Have you had AI draft the board deck or quarterly review from your numbers and last quarter's deck?

You give AI the metrics, team notes and last deck; it drafts the narrative and slide text in the same structure. You check the numbers and make the judgment calls.

How to automate it

How to automate “prep the board deck or quarterly business review”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

480 min

typically, once a month

45%

of the time can be automated

Some setup

to set up

Fix 1 of 2

AIBest fix

Have AI draft the board pack narrative from your numbers and last deck

AI is good at turning metrics and notes into a consistent narrative in last quarter's format. You keep the judgment calls and the numbers checked.

Typically saves about 35% of the time30 min to set up

1Export the metrics for the period and gather each function's notes.
2Upload last quarter's deck so the AI matches structure and tone.
3Run the prompt below and review every number against the source.
4Use Copilot in PowerPoint, Gemini in Slides or Claude to turn the outline into slides, then fix the design by hand.
5Next quarter, keep the same prompt and inputs so it gets faster each time.

Prompt to copy

You are helping me prepare the [QUARTER] board pack for [COMPANY]. Attached: last quarter's deck (match its structure), this quarter's metrics, and notes from each team. Draft: 1) a one-page CEO letter (wins, misses, what we learned), 2) slide-by-slide text for each section of last deck, 3) a list of the three decisions or asks for the board, 4) questions the board is likely to ask, with suggested answers. Use only numbers from the attachments and mark anything uncertain with [CHECK].

[ATTACH LAST DECK, METRICS, TEAM NOTES]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Copilot in PowerPoint · Gemini in Google Slides

Fix 2 of 2

Automation

Build the report once so it refreshes itself

Connect the spreadsheet or dashboard straight to the source so next week's report is already done.

Typically saves about 80% of the time4 h to set up

1List where each number comes from.
2Use Power Query (Excel), a connected sheet, or a Google Data Studio or Power BI dashboard pulling from the source.
3Schedule the refresh and send the link instead of an attachment.

Tools: Excel Power Query · Power BI · Google Data Studio (formerly Looker Studio) · Google Sheets connectors

Quick wins

Have you tried…

Have you had AI draft the board deck or quarterly review from your numbers and last quarter's deck?: You give AI the metrics, team notes and last deck; it drafts the narrative and slide text in the same structure. You check the numbers and make the judgment calls.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

CEO / Founder General Manager / VP Chief of Staff

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