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Board Reporting Automation

Automated board deck creation with metric aggregation, narrative generation, and approval workflows

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: board-reporting executive-reporting governance investor-relations finance

Workflow Diagram​

Steps​

Step 1: Metric aggregation​

Agent: /aggregate

board-metrics - Pull financials, KPIs, operational metrics

Step 2: Performance analysis​

Agent: executive

reporting-agent - Analyze vs. budget, prior period, plan

Step 3: Narrative generation​

Agent: /generate

narrative - Write executive summary and commentary

Step 4: Deck assembly​

Agent: board

deck-specialist - Build slides following board template

Step 5: Appendix creation​

Agent: board

deck-specialist - Add detailed financial schedules

Step 6: Review cycle​

Agent: /route

approvals - CFO, CEO review and edits

Step 7: Distribution​

Agent: board

deck-specialist - Send deck to board 5 days pre-meeting

Usage​

To execute this workflow:

/workflow business/sales/board-reporting-automation.workflow

See other workflows in this category for related automation patterns.