Guide · Agent skill
How to use the Executive Briefing Memo agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The Executive Briefing Memo skill (exec-briefing-memo) tells an AI agent to take long or scattered material, such as meeting notes, research, sales feedback or product data, and reshape it into a one-page memo for a decision-maker. This guide explains what agent skills are, how to install this one, how to ask for a memo in plain language, and where to be careful before a memo goes to executives. By the end you will know how to produce a decision-first memo and how to check it before anyone signs off.
Executive Briefing Memonexu-io/html-anything · Apache-2.0 Download the skill Quick start
- 1Download the ZIP. Download the exec-briefing-memo ZIP from this page.
- 2Unzip into the skills folder. Unzip into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder.
- 3Or upload in the Claude apps. In the Claude apps, go to Settings → Capabilities → Skills and upload the skill.
- 4Gather your material. Collect meeting notes, research, sales feedback or product data, and state the decision, audience and deadline.
- 5Ask in plain language. Request an executive decision memo and, optionally, name a style: board-memo, decision-command or board-paper.
- 6Review the memo. Check each fact against its source, confirm the confidence level, and read the evidence gaps.
What the skill makes the agent do
An agent skill is a folder of instructions that an AI agent loads when it is relevant to a task. This one covers a single job: turning complex material into a memo that helps someone make a decision in about three minutes. It is not meeting minutes, a weekly status report or a product requirements document.
The memo leads with the decision needed and a firm recommendation with a confidence level. It then covers why the decision is needed now, five to seven key facts with their source type (sales, product, finance, customer or ops), a comparison of options (Option A, B and C) on upside, cost, risk and reversibility, risks with mitigations, a decision path for approve, reject or ask for more evidence, and next actions with owner, due date and expected artifact. If the input is missing key information, the skill asks the agent to list evidence gaps and still give a provisional recommendation.
- Three HTML layout styles are included: board-memo (light, the default), decision-command (dark, for urgent decisions, incidents and go/no-go gates) and board-paper (formal, for boards, investors, compliance and budget approval).
- The agent picks one style based on the situation and does not mix them.
- The skill tells the agent not to invent numbers, customers, budgets or dates.
Install the skill (ZIP download or Claude apps)
Download the ZIP for this skill from this page. Unzip it into one of two locations, depending on how you want to use it. For personal use across projects, unzip it into ~/.claude/skills/. For a single project, unzip it into that project's .claude/skills/ folder.
If you use the Claude apps instead, upload the skill under Settings → Capabilities → Skills. The skill folder should contain SKILL.md, the three style files in assets/, and the example files (example.html, example.md).
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project
- Claude apps: Settings → Capabilities → Skills, then upload
~/.claude/skills/exec-briefing-memo/Ask for a memo with a natural request
You do not need a special command. Describe the decision and paste or attach your material. Name the audience and, if you have one, the style. The skill picks a style from the situation if you do not specify one, and defaults to board-memo.
Good requests state the decision, the audience and the deadline, for example. Say so if you want a board paper or an urgent command-centre layout.
- "Turn these meeting notes into an executive decision memo for the CEO and CFO."
- "Make a one-page go/no-go memo on the Q3 launch from this research. Use the dark command layout."
- "Summarise this 40-page vendor report as a board paper for approval."
- "Prepare a decision memo from this sales and product feedback. List evidence gaps."
Read the example before you start
The package includes example.md, a sample input, and example.html, a sample rendered memo. The example is titled "Should FlowLedger launch an Enterprise Plan in Q3?" and draws on sales, product and finance signals. It shows the kind of messy input the skill is designed to handle and what a tight output looks like.
Use the example to calibrate what you feed in. The more specific your facts, sources and deadlines, the more useful the memo.
- example.md: sample input with context, signals by source, and a decision deadline
- example.html: sample memo output
Check the memo before it goes to executives
The memo can look authoritative even when the source material is weak. Before you send it, check that each key fact traces back to a real source, that the confidence level matches the evidence, and that the evidence gaps are listed honestly.
Do not treat the memo as formal legal, financial or compliance sign-off. Those decisions need qualified human review regardless of how polished the output is.
- Verify every number and date against the original material.
- Check that the confidence level is justified by the evidence.
- Confirm the evidence gaps section is present when information is missing.
- Route legal, financial or compliance decisions to a qualified reviewer.
Safety notes: scripts and network
According to the skill's own description, it runs no scripts and uses no network access. It requires nothing beyond the files in the package. It is a set of instructions and HTML layout references that the agent uses while writing the memo.
Because it does not run code or connect to the network, the main risk is accuracy of content rather than system access. Treat the output as a draft that a person owns.
- Runs scripts: no
- Uses network: no
- Requires: nothing listed
What people use it for
- Preparing a go/no-go memo on a product launch from scattered team feedback
- Turning a long research report into a one-page decision summary for a CEO or CFO
- Drafting a board paper for budget approval with a formal layout
- Writing a risk-response memo for an incident with an urgent command-centre layout
- Comparing three options for an enterprise plan using sales, product and finance signals
Frequently asked questions
Is the Executive Briefing Memo skill free?
The skill is published under the Apache-2.0 licence, as stated on this page. Check the licence file in the source repository for the full terms before reusing or redistributing it.
What do I need to install the exec-briefing-memo skill?
The skill lists no special requirements. Download the ZIP, then unzip it into ~/.claude/skills/ or a project's .claude/skills/ folder, or upload it under Settings → Capabilities → Skills in the Claude apps.
Does this skill run scripts or access the internet?
No. The skill is listed as running no scripts and using no network access. It works through instructions and HTML layout files that the agent uses to write the memo.
Can the skill write meeting minutes or a weekly status report?
No. The skill states that it is not for meeting minutes, weekly status reports or product requirement documents. Use it for decision memos.
How is this different from just asking an AI to summarise my notes?
The skill enforces a decision-first structure: a decision needed, a firm recommendation with confidence level, options compared on upside, cost, risk and reversibility, and a decision path. It also asks the agent not to invent figures and to list evidence gaps.
Why does the memo sometimes look convincing when the facts are weak?
The layout is polished regardless of input quality, so a memo can look authoritative even when the evidence is thin. Check the sources and evidence gaps yourself before sharing it.
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Our verdict
Use this skill if you regularly prepare decision memos for executives or boards and want a consistent, decision-first format produced quickly from messy input. Pick something else if you need meeting minutes, status reports or requirements documents, or if your decision requires formal legal, financial or compliance sign-off, since the memo still needs qualified human review.
Download the skill