# Board Packet Draft, Pulled Together Before the Meeting

Source: https://maito.app/workflows/prepare-the-board-pack

Two weeks before each board meeting Maito pulls finance, program and fundraising numbers and drafts the packet, flagging figures that mislead.

Finance, programs and fundraising summarized for the board.

Development and programs · [Nonprofits](https://maito.app/workflows/industry/nonprofits) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Airtable](https://maito.app/workflows/tool/airtable)
-   Microsoft 365
-   Box
-   Dropbox
-   Notion

## How do you prepare a board packet?

To prepare a board packet, tell Maito when each meeting is and where the numbers live. Two weeks before, Maito pulls finance, program and fundraising figures from your sheets and files, drafts the pack in last quarter's format, flags figures that mislead, and posts it for you to edit.

## How it's done today

The ED assembles it over a weekend.

## What Maito does

1.  Pull finance, program and fundraising numbers
2.  Draft summaries

## Example

Loop run: Oct 19 · Two weeks before the Nov 2 board meeting

**Maito** (8:00 AM):

Draft board pack attached: board-pack-nov2.pdf (10 pages).

**Finance:** Q3 revenue $1.12M against a $1.08M budget. Expenses $1.04M. Cash covers 5.2 months.  
**Programs:** 1,240 people served against a target of 1,100.  
**Fundraising:** $318,000 raised year to date against a $400,000 goal.

**The catch:** the $318,000 includes a $60,000 pledge from Wonka Family Fund that has not been paid. Cash in hand is $258,000, and the gap to goal is $142,000, not $82,000. I show both on page 8.

From the Airtable finance and donor tables and last quarter's pack in Drive. Page 4 is blank because the audit summary isn't in Drive yet.

**Naomi** (8:25 AM):

lead the pack with the fundraising gap, and move the audit page to the end.

**Maito** (8:27 AM):

Reordered. Fundraising is now page 2 and the audit placeholder is last. Updated file attached.

## How to set it up

On a schedule Prepare the board pack

Ask your agent

“Two weeks before each board meeting, pull finance, program and fundraising numbers from our Airtable base and Drive, and post a draft board pack in #leadership for me to edit.”

Connect spreadsheet

-   Airtable
-   Microsoft 365

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't verify your books and doesn't give financial advice. Your finance lead must check the figures before the pack reaches the board.

## Questions

### Where do the numbers come from?

Airtable or Microsoft 365 tables, plus last quarter's packet and other documents in Google Drive, Box, Dropbox, Notion or Microsoft 365.

### What if something is missing?

It leaves a placeholder page and says what it is waiting for, such as an audit summary.

### Can I reorder it?

Yes. Tell Maito in the thread, for example to lead with fundraising, and it sends an updated file.

## More development and programs workflows

-   [Draft grant applications Start each grant from your best past applications and program data. Development and programs · When you ask Works with Box.](https://maito.app/workflows/draft-grant-applications)
-   [Write grant reports Pull program numbers and stories into the funder's report template. Development and programs · On a schedule Works with Airtable, Microsoft 365, Box.](https://maito.app/workflows/write-grant-reports)
-   [Thank donors personally Every donor gets a personal thank-you soon after they give. Development and programs · When something happens Works with Gmail, Microsoft 365, Salesforce Nonprofit.](https://maito.app/workflows/thank-donors-personally)
-   [Coordinate volunteers Volunteers get scheduled, reminded and thanked without endless messages. Development and programs · On a schedule Works with Airtable, Microsoft 365, Gmail.](https://maito.app/workflows/coordinate-volunteers)
-   [Find new grants to apply for Get a list of grants that match your programs and deadlines. Development and programs · On a schedule Works with Slack, Email.](https://maito.app/workflows/find-new-grants-to-apply-for)
-   [Write impact stories Turn program notes into stories for donors and the website. Development and programs · When you ask Works with Box.](https://maito.app/workflows/write-impact-stories)

[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-pack)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)