Assembles board materials from source systems with voice-calibrated commentary.
Activation complexity
High
Time to activate
14-21 days
Volume share
10-20% of role volume
Impact range
40-60% faster
Inherited pricing
€3.00 – €10.00 per initiative or meeting processed
This capability inherits the Chief of Staff Agent's pricing model. The role's launch fee + monthly retainer + role-level usage cover every capability under the role. Adding this capability to an active deployment does not change the price.
What this capability handles
Board Prep compresses the monthly or quarterly board-pack scramble. The agent pulls KPIs, OKR state, and commentary from source systems, formats into the approved template, and flags open questions for exec review.
Workflow summary
Pulls source data, assembles sections, drafts commentary, flags opens.
Stages
Decision logic
Uses board-pack templates and historical voice samples to assemble sections with consistent tone.
Systems and data
{CRM,finance,"OKR tool","doc repo"}
{"board template","historical decks","KPI feed","OKR state"}
Exceptions & human handoff
Voice-tone or interpretation flags route to CEO or COO for direct review.
Voice deviation, interpretation ambiguity, or data-quality concern.
Readiness
Template approved, historical decks accessible, data sources wired.
Owner on client side · CEO / COO
Impact contribution
20-30% of role impact is board-prep lead time compression.
Primary KPI · Board-prep lead time · 40-60% faster
When this capability shows up
Patterns where board prep is part of the launch set, with volume and pricing anchored to each company profile.
Services firm with board reporting + exec-comms load
Services · 200-400
350 / mo
A 350-person services firm with quarterly board reporting runs 350 initiatives + meetings per month. The CEO's assistant spends 60% of time on coordination; board prep takes 3-5 days per quarter.
Chief of Staff Agent activates all four capabilities. Meeting-to-action runs always-on; OKR rollups feed the board pack; exec-comms drafts land review-ready; board-prep compresses from days to hours.
Expected outcomes: board-prep lead time cut 40-60%, exec-comms drafts approved on first review at 60-80%, OKR cadence held, executive coordination throughput up 40-50%.
Monthly cost
€1.1k–€3.5k
vs human anchor
€7.5k–€27k
Savings
0–3%
Subscription fintech with CEO office running thin
Subscriptions · 250-600
420 / mo
A 450-person subscription fintech runs a two-person CEO office covering 420 initiatives and meetings per month. Board cadence is quarterly plus ad-hoc investor updates; OKR check-ins slip regularly.
Chief of Staff Agent activates all four capabilities. Meeting-to-action runs always-on; OKR rollups feed the board pack and the investor updates; exec-comms drafts land review-ready; board-prep compresses from days to hours.
Expected outcomes: board-prep lead time cut 40-60%, OKR cadence held weekly, exec-comms first-review approval 60-80%, CEO-office throughput up 40-50% without adding headcount.
Monthly cost
€1.3k–€4.2k
vs human anchor
€9.0k–€33k
Savings
0–3%
All scenarios and cost ranges come from the Chief of Staff Agent role page.
Prerequisites
Activating Board Prep in production requires the following capabilities to be live first. Ordering matters, routing and classification quality propagate.
Capability-specific integrations
Beyond the Chief of Staff Agent's base stack, this capability plugs into:
The chat opens with Chief of Staff Agent and Board Prep pre-selected. You can add other capabilities during the conversation.