How do you draft the board deck before the meeting?
A chief of staff AI Employee that runs once a quarter, ahead of the board meeting. It gathers the quarter's metrics from your warehouse and finance, drops them into your board template, and drafts the slides, with the numbers, charts, and standing sections, for the exec to review and finalize. Draft only; nothing is sent.
×The board deck is the same build every quarter and it always lands under time pressure. The standing slides don't change much, whether the KPI page, the revenue and growth charts, or the cash and runway summary, but each one needs this quarter's numbers pulled from the warehouse and finance, dropped into the right place in the template, and formatted the way the board expects. It's hours of careful, repetitive assembly, and it happens right when the exec has the least time to spare. This is the quarterly board deck specifically, not the monthly investor email. It's the deeper, formatted read the board works through in the meeting, which means the numbers have to be right and in the exact shape the template calls for. The assembly is mechanical; the story and the judgment are the exec's, and those two things get tangled together when one person is doing both against a deadline.
Once a quarter the chief of staff AI Employee reads the quarter's metrics from the warehouse and finance, read only, and drafts the board slides directly into your existing template. It fills the standing sections, KPIs, revenue and growth, cash and runway, with this quarter's numbers and charts, in the format the board expects. It drafts only; the deck waits for the exec to review, add the narrative, and finalize.
See exactly how the work gets done.
Runs once a quarter, before the meeting
A scheduled quarterly run assembles the draft ahead of the board date, so the exec starts from a filled deck instead of a blank template.
Carries the deck structure and metric definitions
Which slides to build, how each metric is defined, and where every number belongs in the template travel with it as a skill.
Reads the quarter's numbers, with permissions you set
It pulls metrics from the warehouse and finance read only. Credentials stay in memory, never written to disk, never exposed to the model.
Drafts into your template, fills the standing sections
It populates the KPI, revenue, growth, and cash slides with this quarter's figures and charts, formatted the way the board reads them.
Fills numbers, not narrative
It puts the data in place and stops. The story, the framing, and any forward looking commentary are left for the exec to write.
Drafts only, the exec finalizes
The deck lands as a draft. Nothing is sent or presented until the exec has reviewed every slide and finalized it.
Draft only, the exec finalizes
The deck is always a draft. The AI Employee has no authority to send, present, or share it. The exec reviews and finalizes every slide.
Fills numbers, not the story
It populates the standing metrics and charts and stops there; the narrative, framing, and forward looking commentary stay with the exec.
Read only sources, exact definitions
Every metric is read in read only mode and placed using the definition you set, so the figures match the board's expected shape and nothing is written back.
Runs in your environment
Access to the warehouse and finance is scoped and brokered; your data never leaves and is never exposed to the model or the logs.
You own every rule
The deck structure, metric definitions, and template are yours, versioned and changed on your terms, not in a vendor dashboard.
The hours of pulling this quarter's numbers into the template are gone; the exec opens a deck that's already built on the standing slides, with the figures and charts in place, and spends the time that's left on the story the board actually came to hear.
Quarterly
A drafted deck ready before every board meeting
Draft only
The exec reviews and finalizes every slide
Numbers filled
Standing KPI, revenue, growth, and cash slides prepopulated
