Leadership
Meeting decisions and action tracking
Every decision and action from your leadership meetings is logged with an owner and a due date, then chased in your task tool until it is done.
Automation
Leadership · Agent
Board pack assembly
AI board pack preparation for growing companies
AI gathers the month's financials, KPIs and department updates into your board pack template, drafts the commentary and tracks what is still missing.
01 today
The problem
Board packs get built in the last few days before the meeting by a finance lead or an executive assistant chasing updates by email. Figures are pasted from exports by hand, commentary is written late at night, and the version sent to directors is not always the one with the corrected numbers.
02 the run
What the AI does
- Step 1: Sends each department head a short update request with the questions from your template and a due date.
- Step 2: Pulls the month's management accounts, cash position and KPIs from Xero, NetSuite or your reporting tool into the agreed tables.
- Step 3: Drafts variance commentary against budget and last month, and marks where the explanation needs input from a person.
- Step 4: Assembles everything into your Word, PowerPoint or Google Docs template with consistent formatting and numbering.
- Step 5: Keeps a live checklist of missing sections and reminds owners before the deadline.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The finance lead checks every figure and edits the commentary, and the CEO signs off the final pack before the agent uploads it to the board portal or sends it to directors.
04 after
What changes
The pack comes together across the month instead of in a late rush. Finance spends its time on the story behind the numbers, and directors receive a consistent pack on time.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Agent
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.