Product / board reporting pack automation
Board pack assembled from settled numbers
The board pack is built the night before the meeting because the numbers are not settled until then. Fix the close and the pack becomes a runbook: when the period locks, the agent pulls actuals, writes the flux notes and assembles the deck for review.
How it is done by hand today
- Wait for the close, then export actuals and budget.
- Update the charts and tables in the deck.
- Write variance commentary from memory and Slack threads.
- Send for review, then fix the numbers that changed overnight.
What the runbook does
- Triggers when the period locks in the ledger.
- Pulls actuals, budget and prior period into the pack template you already use.
- Drafts flux notes from the ledger's own variance data, for a person to edit.
- Sends the pack for review with every number linked back to the ledger.
What it costs you today
Hours per pack times packs per year, plus the cost of a late or wrong number in front of the board. We quantify it free, in a week.
Questions we get
Google Slides, PowerPoint, Sheets?
Any of them. The template is yours; the agent fills it.
Who owns the agent?
You do. It runs in your stack and keeps running without us.
How long until it is live?
Three to four weeks, once the close runbook is in place.
Bring this workflow to a call and we will quantify what it costs you, free, in a week.