Audit your week
Log every research, synthesis, and decision task you touched this week, then circle the ones you redo on a cycle.
Learning Path
Executive & Strategy
Research, verify, and synthesize faster, ground every claim in a real source, and ship a board-ready readout you can rerun every cycle.
Beginner-friendly13 modules~4h 2m total6 tools
Finish with: A documented research-to-readout template, Perplexity pass to NotebookLM notebook to Gamma deck, that each cycle starts from and someone else can run cold
Who this path is for
Founders, executives, chiefs of staff, and strategy leads who make calls on incomplete information and then have to defend them to a board.
You burn whole days pulling a market read out of twenty open tabs, then more time turning messy notes and call transcripts into something a board will sit through. The AI shortcuts you have tried either make things up or bury the one number you actually needed.
Build next: Build a standing decision brief you rerun every cycle: a Perplexity research pass, a NotebookLM notebook grounded in your own docs, and a Gamma template for the board readout.
Outcomes
What you'll be able to do
- A sourced two-page market brief with every claim traceable to a primary source
- A NotebookLM notebook grounded in your own board docs and transcripts that answers what changed quarter over quarter
- A rerunnable decision-brief pipeline, from a Perplexity research pass to a Gamma board readout, documented to hand off cold
Curriculum
What you'll actually build
13 modules, ~4h 2m of hands-on work. Every lesson centers on one tool and ends with a deliverable you keep.
Draft a decision memo from a one-line brief
A two-page decision memo drafted from a single-line brief that you edit into shape, instead of starting from a blank doc
ClaudeFree starter lesson18 min
Draft a decision memo from a one-line brief
A two-page decision memo drafted from a single-line brief that you edit into shape, instead of starting from a blank doc
ClaudeFree starter lessonClaudeAssistant
Deep reasoning, long documents, and agentic work. You work inside the real tool for all 18 minutes; the module ends when the deliverable above exists.
Run a sourced market scan with Perplexity Deep Research
A competitive or market scan with the numbered, clickable citations saved, not just the summary
Perplexity16 min
Run a sourced market scan with Perplexity Deep Research
A competitive or market scan with the numbered, clickable citations saved, not just the summary
PerplexityPerplexityResearch
AI-powered search with cited, up-to-date answers. You work inside the real tool for all 16 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Verify every outside stat before it ships
A verified scan where each external stat is clicked through to its primary source, then flagged or cut, plus a reusable verification checklist
Perplexity14 min
Verify every outside stat before it ships
A verified scan where each external stat is clicked through to its primary source, then flagged or cut, plus a reusable verification checklist
PerplexityPerplexityResearch
AI-powered search with cited, up-to-date answers. You work inside the real tool for all 14 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Run deeper research and file analysis with ChatGPT
An analytical briefing where ChatGPT ran the numbers on your own files and swept the web, ready for you to tighten
ChatGPT24 min
Run deeper research and file analysis with ChatGPT
An analytical briefing where ChatGPT ran the numbers on your own files and swept the web, ready for you to tighten
ChatGPTChatGPTAssistant
Conversational AI for writing, coding, and analysis. You work inside the real tool for all 24 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Ground a decision in your own docs with NotebookLM
A notebook built from your board docs and call transcripts that answers what changed, cited to the exact source passage
NotebookLM20 min
Ground a decision in your own docs with NotebookLM
A notebook built from your board docs and call transcripts that answers what changed, cited to the exact source passage
NotebookLMNotebookLMResearch
Source-grounded research assistant that turns your documents into cited answers and audio overviews. You work inside the real tool for all 20 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Turn a dense board pack into an audio overview
An audio overview of a dense board pack you can review on the go, with source links to check before you act on anything
NotebookLM14 min
Turn a dense board pack into an audio overview
An audio overview of a dense board pack you can review on the go, with source links to check before you act on anything
NotebookLMNotebookLMResearch
Source-grounded research assistant that turns your documents into cited answers and audio overviews. You work inside the real tool for all 14 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Answer a cross-functional question with Glean
A permissions-aware, cited answer pulled across Slack, Drive, email, and CRM that feeds a decision without chasing five owners
Glean18 min
Answer a cross-functional question with Glean
A permissions-aware, cited answer pulled across Slack, Drive, email, and CRM that feeds a decision without chasing five owners
GleanGleanAssistant
AI enterprise search and assistant that answers questions across all your company apps. You work inside the real tool for all 18 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Stress-test a hard call by arguing both sides
A both-sides case on a hard call with tradeoffs and second-order effects surfaced, kept as the appendix while you own the decision
Claude22 min
Stress-test a hard call by arguing both sides
A both-sides case on a hard call with tradeoffs and second-order effects surfaced, kept as the appendix while you own the decision
ClaudeClaudeAssistant
