Automated Board Report Generation Package
Create a system that pulls data from multiple sources to generate a comprehensive board report with financials, KPIs, risks, and strategic updates.
Reduce board report preparation from 3 days to 2 hours by automating data aggregation, visualization, and narrative generation.
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Prompt objective
Reduce board report preparation from 3 days to 2 hours by automating data aggregation, visualization, and narrative generation.
Real use case
A startup CEO and CFO spend 3 full days before each board meeting compiling data from 6 different systems into a 30-slide deck. The process is error-prone and stressful.
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Prompt
Act as a corporate governance and operations specialist. Design an automated board report generation system for [COMPANY NAME], a [STAGE] company in [INDUSTRY]. **Context:** - Board meeting frequency: [MONTHLY/QUARTERLY] - Data sources: [CRM], [ACCOUNTING SYSTEM], [HR SYSTEM], [PRODUCT ANALYTICS], [OTHER] - Board size: [NUMBER] members - Report format: [GOOGLE SLIDES/POWERPOINT/NOTION/PDF] - Key metrics tracked: [METRIC 1], [METRIC 2], [METRIC 3], [METRIC 4], [METRIC 5] **Deliverables (numbered):** 1. Report structure: standard board deck outline with sections (executive summary, financials, KPIs, product updates, team/HR, risks, strategic initiatives, asks from board) 2. Data pipeline: automated extraction from each source system, data transformation and normalization, metric calculation, and data freshness validation 3. Financial section: P&L summary (actuals vs. budget vs. prior period), cash flow statement, runway calculation, burn rate, and key financial ratios 4. KPI dashboard: [NUMBER] key metrics with trend charts (last [NUMBER] periods), target vs. actual, and commentary on significant changes 5. Narrative generation: AI-written executive summary and section commentary based on data trends, highlighting achievements, concerns, and context 6. Risk register update: current risks with likelihood/impact scores, new risks identified, mitigated risks, and action item status 7. Distribution and versioning: auto-generate final deck, create board portal upload, track who has reviewed, and maintain version history **Constraints:** - Must flag any data that is incomplete or estimated - Must include period-over-period and year-over-year comparisons - Must maintain confidentiality markings and distribution controls
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