Assembles board materials from source systems with voice-calibrated commentary.
Activation complexity
High
Time to activate
14-21 days
Volume share
10-20% of role volume
Impact range
40-60% faster
Inherited pricing
€3.00 – €10.00 per initiative or meeting processed
This capability shares the Chief of Staff Agent's metered unit. A initiative or meeting processed is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Board Prep compresses the monthly or quarterly board-pack scramble. The agent pulls KPIs, OKR state, and commentary from source systems, formats into the approved template, and flags open questions for exec review.
Workflow summary
Pulls source data, assembles sections, drafts commentary, flags opens.
Stages
Decision logic
Uses board-pack templates and historical voice samples to assemble sections with consistent tone.
Systems and data
{CRM,finance,"OKR tool","doc repo"}
{"board template","historical decks","KPI feed","OKR state"}
Exceptions & human handoff
Voice-tone or interpretation flags route to CEO or COO for direct review.
Voice deviation, interpretation ambiguity, or data-quality concern.
Readiness
Template approved, historical decks accessible, data sources wired.
Owner on client side · CEO / COO
Impact contribution
20-30% of role impact is board-prep lead time compression.
Primary KPI · Board-prep lead time · 40-60% faster
Prerequisites
Activating Board Prep in production requires the following capabilities to be live first. Ordering matters — routing and classification quality propagate.
The chat opens with Chief of Staff Agent and Board Prep pre-selected. You can add other capabilities during the conversation.