Understand AI agents, set up a drafting workflow and keep a human review in front of every note that reaches the board.
Collecting figures, reconciling them and condensing fifty pages into a few clear points takes days. This deck shows where AI can take on the collecting and first drafting, and where a person must still decide. You get the workflow and the templates in one file.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on drafting board notes with AI. It explains AI agents, a five-step workflow and a human review step, with executive summary and risk templates, prompts, an SOP and a checklist. It suits finance and admin teams preparing board packs.
The opening slides describe a day in the life of board prep and the cost of manual processes, then the deck turns to AI agents: what they are beyond chatbots and how they differ from RPA. It presents a Board AI Agent example and an orchestrator, FP&A agent and controller agent as a way of picturing how work could be divided.
Chapter 2 groups the use into three functions, monitor and predict, analyse and simulate, and optimise. Chapter 4 is the practical core: define automation goals, map your current workflow, choose trigger events, configure your agent with business rules, and use prompt engineering for board notes, with a prompt pack across key areas such as financial performance.
The templates chapter supplies an executive summary template (date, subject, key highlights) and a risk assessment section (category, specific risk, likelihood). It adds a prompt library, an SOP for AI-assisted board notes and a quality-assurance checklist covering data accuracy, variance reconciliation and control verification, with a slide stating that human review is non-negotiable. Three case examples and a phased implementation roadmap finish the deck.
Tap a slide to enlarge it.
Use the agents chapter to explain what is new, then show the workflow slide so everyone sees where humans still sign off.
Copy the executive summary and risk templates into your own format and use the prompt pack to draft first versions for review.
Map your own board-note workflow on slide 24, then mark which steps could be assisted and which need judgement.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides and edit the templates to match your board's format. The executive summary template is on slide 32.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Educational content, not financial, legal or compliance advice. AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of AI for Finance and Admin Professionals, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Mastering Compliance Red Flags with AI; AI Guardrails for Sensitive Data; AI for Expense Categorization Review; Accounts Receivable Follow-Ups with AI; Budget Narrative Drafting with AI; Finance FAQ Assistants with AI; Policy Interpretation with AI; Spreadsheet-to-Insight Workflows with AI; Variance Analysis Summaries with AI.
Both. The agents explanation and case examples can open a leadership discussion, and the workflow, templates, SOP and checklist are material for the people who prepare the notes.
No. It explains the agent idea and describes one example product, but the prompts, templates, SOP and checklist work with any AI assistant your organisation approves.
No, and the deck says so. It includes a human-review slide and a checklist covering accuracy, reconciliation and compliance controls. A person should verify figures against source systems before submission.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, for example one section of your board note to draft with AI and review.
Bodhih Training delivers live corporate programmes on management reporting, executive communication and practical AI use.
A complete workshop on the topic.
A complete workshop on the topic.
A certification pathway on this topic.
A practical PDF playbook.
