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Board narrative prep

The quarter's story from the meetings that actually happened. Decisions, risks, and customer evidence, assembled for the board deck.

Best forQuarterly board preparation
PrimitivesDecisionsRisksQuotes

Side by side: token usage, with and without Paperbase

~147k tokens saved · 82% less work for the agent

Without Paperbase

~180k tokens

  1. Collect board updates from every team.
  2. Read meeting notes and customer updates separately.
  3. Ask leaders what the quarter's story is.
  4. Assemble a narrative from memory and selective highlights.

With Paperbase

~33k tokens

  1. Pull the quarter's Decisions and Risks with rationale.
  2. Pull customer Quotes attached to outcomes.
  3. Pull commitments that moved, slipped, or remain open.
  4. Draft the board narrative with every claim cited.

Agent prompt

You are preparing the board narrative for {{quarter}}.

Using Paperbase:

1. Pull the quarter's Decisions, Risks, and Commitments with owners and rationale.
2. Pull customer Quotes and outcomes that evidence the narrative.
3. Surface what moved, stalled, or changed direction.
4. Verify every headline claim against its source.

Output:

- The quarter's narrative: what changed and why.
- Risks and unresolved commitments, with evidence.
- Customer proof points and the three questions the board will ask.

Placeholders in {double_braces} are inputs the agent will ask for at runtime. Give the prompt to any agent connected to Paperbase, and the rest grounds in your own memory graph.

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