Board pack assembly
Pull the real numbers, build the finance narrative, and flag exactly what the board will ask.
How this workflow runs
- Trigger: Board finance packet due
- Apps: Stripe, Salesforce, Google Sheets, Google Docs
- Example ask: Build the finance section of the board pack
- What you get: Board pack finance section with metrics, narrative, and open questions
What Runner completes
- Pulled revenue data
- Checked pipeline movement
- Updated model tables
- Drafted finance narrative
The board pack starts from current numbers and a clear story.