What you receive
Prepares comprehensive board meeting materials by gathering department updates, pulling market context, structuring materials into pre-reads and presentations, ensuring strategic coherence, and finalizing into a complete board-ready package. The final deliverable integrates insights from every agent in the sequence, shaped by your preferences and grounded in your connected data.How it works
Your Department Update Collector starts by working on the foundation — gathers structured status updates from each department for board preparation, extracting key accomplishments, blockers, metrics, and upcoming milestones. Then your Research Analyst picks up — pulls market context, competitive updates, and industry trends relevant to board meeting topics to provide external perspective for strategic discussions. Then your Board Materials Coordinator picks up — structures the board meeting agenda, creates pre-read summaries for each topic, and builds the narrative arc for the presentation. Then your Strategic Advisor picks up — reviews board materials for strategic coherence, identifies gaps in the narrative, and ensures alignment with company strategy and board expectations. Finally, your Report Writer brings everything together — finalizes all materials into a polished, board-ready package including pre-reads, presentation deck, financial summary, and anticipated q&a. Each agent inherits the context from the previous step, so the analysis builds and refines as the workflow progresses. You receive one comprehensive deliverable at the end.When to use this workflow
When you need to prepare quarterly board meeting materials 10 days in advance, this workflow handles it end to end. It also works well when you need to create ad-hoc board package for special committee meeting.Research Analyst
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Strategic Advisor
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