🎮 The Next Input — Issue #023

An AI Board Pack + Your GPT-5 Readiness Plan

⚡ The Briefing — 60 sec

🛠️ The Playbook — Quarterly Board-Pack Builder

Mission Auto-compile finance, product, and OKR metrics into a polished slide deck—charts and CEO talking points—in < 30 min.
Difficulty Advanced | Build time 90 min
ROI Execs & analysts reclaim ≈ 15 h per quarter (5 h per exec + 10 h analyst prep).

Step

Action

1

Trigger – Zapier Schedule → First business day after Q-end, 06:00.

2

BigQuery Jobs – Run saved queries for revenue, churn, DAU/WAU, feature adoption.

3

Sheets API – Dump query results into Board_Pack_Data_Q{n}.xlsx.

4

Claude 3.5 Sonnet – Prompt:
“Using the attached XLSX, draft: (a) KPI summary slide, (b) three wins, (c) three risks, (d) CEO narrative (≤120 w).”

5

Slidebean API – Generate deck: cover → KPI charts → Claude bullets.

6

Drive & Permissions – Save deck to /Board Packs/{Year}/Q{n}.pptx, share with board group.

7

Gmail – Email “Draft Board Pack Ready” to CEO & CFO with deck link.

8

Fail-safe – If any data source fails, Slack #ops-alerts and skip Claude call to avoid bad numbers.

Pro tip: Add a second Claude call to localise narrative bullets (🇯🇵, 🇪🇸, etc.) before emailing international board members.

📈 The Strategy Guide — GPT-5 Readiness Playbook

A seismic upgrade is coming. GPT-5 will redraw the line between “assistant” and “analyst.” In the full guide you’ll learn:

  1. Stage, don’t speculate — have sandboxes ready today.

  2. Clean a “Golden Ticket” corpus so GPT-5 ingests gold, not sludge.

  3. Process-map one complex workflow (support escalations are perfect).

  4. Day-zero pilot — Autonomous Discovery-Call Analyst that writes ROI recaps.

  5. Guardrail — mandatory human sign-off on anything touching money or reputation.

🎯 The Arsenal — Tools & Prompts

Asset

What it does

Link

RenewalIQ

Detects churn signals from invoices + usage.

https://renewaliq.app

Recombee GPT

Real-time product-recommendations powered by LLMs.

https://recombee.com/gpt

Noteable AI Notebooks

SQL + Python notebooks with autocomplete GPT hints.

https://noteable.io/ai

Prompt · 11-Word Risk Alert

Paste risk → instant Slack banner.

Condense this renewal risk into exactly 11 urgent, crystal-clear words.

💡 Free Office Hours

Need a board-pack bot or GPT-5 rollout plan?
Book a free 15-minute Office Hours slot—no sales pitch, just workflows solved.

🕹️ Game Over

Automate one board-pack task tonight—next quarter’s prep will thank you.
Share your win; you could headline Issue #024.

Aaron
Automating the boring. Amplifying the brilliant.

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