DOCUMENT OPS
Quarterly board deck assembler from KPIs, narrative, and risks
On a quarterly schedule, pulls the latest KPI tables from Snowflake, the prior-quarter narrative from Coda, and the open risk register.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly board-prep schedule fires
- ActionQuery current-quarter KPI table from SnowflakeSnowflake
- ActionRead prior-quarter narrative from CodaCoda
- ActionPull open items from risk register in CodaCoda
- ActionAssemble versioned deck draft in Google DriveGoogle Drive
- OutputNotify board-prep channel with draft linkSlack
What it does
Automatically drafts the recurring board deck so the operator starts from a populated document instead of a blank slide. It gathers the three inputs every board pack needs — current quarter KPIs, last quarter's written narrative, and the live risk register — and lays them into a versioned deck file ready for editing.
When to use it
Run it the week before each board meeting when you want the data and prior context already in place. Best for finance or chief-of-staff teams who rebuild the same deck structure every quarter and waste hours copy-pasting numbers.
How it works
- 1A quarterly schedule fires the workflow on the board-prep date.
- 2It queries Snowflake for the current-quarter KPI table (revenue, retention, burn).
- 3It reads the prior-quarter narrative section from the board Coda doc.
- 4It pulls all open items from the risk register table in Coda.
- 5It assembles a new versioned deck draft in Google Drive, slotting KPIs, last-quarter narrative for continuity, and the risk list onto their respective slides.
- 6It posts a Slack message to the board-prep channel with the draft link and a checklist of sections still needing human input.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect CodaDocs, packs, automations.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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