Executive

Board Pack Automation

Build monthly board slides with pipeline, churn, and key initiatives. Approve in Slack; export to Google Drive and share with investors.

Signals
Salesforce, Zendesk, Google Drive
Outputs
Board slides, Risk flags, Pipeline summary
Cadence
Monthly
01. Consolidate

Assemble KPIs and trends

Pull pipeline changes, churn risk, and project milestones into a single narrative with charts and deltas.

02. Compose

Draft the board deck

Generate slides by section—GTM, product, CS—with cited metrics and commentary.

03. Approve

Collect leadership edits

Route drafts to the exec team in Slack for quick edits and sign-off.

04. Publish

Export and distribute

Export the final pack to Google Drive and share links with the board; archive versions for audits.

Integrated systems
Designed for leadership workflows.
Value delivered

Board updates with less stress and more signal.

  • Single source: one deck, all KPIs, with links to details.
  • Faster prep: leadership edits and approvals in Slack.
  • Better storytelling: commentary paired with cited metrics.
  • Auditability: version history and approvals on record.

Executive insight

“We cut board prep from weeks to days and spend time on decisions, not collecting screenshots.”
CEO, Series B SaaS
Next steps

Automate your next board pack.

We’ll connect Salesforce, Zendesk, and Google Drive; pilot with your next monthly update.