Reviewing external market research reports and flagging unverified claims before presenting findings to the board.

• Read through the full market research report section by section.
• Highlight statistics, market size figures, and growth projections.
• Cross-reference key claims against internal data or public sources to check for validity.
• List out specific assumptions, missing data points, or unverified claims in a separate tracking document.
• Draft a summary note highlighting these risk areas for the executive team.

Manually cross-referencing every single statistical claim against external sources takes a significant amount of time and is easy to miss when fatigue sets in.

1. You

   1. Set the review scope

   Provide the report, the intended board presentation, and any internal data or approved public sources that may be used for comparison. Define which markets, dates, customer segments, and claim types require evidence.

2. AI

   2. Extract and organize factual claims

   Identify statistics, market-size figures, growth projections, benchmarks, categorical assertions, and causal statements in the report. Record each claim with its location, wording, cited source, sample size, date, population, and stated assumptions when available.

3. AI

   3. Flag evidence gaps and inconsistencies

   Compare each claim with the supplied internal data and public sources, without treating the report's own wording as independent confirmation. Mark claims as supported, contradicted, unclear, or unverified, and state what evidence is missing; AI cannot reliably confirm claims when source material is absent, inaccessible, or methodologically unclear.

4. You

   4. Decide which claims can be presented

   Determine whether each high-impact claim stays in the board materials, is qualified with limitations, is replaced with internal evidence, or is removed. Own the consequences of presenting uncertain findings and escalate material contradictions to the report provider or research owner.

5. AI

   5. Draft the evidence-risk register and executive note

   Create a tracking table containing the claim, source location, evidence status, missing information, business impact, and required action. Draft a concise summary of the remaining risks and approved qualifications for the executive team.

6. You

   6. Approve the board-ready version

   Check the final register and summary against the original report and supporting evidence, then approve the wording and citations for the board deck. Keep an audit copy of removed, qualified, and unresolved claims.

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