Upload your team's monthly status PDFs. ESM extracts the content from every file, passes it to Claude Haiku in two focused AI passes — first a polished first-person executive narrative, then presenter talking points — and archives everything for next month's reference. Local Ollama fallback keeps it running even without cloud access.
Start a new report by giving it a title and a meeting date. Add as many PDFs as you have teams — upload each file and tag it with the team name. ESM reads all of them together, so each team's voice is represented in the final narrative. You can also seed the brief from a DRA research report: a dropdown lists all approved DRA reports and one click pre-populates the context before you add team PDFs. A loading overlay tracks progress while Claude Haiku works through both AI passes.
The view report page gives you a two-column workspace. On the left: the full executive narrative — editable inline with a single click, written in first-person confident prose, no bullet points. On the right: the auto-generated speaker notes, ready for the meeting. One click copies the narrative to clipboard. When you're happy, Finalize locks the report and moves it to the archive. You can also trigger a full regeneration from this view if the first pass needs a retry.
The speaker view strips away the editor chrome and renders your talking points in a clean, large-text format designed for a second monitor or a printed sheet. Each point is numbered, the meeting title and date are shown at the top, and a print button fires the browser print dialog directly. Go into your monthly review knowing exactly what to say.
The dashboard shows every report you've ever generated. A stats bar at the top tracks total reports, finalized count, drafts in progress, and the most recently generated date. Each report card shows the title, meeting date, team count, and finalized status. Click any card to jump straight back into editing or reviewing a past summary.
ESM runs every report through a deliberate two-pass AI pipeline — upload your team PDFs and walk into your next meeting with a polished narrative and numbered talking points ready to go.
Settings lets you control every AI variable per-user. Choose between Claude Haiku (fast, economical) and Claude Sonnet (higher quality for critical presentations). Set a timeout for long documents. Override the system prompt entirely if your organisation has a specific tone or format requirement — either type it inline, or link a saved prompt straight from your PRL (Prompt Library) so your house style is reused across every report.
ESM handles the entire report-to-presentation pipeline — from multi-file upload through AI generation to a print-ready speaker view and permanent archive.
Every team report. One narrative. Speaker notes included. Archived for next time.
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