The FACT framework
Better questions produce better answers. Use the FACT framework to improve results.
F – Frame your question specifically
Ask about one topic at a time.
Instead of: “What’s happening with the CEO report?”
Ask: “What risks were flagged in the CEO report?”
A – Anchor to a document or meeting
The more specific the source, the more accurate the response.
You can reference a document, meeting, or use the context selector.
C – Constrain the time period
Include a timeframe where possible.
Instead of:“What did the board decide about the reserve fund?”
Ask:“What did the board decide about the reserve fund in 2025?”
T – Tell it the format you want
Specify how you want the response returned. Examples:
“Summarise in three bullet points”
“Explain in plain language”
Example
Without FACT: “What’s happening with the budget?”
With FACT: “Summarise the key budget risks raised in the March 2025 board pack in three bullet points.”
What to use it for
Pre-meeting preparation
AI Assistant helps you review large board packs quickly.
Useful prompts:
“Summarise the key decisions and action items from this month’s board pack”
“What risks are flagged in the [document name]?”
“What questions should I ask about the financial report?”
Retrieving historical context
Ask about previous discussions without searching through older packs.
Useful prompts:
“What did the board decide about [topic] in 2024?”
“Has [issue] been raised before? What was the outcome?”
“What has the board’s position been on [topic] over the past year?”
Understanding unfamiliar content
AI Assistant can explain technical or financial terminology in plain language.
Useful prompts:
“Explain the term [X] used in this document”
“What does this financial metric mean in this report?”
Tracking attendance and engagement
Administrators can retrieve attendance information without manual counting.
Useful prompts:
“How many meetings has [director name] attended since 1 July 2024?”
“Which directors attended all meetings in the last financial year?”