Finance
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Board Prep Room

A live meeting agent for board prep. The CFO, CEO and function heads all draft their board slides, and inconsistencies quietly show up on page fourteen that a director will find in minute three. It keeps the numbers consistent across each function's slides, flags where two teams are telling different stories about the same quarter, and records the agreed narrative the exec team is walking in with.

Board PrepGovernanceFinance

What this agent does

  • Keeps numbers consistent across function slides
  • Flags contradictions between departments
  • Records the agreed narrative for the board
  • Tracks changes across prep sessions

Connected data sources

DiligentGoogle DriveNotion

Best for

  • Executive teams prepping for the board
  • CFOs coordinating board materials
  • Chiefs of staff running board prep

Deploy this agent

Launch the Board Prep Room in your Google Meet calls in minutes. No engineering required.

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