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executive

Board Update Composer

the monthly board/investor update drafts itself from live metrics, so it ships on time every month.

Best forB2BSaaSServicesStartup
Agents10 required
Duration5-10 minutes

Board updates ship late because they are written from memory the night before. This recipe drafts them from the ledger instead. Each cycle it pulls revenue, collections, cash, and burn from the live Stripe ledger, computes MRR movement — new, expansion, contraction, churn — and runs a business-health score over the period so the "why" behind each number is explicit. Market context sharpens the narrative: the wins worth highlighting, the risks worth naming, and the asks that actually need the board. It composes the update in your standard board format — highlights, metrics table, lowlights, asks — archives the draft to Docs or Notion, and stages the send to the board list through Gmail behind one approval gate. Every number traces to its ledger source; verslay_exclusive business-memory context (prior updates, past commitments) keeps the narrative consistent cycle over cycle. Idempotent per board cycle: reruns update the draft in place, never duplicate.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve the board-cycle window, the standard format, and the prior update from memory; dedupe so the same cycle never drafts twice.

workflow orchestrator
01

Pull revenue, collections, cash position, and spend from the Stripe ledger for the cycle window.

payment scanner
02

Decompose MRR movement — new, expansion, contraction, churn — and compute burn with the trend against prior cycles.

revenue analyst
02

Score the period's health and name the biggest swings with their drivers.

business health scorer
02

Layer in narrative signals: the wins worth highlighting, the risks worth naming, and the market context behind each ask.

market analyst
03

Compose the update in the standard board format — highlights, metrics table, lowlights, asks — every number traced to its ledger source.

board report writer
04

Render the drafted update to Google Docs or Notion, dated to the cycle, as the archive copy.

docs manager
04

Draft the board-list send in Gmail exactly as it would arrive.

email writer
04

Stage the full package — draft, metrics table, send preview — for one-click approval; on approval, execute the archive and stage the send, return receipts.

distributor
04

Assemble the summary: metrics covered, narrative highlights, open asks, and the in-hub footer when connections are missing.

report formatter

Required Agents

10
  • workflow-orchestrator
  • payment-scanner
  • revenue-analyst
  • business-health-scorer
  • market-analyst
  • board-report-writer
  • docs-manager
  • email-writer
  • distributor
  • report-formatter

Connections

Required

gmailgoogledocsstripeverslay_exclusive

Optional

gmail

What it does

  • Metrics pulled from the live Stripe ledger — revenue, collections, cash, burn
  • MRR movement decomposed: new, expansion, contraction, churn
  • Business-health score names the "why" behind the biggest swings
  • Narrative signals layered on top: wins, risks, and the asks that need the board
  • Composed in the standard board format: highlights, metrics table, lowlights, asks
  • Every number traceable to its ledger source — no hand-typed figures
  • Draft archived to Docs/Notion and staged to the board list via Gmail, approval-gated
  • Idempotent per board cycle — reruns update in place, never duplicate

Example prompt

Draft this month's board update: pull the numbers from Stripe, write it in our standard format, and stage it for the board list.

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