Board pack drafting
The board pack is the same shape every quarter, and assembling it eats the weeks before the meeting. This agent drafts it from your template: pulling each metric from where it lives, summarising what each function reported, and marking anything it could not find. Your time goes on the narrative and the asks rather than on collecting inputs.
Step by step
Load your board template
We start from the pack you already send, section by section, so the draft arrives in a shape the board recognises.
Locate the recurring inputs
For each section we agree where the number or the update comes from and who owns it.
Pull this period's figures
The agent collects the current values from the connected systems and records where each one was read.
Draft each section in turn
Sections are written in the register of your previous packs, with figures cited and commentary kept separate from data.
Flag gaps and disagreements
Missing inputs and figures that conflict between sources are listed at the top of the draft instead of being resolved silently.
You and finance sign off
The draft stays in your drive until the named approvers have edited and released it. The agent never sends it to the board.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelFounders and chief executives who assemble a recurring board or investor pack from inputs held across several functions, and want the collection done before they start writing.
Escalation
When it asks a personThe chief executive and finance owner approve before the pack is circulated
Applications & Rights
Which tools it uses, and what it may do in each
NotionRead only
SlackRead only
SharePointRead only
Google DriveReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Founders and chief executives who assemble a recurring board or investor pack from inputs held across several functions, and want the collection done before they start writing.
What you’ll need
- Your existing board template
- An agreed source for each recurring metric
- Access to the drive where packs are kept
- Named approvers for figures and narrative
What you get
- A first-draft board pack in your template
- A citation list behind every figure
- A gap list of inputs it could not find
What it doesn’t do
It drafts; it does not decide what the board should hear. Judgement calls, such as how to frame a miss or what to ask for, stay with you, and the agent will not soften a number to make a section read better.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Can it work with numbers that are not in a connected system?
Yes, as long as someone puts them somewhere it can read, such as a sheet in the drive or a page in Notion. What it will not do is accept a figure with no source. Anything entered by hand is cited as such in the draft.
Our pack format changes. Is that a problem?
No. The template is configuration rather than code, so you can change a section or add one without coming back to us. A larger restructure is usually worth a short session so the sources move with the sections.
Who can see the draft?
Only the people you give access to in your own drive. The agent writes into a location you control and inherits its permissions. Board material is usually the tightest scope we configure on any agent.
Does it write the commentary?
It drafts commentary from what the functions actually reported, and marks it as draft. Most chief executives rewrite it, which is the point: the agent removes the collection work so your attention goes to the framing.