# Board Meeting Deck Drafted From Your Numbers Source: https://maito.app/workflows/prepare-the-board-deck Maito drafts the board deck from your database, accounting and files, with charts and speaker notes, and flags numbers that don't match across sources. The board deck drafted from the same numbers the team uses. [Founders and leadership](https://maito.app/workflows/team/founders-and-leadership) · When you ask · Updated October 19, 2026 Works with - Slack - Email - [BigQuery](https://maito.app/workflows/tool/bigquery) - [Supabase](https://maito.app/workflows/tool/supabase) - [QuickBooks](https://maito.app/workflows/tool/quickbooks) - [Xero](https://maito.app/workflows/tool/xero) - Box - Dropbox - Notion - Microsoft 365 ## How do you prepare the board deck? To prepare the board deck, tell Maito the period and where numbers live. It pulls figures from your database, accounting software and files, builds slides with charts and speaker notes, and attaches the deck. It also flags where two sources disagree, so you resolve it before the board sees it. ## How it's done today Board prep takes a week of the CEO's time. ## What Maito does 1. Pull metrics, finance and plan 2. Build slides 3. Draft the narrative ## Example **Kate** (10:05 AM): draft the Q3 board deck. Board meets Oct 29. Use the plan in Drive and last quarter's deck for format. **Maito** (10:21 AM): Attached: northstar-q3-board.pptx, 15 slides with charts and speaker notes. Story in the notes: • Revenue $247k against a plan of $260k, 5% short • Gross margin 71%, up from 68% • Net burn $182k for the quarter • Hiring: 9 of 12 planned roles filled Slide 11 is the ask: approve a $300k budget for the EU launch. Catch: BigQuery says Q3 revenue was $251k and QuickBooks says $247k. A $3.9k refund was booked in October in one and September in the other. I used QuickBooks, and slide 4 has a footnote. Omar should confirm. **Kate** (10:30 AM): add a slide on churn. Board asked about it last time. **Maito** (10:36 AM): Added as slide 6 in the same file: logo churn 2.4% for the quarter, 3.1% last quarter. Initech and Wonka Foods are the two largest losses. ## How to set it up When you ask Prepare the board deck Set up Nothing to set up. Ask in Slack or by email whenever you need it. Connect database - BigQuery - Supabase Connect accounting software - QuickBooks - Xero Connect files - Google Drive - Box - Dropbox - Notion - Microsoft 365 Not connected yet? Your agent sends you a link to sign in. ## What it won't do It can only use data it can read, and it can't tell which of two conflicting numbers is right. The story and the ask in the deck are yours to confirm. ## Questions ### Which data sources does it use? Databases like BigQuery or Supabase, accounting like QuickBooks or Xero, and files in tools like Google Drive or Notion. ### Is the deck final? No. It's a draft for you to review and change. Nothing is shared with the board without you. ### Can it use last quarter's deck as a base? Yes. Point it to the earlier deck and it follows the same structure. ## More founders and leadership workflows - [Catch me up on everything I missed Back from a trip or a day of meetings, get one summary of what needs you. Founders and leadership · When you ask Works with Gmail, Microsoft 365, Notion, Confluence.](https://maito.app/workflows/catch-me-up-on-everything-i-missed) - [Plan my week Turn your calendar, inbox and tasks into a plan for the week. Founders and leadership · On a schedule Works with Google Calendar, Microsoft 365, Gmail, Linear, Asana.](https://maito.app/workflows/plan-my-week) - [Triage my inbox Your inbox sorted into reply now, read later and ignore, with drafts ready. Founders and leadership · On a schedule Works with Gmail, Microsoft 365.](https://maito.app/workflows/triage-my-inbox) - [Write the investor update Get the monthly investor update drafted from real numbers and news. Founders and leadership · On a schedule Works with Stripe, PayPal, QuickBooks, Xero.](https://maito.app/workflows/write-the-investor-update) - [Close the loop after meetings After a meeting, notes go out, tasks get created and follow-ups are scheduled. Founders and leadership · When something happens Works with Granola, Fireflies, Linear, Asana, Google Calendar, Microsoft 365.](https://maito.app/workflows/close-the-loop-after-meetings) - [Find a time across calendars Book a meeting across several people and time zones without the email chain. Founders and leadership · When you ask Works with Google Calendar, Microsoft 365, Gmail.](https://maito.app/workflows/find-a-time-across-calendars) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fprepare-the-board-deck)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)