Board meeting pack builder
Pulls the standard exec metrics into the agreed board template. You edit the story, numbers update themselves.
Possibilities
Where this could go
Automated Metric Extraction And Sync
The system pulls live data from your core platforms directly into your presentation slides.
- Connects to Salesforce and Stripe
- Pulls live revenue and pipeline data
- Updates existing charts
- Eliminates manual copy and paste
Dynamic Slide Deck Generation
You write the narrative for the board while the underlying figures update themselves automatically.
- Supports Google Slides and PowerPoint
- Preserves your custom formatting
- Keeps narrative text intact
- Refreshes data on command
Standardized Board Pack Compilation
Generate a complete and accurate board pack ready for distribution to your executive team.
- Compiles all slides into one file
- Locks final numbers for the quarter
- Generates a PDF version
- Maintains a history of past packs
Questions
Things people ask
Which presentation tools does this support?
The builder integrates directly with Google Slides and Microsoft PowerPoint. It uses your existing templates and updates the specific text boxes or charts you define.
Where does the data come from?
We connect the builder to your existing data sources like Salesforce, Stripe, Tableau, or Snowflake. The tool queries these systems to pull the exact metrics required for your board pack.
Will it overwrite the narrative text I write?
No. The system only updates the specific metric variables and charts you map to your data sources. Your commentary and strategic narrative remain exactly as you wrote them.
How do we handle last minute data changes?
You click a single refresh button. The system pulls the latest numbers from your connected platforms and updates the relevant figures across all your slides instantly.
Can we use our own custom slide designs?
Yes. The builder works with your exact corporate template. We map the data feeds to your specific layout rather than forcing you to use a generic design.
Is the final board pack secure?
The tool relies on your existing access controls. Data is pulled via secure API connections and the final document lives in your own Google Workspace or Microsoft 365 environment.
Can we track historical board metrics?
The system can store a snapshot of the data used for each board meeting. This allows you to look back at exactly what numbers were presented in previous quarters.
