Board pack assembly

Assembling a board pack is a recurring fire drill that lands on the most senior finance people. They pull actuals from NetSuite, pipeline from Salesforce, and billings from Stripe, reconcile them in Google Sheets, then paste the results into a Google Slides template and write the narrative in Notion, chart by chart, quarter after quarter. Most of the effort is not analysis, it is gathering, reconciling, and reformatting the same figures into the same slides. Every source that updates late forces a round of re-pasting, and a single restated number can ripple through a dozen charts. The pack usually comes together the night before, which is exactly when mistakes are most expensive.

You describe the outcome in plain language, and Ceven builds a workflow that gathers actuals from NetSuite, pipeline and bookings from Salesforce, and revenue from Stripe, reconciles them in Google Sheets, and drafts the deck straight into your Google Slides template with the commentary drafted alongside in Notion. Where the board needs market or competitive context, Ceven can run wide and deep research and attach a cited brief, so the narrative rests on sources rather than assertion. AI steps handle the gathering, the charting, and the first-draft commentary, while the numbers stay tied to the systems that own them. Those systems remain the record, because Ceven runs around them rather than becoming the source of truth.

Nothing goes to the board until a person approves it. The drafted deck, the commentary, and any cited brief land in front of the finance lead or CFO, who can rework a chart, rewrite the narrative, reject the draft, or approve it. Once approved, the workflow finalizes the pack and logs the run to the audit trail, so there is an exportable record of which figures went in, where they came from, and who signed off before the meeting. That trail matters when a board member asks how a number was derived.

A static deck answers last quarter, but questions keep coming after the meeting. Alongside the pack, Ceven can build and host a no-code dashboard that presents the same metrics live and refreshes as the underlying systems update. Directors open one link and drill into revenue, pipeline, and cash without waiting for the next quarterly rebuild. The dashboard reads from NetSuite, Salesforce, and Stripe without becoming a system of record, and each refresh stays gated, so what the board sees has been reviewed.

You can start free with no credit card. Connect NetSuite, Salesforce, Stripe, Google Slides, Google Sheets, and Notion, describe the pack you build each quarter, and Ceven assembles the workflow across its library of more than a thousand tools. The deck, the cited brief, and the hosted dashboard all run around the tools you already use, so your books and your pipeline never leave the systems that own them. The night-before scramble becomes a review of a draft that is already assembled.