---
name: board-pack
description: Gather the month's numbers from every source and write the board deck on a schedule. Use this skill when: Before the meeting — A day before the board meeting, monthly.
---

# Draft the board and investor pack

Goal: draft this month's board pack from the live numbers.

Connected tools this skill uses: googlesheets, stripe, hubspot.

## When to use

- Before the meeting — A day before the board meeting, monthly.
- Or when the user asks directly to draft this month's board pack from the live numbers.

## Method

Draft this month's board pack.

1. Pull the headline metrics, net revenue, burn, runway, open pipeline,
   win rate, from Sheets, Stripe, and HubSpot.
2. For each metric, write one short paragraph of context: what moved, why,
   and what it means for next month.
3. Match the structure of last month's pack (attached), including the
   one-page TL;DR at the top.
4. Flag anything that looks off against last month before you finalize.

Output a shareable doc and save it to reports/board/{{month}}.md.

## KPI narrative

Write one short paragraph of context for each headline metric, not just the number.

## Method
1. Pull each metric — revenue, burn, runway, pipeline, win rate — from its source system.
2. Compare the current value against last month's value.
3. State the direction and size of the move.
4. State the likely driver, citing the source data behind it.
5. State what it means for next month in one sentence.
6. Keep each paragraph to a few sentences, one metric at a time.

## Rules
- Every figure must trace back to its source system; never write an inferred number.
- State direction and magnitude before explaining the cause.
- Mark an uncertain driver as "likely" or "unclear" — never present a guess as fact.
- Never write a paragraph that repeats the number without adding context.

## Output
One short paragraph per KPI — value, move vs last month, driver, and forward look — in the order the deck presents them.

## Deck assembly

Build this month's pack in the same structure as last month's, with the TL;DR at the top.

## Method
1. Open last month's pack as the format reference.
2. Match its section order, headings, and level of detail.
3. Drop this month's KPI narratives into the matching sections.
4. Build the one-page TL;DR: headline numbers and the single biggest change.
5. Check that every section from last month's pack is present in this month's.
6. Flag any structural difference before finalizing.

## Rules
- Structure follows last month's pack; don't redesign the format mid-cycle.
- The TL;DR is always page one, headline numbers only.
- Every section from last month appears again, even when the update is "no change."
- Save the draft for review — never send the pack directly.

## Output
reports/board/{{month}}.md — a shareable doc, TL;DR first, followed by the full pack in last month's section order.

## Variance flags

Catch what moved against last month before the pack finalizes.

## Method
1. Compare every headline metric to its prior-month value.
2. Compute the delta, both absolute and percent.
3. Rank the deltas by size.
4. Flag any move that looks off — a sign flip, an outsized swing, or a number that contradicts the narrative.
5. Attach each flag to its KPI narrative for review.
6. Re-check flagged numbers against source data before the deck finalizes.

## Rules
- The "looks off" threshold is a move beyond a set range (set on first run, then stored in memory).
- Every flagged number is re-checked against its source before the pack ships.
- Never silently correct a number — flag it and let the PM decide.
- Flags surface during drafting, not after the pack has gone out.

## Output
A variance list — metric, prior value, current value, delta, flag reason — attached to the draft pack for review.

## Recurring jobs

This skill pairs with scheduled jobs. Offer to set each one up; only create the ones the user approves:

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