Board prep follows a predictable pattern every quarter. Someone gathers financial data. Someone else pulls operational metrics. A third person compiles customer updates. The chief of staff synthesizes it all into an executive summary. A SWOT analysis gets drafted. OKRs get reviewed and updated. The CEO reviews everything and sends it back for revisions.
The whole process takes a team a week or more — not because any single step is hard, but because each step depends on the previous one and involves a lot of writing that follows the same structure every quarter.
The Board Prep workflow
The Executive starter pack includes a workflow called Board Prep. It takes raw business data and produces board-ready materials.
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Executive Summary Generator — The AI takes key metrics (revenue, growth, churn, headcount, runway, major milestones) and produces a board-ready executive summary. Not a data dump — a narrative that highlights what changed, why it matters, and what the board should focus on. The output follows the structure your board expects: business highlights, financial overview, operational update, key risks, and strategic priorities.
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SWOT Analysis — From the same data plus market context, the AI generates a structured strengths/weaknesses/opportunities/threats analysis. Each point includes evidence from the provided data and specific implications for the company’s strategy.
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OKR Review — The AI evaluates current OKRs against progress data and generates an updated view: which objectives are on track, which are at risk, which should be modified, and proposed OKRs for the next quarter based on strategic priorities.
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CEO Review (Approval Gate) — Everything pauses for CEO review. The approval gate presents all three outputs together so the CEO can review the full package, request changes, or approve for distribution.
What makes this different from asking ChatGPT
You could paste your data into a chatbot and ask for a board summary. Teams do this. The problems:
- No consistent format. Every time you prompt from scratch, you get a different structure. Boards expect the same format every quarter so they can compare periods at a glance.
- No institutional memory. The chatbot doesn’t know what you reported last quarter, what format your board prefers, or what metrics matter to your specific investors.
- No quality control. A chatbot output goes directly to whoever pasted the prompt. A workflow output goes through an approval gate where the CEO signs off before anything reaches the board.
JieGou’s recipes encode your board’s preferences in the prompt template and output schema. The executive summary always includes the sections your board expects. The SWOT analysis always uses your strategic framework. The OKR review always references your company’s specific goal-setting methodology.
Customizing for your board
Every board is different. Some want dense financial detail. Others want high-level narrative with metrics in an appendix. Some care deeply about competitive positioning. Others focus on team and culture.
The Executive Summary recipe has a prompt template you customize once:
- Define which metrics always appear in the financial overview
- Specify whether the narrative is optimistic-forward or balanced-with-risks
- Set the sections and their order to match your board’s expectations
- Include standing topics that should be addressed every quarter
After that initial customization, every quarterly prep follows the same structure. New data in, consistent output out.
Running quarterly prep on a schedule
Some executive teams schedule the Board Prep workflow to run on the 15th of every quarter-end month. Financial data gets pulled from a Google Sheet that the finance team maintains. The workflow runs automatically and the output waits in the CEO’s queue for review.
This shifts board prep from a week-long project to an afternoon of review and refinement. The AI handles the first draft of three major documents. The CEO’s time goes toward strategic refinement, not writing from scratch.
The full Executive pack
Board Prep is one of two workflows in the Executive starter pack:
- Strategic Planning — Market analysis, SWOT, and OKR drafting combined into a single strategic planning session
The standalone recipes handle board report summaries, strategic initiative briefs, company announcements, stakeholder update emails, and market opportunity analysis — each usable individually or combined into custom workflows for your specific executive processes.