The 60-Minute Board Deck Workflow
| Time | Activity |
|---|---|
| 0:00–0:10 | Confirm data sources and as-of date |
| 0:10–0:30 | Steerco generates the full draft |
| 0:30–0:50 | CEO writes narrative slides |
| 0:50–1:00 | CFO/CoS final review and ship |
Minutes 0–10: Connect Your Data
If your CRM, finance system, billing system, and product analytics are already connected to Steerco, this step is zero minutes. If not, connect them once. Steerco supports 589+ integrations.
Minutes 10–30: Generate the Draft
Click "Generate Board Deck." Steerco assembles every section — financials, GTM, product, people — using your template, your brand, and your live data. No prompts.
The point is not that AI writes your board deck. The point is that AI does the data work so you can write the narrative.
Minutes 30–50: Write the Narrative
This is where the CEO earns their seat. Use the 3 things you wrote down in Phase 1 of board prep. Write the CEO letter slide and the strategic asks slide. Everything else is already done.
Minutes 50–60: Review and Ship
CFO checks the financial pack. Chief of Staff exports to PDF. Upload to your board portal. Done.
What This Replaces
- • 5 days of department leads pulling numbers
- • 2 days of slide formatting
- • 1 Sunday night of CEO panic
- • 1 quarter of "as of last week" asterisks