Board brief: an AI agent that drafts the monthly revenue narrative from the numbers
The board brief drafts your monthly revenue update for the board or investors. It pulls bookings, pipeline, retention and forecast from your CRM and finance tools, compares them with plan, and writes the story behind each number in plain language. Your CEO or revenue leader edits the draft and sends it.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- A few days before each monthly update is due.
- Works in
- Your CRM, billing or finance system, your plan, and your board update template.
- Waits for a person
- The whole brief. Your leaders edit it and decide what goes out.
- How you know it works
- Hours spent preparing the update, and whether its numbers match finance's.
What it does
- Pulls the month's numbers: new bookings, pipeline, renewals, churn and the forecast.
- Compares each number with plan and with earlier months.
- Explains the biggest changes, naming the deals and programs behind them.
- Drafts the update in your template, with the risks and your asks for the board.
- Flags any number that doesn't match finance's figures, so nobody sends a mismatch.
What it hands your team
September board update, draft
- Bookings
- $310,000, 104% of plan. Two mid-market deals closed ahead of schedule.
- Pipeline
- Fourth-quarter coverage at 2.6x against a 3x target, with the gap in the East territory.
- Retention
- Net revenue retention of 112%. One customer left after an acquisition.
- Ask
- Introductions to logistics operators in the Midwest.
Example output. The companies and people are made up.
Questions about the board brief agent
Will it make our numbers look better than they are?
No. It reports the numbers as they are and explains them. Your leaders decide how to frame the story.
Can it use our existing board deck?
Yes. It writes into your template, so the update looks the way your board expects.
Where do the numbers come from?
Your CRM and your finance system. Where they disagree, the brief flags it so finance can confirm the right figure.
More agents for leadership
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.