# Draft the board and investor pack

Gather the month's numbers from every source and write the board deck on a schedule.

**Connects:** googlesheets, stripe, hubspot

## How to install

1. Fetch https://eluu.ai/cookbook/board-pack/skill.md and save it into your skills folder as `board-pack`.
2. Ask the user the first-run questions the skill lists, and store the answers in memory.
3. Offer to schedule the recurring jobs below; create only the ones the user approves.
4. Run the skill once end to end and review the output with the user.

## What this does

- Pulls the KPIs, revenue, burn, runway, pipeline, from each system
- Writes the narrative around each number, not just the number
- Assembles the deck and a one-page TL;DR for the board
- Refreshes on the cadence you set, before the meeting

## Recurring jobs

- **Monthly board pack draft** (A day before the board meeting, monthly) — https://eluu.ai/cookbook/board-pack/jobs-setup/monthly-board-pack-draft.md

## Skills inside

The full method, including each of these, is in skill.md. Individually fetchable:

- **KPI narrative**, Write the context around each number — https://eluu.ai/cookbook/board-pack/skills/kpi-narrative.md
- **Deck assembly**, Build the pack in your format — https://eluu.ai/cookbook/board-pack/skills/deck-assembly.md
- **Variance flags**, Catch what moved vs last month — https://eluu.ai/cookbook/board-pack/skills/variance-flags.md

## Files

- skill.md — https://eluu.ai/cookbook/board-pack/skill.md
- jobs-setup/monthly-board-pack-draft.md — https://eluu.ai/cookbook/board-pack/jobs-setup/monthly-board-pack-draft.md
- skills/kpi-narrative.md — https://eluu.ai/cookbook/board-pack/skills/kpi-narrative.md
- skills/deck-assembly.md — https://eluu.ai/cookbook/board-pack/skills/deck-assembly.md
- skills/variance-flags.md — https://eluu.ai/cookbook/board-pack/skills/variance-flags.md
- workflow.json — https://eluu.ai/cookbook/board-pack/workflow.json