How ELMO Software's president uses AI across his entire workday

Executive overview

Most executives consume fragmented information across meetings, emails, and reports with no single view of what matters. Joseph Lyons, president of ELMO Software, has systematically replaced that chaos with AI workflows that run before, during, and after every significant interaction.

The core shift: treat AI as a context-aware thinking partner with full situational knowledge, not a search tool.

The best-prepared person wins — and AI is now how you prepare.

The ELT daily intelligence brief

• A no-code AI agent (built on Glean) connects G Suite, Slack, and Salesforce for each exec
• Delivers a personalised brief into Slack each morning: priority emails, next 7 days of meetings, open actions, risks, escalations
• Each exec gets their own version tailored to their role
• Saves an estimated 1–2 hours per day per person

Turning a 6-hour strategy workshop into usable output

• Zoom AI Companion gave only surface-level bullet points — insufficient for a full-day session
• Full Zoom transcript uploaded to Claude, which already had pre-built context: agenda, objectives, pre-read materials
• Claude reorganised everything by topic (not chronological order), surfaced open decisions, named owners and next steps
• Produced a shareable cascade artifact and a full comms email for team members not present
• Key tactic: participants spoke actions and owners aloud during the meeting so the transcript captured them explicitly

AI-assisted negotiation preparation

• Uses Gong to extract full relationship history: calls, meetings, content engagement, voicemails
• Uploads contract details and commercial positions into Claude before entering a negotiation
• Prompts for likely objections, points of contention, and recommended solutions for each scenario
• Outputs a live "cheat sheet" — a mapped game-theory view of the negotiation
• Always supplements AI context with direct input from the humans who engaged the customer

Role-playing tough conversations

• Uses Claude Voice hands-free on the drive to work
• Describes the person, their role and history, the specific challenge, and the feedback needed
• AI returns a structured talk track; further prompts refine tone and desired outcome
• More context upfront = significantly better output

Synthesising cross-functional reports

• Ingests sales data, marketing metrics, customer insights, multi-currency performance, and product updates simultaneously
• AI spots patterns across data sets that would be missed reading reports individually
• Originally manual via Claude; now automating via Glean agent on a weekly cadence
• Output format is standardised: cohesive metrics view plus prioritised recommendations

Using AI to stress-test thinking

• Any input requiring non-obvious judgment — email, Slack message, post-meeting thought — goes into Claude
• Standard prompt: evaluate the issue, identify challenges, give 2–3 options for moving forward
• Functions as a real-time thinking partner across virtually every decision