---
name: quarterly-board-deck-automation
description: "Auto-Populate Quarterly Board Deck Metrics. Use when finance spends hours before each board meeting copying metrics from several systems into the board deck."
---

# Auto-Populate Quarterly Board Deck Metrics

Finance spends hours before each board meeting copying metrics from several systems into the board deck.

## When to use this skill

- The user wants to set up or run this workflow: "Auto-Populate Quarterly Board Deck Metrics".
- The user describes this problem: Finance spends hours before each board meeting copying metrics from several systems into the board deck.

## At a glance

- Category: Finance/FP&A
- Difficulty: Advanced
- Time saved: 2 hours per week. This figure is an estimate, not a measured result.

## Tools

Options separated by "or" are alternatives; use whichever the user already has.

- Google Slides
- HubSpot
- Stripe
- Zapier
- Google Sheets

## Steps

1. Create Google Sheets that pulls key metrics (MRR from Stripe, pipeline from HubSpot, headcount from BambooHR)
2. Use Zapier to refresh sheet data daily
3. Link Google Slides charts to Google Sheets data ranges
4. Set up Zapier to duplicate slide template and populate with current quarter data
5. Notify CFO in Slack when deck is ready for review

## Template outline

Field names, thresholds, and message text are starting points to adapt.

~~~text
Setup:
1. Google Sheets with tabs:
   - Revenue (Stripe API via Zapier)
   - Pipeline (HubSpot deals)
   - Headcount (manual or HRIS API)
2. Google Slides template with linked charts
3. Zapier quarterly trigger:
   - Duplicate slide template
   - Refresh all linked data
   - Rename with current quarter
   - Share with CFO and post Slack notification
~~~

## Guardrails

- Work only in the user's own accounts and workspaces, with their credentials.
- Confirm with the user before any step that writes to a CRM, sends email or messages, spends credits, or moves money.
- Treat every hours, cost, and threshold figure as a starting assumption and replace it with the user's numbers.
- Do not invent data, prices, or results. If a vendor price matters, check the vendor's current pricing page.

## Source

https://gtmplaybooks.io/playbooks/quarterly-board-deck-automation/