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.