Deep reasoning, long documents, and agentic work. You work inside the real tool for all 22 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Merge external and internal into a two-page pre-read
A single two-page pre-meeting brief chaining Perplexity's external context with your own grounded data, every claim traceable to a source
Claude20 min
Merge external and internal into a two-page pre-read
A single two-page pre-meeting brief chaining Perplexity's external context with your own grounded data, every claim traceable to a source
ClaudeClaudeAssistant
Deep reasoning, long documents, and agentic work. You work inside the real tool for all 20 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Build the board deck first draft in Gamma
A board or strategy deck first draft generated from your memo, with the export layout and fonts cleaned up before it goes in front of a board
Gamma16 min
Build the board deck first draft in Gamma
A board or strategy deck first draft generated from your memo, with the export layout and fonts cleaned up before it goes in front of a board
GammaGammaProductivity
AI presentations and docs in seconds. You work inside the real tool for all 16 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Capture meetings and pull decisions with Granola
A silently captured meeting brief with decisions and owners extracted, reconciled against the transcript before you act
Granola16 min
Capture meetings and pull decisions with Granola
A silently captured meeting brief with decisions and owners extracted, reconciled against the transcript before you act
GranolaGranolaProductivity
AI notepad that writes your meeting notes. You work inside the real tool for all 16 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Close the meeting-to-action loop in Notion
Per-project status updates and action items filed from your meeting notes into one workspace, next to the decision brief
Notion AI18 min
Close the meeting-to-action loop in Notion
Per-project status updates and action items filed from your meeting notes into one workspace, next to the decision brief
Notion AINotion AIProductivity
AI writing and knowledge inside Notion. You work inside the real tool for all 18 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Stand up a rerunnable decision brief you can hand off
A documented research-to-readout template, Perplexity pass to NotebookLM notebook to Gamma deck, that each cycle starts from and someone else can run cold
PerplexityCapstone26 min
Stand up a rerunnable decision brief you can hand off
A documented research-to-readout template, Perplexity pass to NotebookLM notebook to Gamma deck, that each cycle starts from and someone else can run cold
PerplexityCapstonePerplexityResearch
AI-powered search with cited, up-to-date answers. You work inside the real tool for all 26 minutes; the module ends when the deliverable above exists.
This module unlocks with Pro. Checkout is not open yet; early access costs nothing today, no card.
Free gets you started today. Pro unlocks all 8 paths when checkout opens, no card and no charge until then. See what Pro unlocks
Start here
Your first three actions
- Run a sourced competitive scan in Perplexity and save the citations, not just the summary
- Load last quarter's board docs and call transcripts into NotebookLM, then ask it what changed
- Paste your rough decision memo into Gamma and generate a board-ready deck
Workflows you'll actually run
- Produce a sourced market brief in under an hour: run parallel questions in Perplexity, then have Claude pressure-test the argument and flag the weakest claims before you send it
- Synthesize internal docs and call transcripts in NotebookLM, asking questions it answers only from your files with citations back to the source, so you are not quoting something the model invented
- Turn a decision into a board-ready deck in Gamma from your memo, then tighten the slide narrative with ChatGPT
Common traps
Where people go wrong
Pasting AI's market read straight into the board deck
Ground it before it ships: load your own financials and memos into NotebookLM so answers cite your data, and run any outside stat through Perplexity to a real source.
Asking ChatGPT what the strategy should be and treating the reply as the decision
Use Claude to argue both sides and stress-test the tradeoffs, then make the call yourself; the model builds the case, you own the choice.
Your first week
Your 7-day starting plan
A practical first week to get one real workflow running. Not a full roadmap, a place to start.
Pick one task
Choose a single recurring job, like your weekly market brief, and write down its exact inputs and the output you actually need.
Build the research pass
Run that brief's core questions through Perplexity and keep the citations so you can verify each claim instead of trusting the summary.
Test on real work
Feed the Perplexity findings into Claude to weigh the tradeoffs and draft the actual brief you'd send, not a demo version.
Check the sources
Load your source docs and call transcripts into NotebookLM and ask it to flag any claim in the draft the sources don't back.
Write it down
Save the working prompts and steps as a reusable template so the next brief starts from that setup, not a blank page.
Ship and scale
Turn one finished brief into a deck with Gamma, then pick the next repetitive task worth handing to the same workflow.
Progress signals
How you know you're improving
- Your briefs need fewer edits before you'd actually send them.
- You check Perplexity's citations by reflex instead of trusting the summary.
- You reach for the workflow on a new question without rebuilding it from scratch.
Toolkit
Tools you'll master
Every tool here is a real product you can open today. Browse the full directory of 68 tools.
Explore other paths
Not sure this is your path?
The starter lesson is free, so open it and see. Or take the free assessment: it reads where your comeback stands and recommends the comeback course to start with.