Board Update Composer
the monthly board/investor update drafts itself from live metrics, so it ships on time every month.
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.
Resolve the board-cycle window, the standard format, and the prior update from memory; dedupe so the same cycle never drafts twice.
workflow orchestratorPull revenue, collections, cash position, and spend from the Stripe ledger for the cycle window.
payment scannerDecompose MRR movement — new, expansion, contraction, churn — and compute burn with the trend against prior cycles.
revenue analystScore the period's health and name the biggest swings with their drivers.
business health scorerLayer in narrative signals: the wins worth highlighting, the risks worth naming, and the market context behind each ask.
market analystCompose the update in the standard board format — highlights, metrics table, lowlights, asks — every number traced to its ledger source.
board report writerRender the drafted update to Google Docs or Notion, dated to the cycle, as the archive copy.
docs managerDraft the board-list send in Gmail exactly as it would arrive.
email writerStage the full package — draft, metrics table, send preview — for one-click approval; on approval, execute the archive and stage the send, return receipts.
distributorAssemble the summary: metrics covered, narrative highlights, open asks, and the in-hub footer when connections are missing.
report formatterRequired 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
Optional
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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