Prepare consistent board documents
Workflow: Analyse and produce.
Information to use
Selected board minutes, approved reports, supporting SharePoint documents and a configured Word .docx template.
Output
A draft board pack with an executive summary, decision points and supporting references for review.
Capabilities to enable
M365 Tools or approved reference files and the Word template feature. Drive Sync can refresh suitable reference documents on a schedule.
Example prompt
Prepare a board pack from these approved reports and previous minutes using our Word template. Draft the executive summary, highlight decisions required and flag missing evidence.
Review and access
The board secretary validates content and access before circulation. Native document templates support Word. Branded presentation workflows need separate configuration; Skills is currently documented as beta.
