashboard, cash view, leadership notes, and owner commentary. Tell ChatGPT which slides are in scope, which sources are authoritative, and which parts of the template must remain unchanged.

  1. Attach the prior pack and the latest approved source files.
  2. Identify the reporting period, audience, in-scope workstreams, and review owners.
  3. Ask ChatGPT to find the through-line across progress, proof points, risks, and next milestones.
  4. Run the starter prompt and request an editable .pptx file.
  5. Review the source tie-out for every changed claim, metric, and chart.
  6. Inspect the rendered slides for clipping, overflow, and layout drift, then resolve owner inputs in the same chat.

Review what changed

The reporting pack should make it easy to distinguish updated facts from open questions. Ask ChatGPT to keep a change summary and owner checklist alongside the deck so reviewers can focus on material differences without rewriting the whole update.

官方提示词

英文原文 · 可复制后按实际材料修改

Audit the refreshed reporting pack against the prior pack and source files.

List:

- slides with changed metrics, charts, or commentary
- claims, proof points, risks, and milestone dates that need verification
- figures that tie to the forecast, KPI dashboard, or cash view
- figures that do not have a clear source
- assumptions and owner inputs that remain open
- slides that need leadership review
- clipping, overflow, or inconsistent formatting found in the rendered deck

Fix safe layout issues, but do not invent or silently replace missing claims or metrics. Keep unresolved items grouped by owner.