Executive · Board
Board packs where the assembly is not your weekend
A board pack is 80% data you already have and 20% the story only you can tell. The 80% is what eats the week.
What the worker does
Board reporting in Polaris means assigning the pack's assembly to an AI worker connected to Stripe, HubSpot and your docs. The worker collects the quarter's numbers, builds the recurring sections against last quarter, notes what changed in the metric definitions, and delivers a draft as a file on the task. The founder writes the narrative, the asks and anything a director will push back on.
- Connections
- Stripe · HubSpot · Google Drive
- Delivered as
- A generated file on the task
- Written by a human
- Narrative, asks, risks
The week before the board meeting
It is the same week every quarter. Numbers from four places, a deck rebuilt from last quarter's, a metric that was defined differently in March, and a founder writing the narrative at midnight because the assembly took four days.
The assembly is the part with no judgement in it. Handing it over does not mean handing over the meeting: it means arriving at the narrative with the data already correct and the definitions already checked.
Where the line sits in a board pack
The worker assembles
- Revenue, growth and the quarter-over-quarter comparison
- Pipeline and conversion, pulled from the CRM
- Product shipped against what was committed last quarter
- Headcount and the hiring plan as it stands
- The appendix nobody enjoys building
The founder writes
- What the quarter actually means
- The risk you would rather not put in writing, in writing
- The ask, and what happens if the answer is no
- Anything a director will challenge
Acceptance criteria for a board draft
Set these on the task; the worker ticks them as it goes.
Every number sourced
Each figure names the connection and the date it was read. A board number with no provenance is a question you will be asked live.
Definitions restated
How each metric is calculated, in the pack, so a change in definition cannot be mistaken for a change in performance.
Last quarter's commitments
What was promised at the previous meeting, and whether it happened. Directors remember; packs frequently do not.
Gaps stated
Anything the worker could not verify appears as an open item rather than as a confident figure.
The reporting layer around it
The weekly review, written before the meeting starts
A meeting that begins with everyone reading the same document is a different meeting.
OKRs that stay visible after the offsite
OKRs do not fail at the writing. They fail in week three, when nobody has looked at them since the offsite.
Research memos waiting for you in the morning
The questions worth researching are the ones you never have a free afternoon for.
Questions people ask
+Can it produce the deck itself?
Deliveries can include generated files, including documents and PDFs, attached to the task. Treat the output as the assembled draft, then take it into whatever format your board expects.
+How do we handle sensitive financials?
Decide which connections a worker is given. Credentials are verified live and stored server-side, so a worker uses them and browsers cannot read them back, but the narrower question of which data a worker may read is yours to set.
+Does it remember last quarter's pack?
It reads the previous pack from your docs, which is how the comparison and the commitment check are produced. Keeping the packs in Docs, versioned, makes each quarter cheaper than the last.
+What does assembling a quarterly pack cost?
It is billed in human-equivalent hours at about $2 each, and a quarterly assembly is a longer session than a weekly brief. Sessions are clamped at eight hours, and every line is itemised on the work log where you can challenge it.
Related
Running the company with an AI teammate on the reporting
The information you need to run the company exists. Assembling it every week is what nobody has time for.
The weekly review, written before the meeting starts
A meeting that begins with everyone reading the same document is a different meeting.
Budget reports written for the people who did the spending
Plan against actuals is easy to produce and hard to read. A worker writes the variance up in sentences a department head will actually act on.
Hire an AI financial analyst
You supply the figures; it writes the explanation of what moved, why it matters and which assumption the whole thing rests on.
Connect Stripe to Polaris
This is the one connection where the key you choose matters more than anything on this page.
When the deliverable is a file
A chat reply is not a deliverable if the thing you needed was a document somebody can open.
Acceptance criteria
Written before the work, checkable after it, and binary either way.