> ## Documentation Index
> Fetch the complete documentation index at: https://docs.auditynow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Stakeholder memos

> Auto-generate tailored memos for each stakeholder group based on audit findings.

## What this is

Stakeholder memos are AI-generated narrative documents tailored to specific audiences within the client organisation, for example, a C-suite memo focusing on strategic ROI, and a technical memo detailing integration requirements. Each memo draws on the analysis findings, framework scores, and ROI calculations, and is written in the appropriate register for its target audience.

## Before you start

* [Analysis](/guide/run-an-audit/analysis) must be complete.
* [ROI calculations](/guide/run-an-audit/roi) should be confirmed so that financial projections appear in the memos.
* Identify the audiences you need memos for. The most common sets are: C-suite / executive sponsor, IT / technical lead, and operations / functional lead.

## Procedure

1. Open your project and click **Stakeholder Memos** in the lifecycle stepper.
2. The **Memo types** panel shows a list of pre-built memo templates:
   * **Executive summary memo**, high-level findings, strategic recommendations, and ROI headline.
   * **Technical assessment memo**, infrastructure gaps, integration requirements, and technology recommendations.
   * **Operations memo**, process improvement opportunities and change management considerations.
3. Toggle on the memo types you need.
4. Optionally add **Custom audience notes** for each memo, specific context, tone guidance, or items to emphasise. These notes are included as instructions to the AI generator.
5. Click **Generate memos**.
6. Each memo generates sequentially. When complete, a preview panel shows the memo content.
7. Review each memo. Use the inline **Edit** function to adjust any section. Edits are preserved through subsequent re-generations only if you lock the section.
8. Click **Finalise memos** when satisfied.

<Tip>
  If a memo section reads as too generic, add more specific context in the Custom audience notes and regenerate that memo type only. You do not need to regenerate all memos.
</Tip>

## Limits and gating

* Memo generation requires a completed analysis run.
* **Solo plan:** Up to 2 memo types per project.
* **Team / Enterprise:** All memo types available.
* Memo generation consumes credits. The UI shows the cost before you click Generate.

## Common issues

**Memo contains factual errors about the client.**
The memo content is derived from what was entered in the client profile, discovery, and interviews. If something is wrong, correct the source data and regenerate the affected memo.

**Generated memos are too long or too short.**
Use the Custom audience notes field to specify length guidance (e.g. "keep to one page" or "include detailed evidence for each recommendation").

**"Generate memos" button is disabled.**
At least one memo type must be toggled on, and analysis must be complete. Check both conditions.

**Edited content is lost after re-generation.**
Only sections marked as **locked** are preserved during re-generation. Lock any sections you have edited before triggering a new generation.

## What's next

Review the [opportunity matrix](/guide/run-an-audit/opportunity-matrix), which provides a visual prioritisation grid of all identified opportunities.