How I Work

The AI playbook of ELMO Software’s President, Joseph Lyons

9 snips
Apr 1, 2026
Joseph Lyons, President of ELMO Software, explains his hands-on AI playbook in leadership. He describes personalised daily Slack briefs for execs. He shows how AI turns long workshops into organised outputs. He talks about prepping negotiations with customer history and role‑playing tough conversations using voice AI. He also covers synthesising cross‑functional reports into one clear weekly view.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Deliver A Personalised Daily Exec Brief

  • Do build a personalised daily brief that aggregates your calendars, emails, actions and risks.
  • Joseph Lyons uses Glean to deliver each ELT member a prioritized Slack brief showing next 7 days, flagged risks, and board items.
ANECDOTE

Turn Long Workshop Transcripts Into Action

  • Anecdote of turning a six hour strategy workshop transcript into clear outputs using Claude.
  • Joseph uploaded Zoom's transcript to Claude which reorganised themes, owners, next steps and created a cascade email for the wider team.
ADVICE

Prime AI With Goals Before Summarising Meetings

  • Do give AI the meeting context and goals before feeding transcripts to get useful, goal‑aligned summaries.
  • Joseph pre-loaded Claude with the workshop agenda and objectives so the transcript could be reorganised by topic and outcomes.
Get the Snipd Podcast app to discover more snips from this episode
Get the app