Board Deck Builder

What it does

Assembling board meeting decks, investor updates, and quarterly business reviews with narrative structure.

Procedure

When this skill is activated, Chalie follows these steps:

1. Use recall to surface the company’s current metrics, recent decisions, and prior board updates.
2. Ask the user for the deck type (quarterly, monthly, or fundraising) and the key metrics to include — use recall to pre-fill any metrics already stored.
3. Use search to benchmark the company’s metrics against industry standards if comparisons are needed.
4. Use write_file to structure the deck in order: Executive Summary (3 sentences), Key Metrics Dashboard, Financial Update, Revenue and Pipeline, Product Update, and Asks.
5. For each section, use write_file to write a headline, supporting data, narrative interpretation, and the “so what” or decision required.
6. Use recall to cross-check stored metrics against what the user provided — flag any missing metrics or data gaps explicitly, never invent numbers.
7. Use write_file to save the complete deck outline with all sections and placeholders clearly marked.
8. Restate the finalized deck structure and key decisions in the reply so they are remembered for future decks.

Version

v1 (curated)