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Monthly board report workflow

Automate the recurring work without automating away accountability

A reliable monthly board report is not one prompt that makes a deck. It is a controlled sequence: approved definitions, live data, human review, preflight, delivery, and a run history.

Start free See the board-pack template
The monthly output: a Rahoto sample page, illustrative values.

Seven checkpoints in one report definition

  1. Before close Lock metric definitions, owners, audience, schedule, and the approved page system.
  2. Source close Refresh governed datasets and record source time, schema, and reconciliation state.
  3. Draft run Populate bound elements, draft commentary, and surface missing or inconsistent evidence.
  4. Owner review Resolve exceptions, verify narrative, approve decisions, and retain attributable changes.
  5. Preflight Check overflow, broken bindings, stale data, required sections, access, and delivery configuration.
  6. Publish Build the approved audience editions and send them through their configured targets.
  7. After delivery Keep run status, delivery receipts, decisions, actions, and next-cycle changes together.

Decide what stops a run before the schedule starts

Plan a response to each of these before the first scheduled run.

  • A source changes shape

    Stop the affected binding, expose schema drift, and require an explicit mapping decision.

  • A number does not reconcile

    Flag it for an owner; do not let generated narrative smooth over an unresolved difference.

  • The design overflows

    Fail preflight or require review instead of silently shrinking, clipping, or dropping evidence.

  • An audience should not see a section

    Use a governed variant and access policy rather than making an uncontrolled file copy.

  • Delivery fails

    Keep an attributable failure state and retry policy rather than treating document generation as delivery.

  • The meeting moves

    Run on demand against the same report definition without rebuilding the pack from scratch.

The report is the operating surface

Sources, bindings, pages, editable charts, schedules, variants, delivery targets, access policies, preflight, and run history are parts of the same runnable document. People review it in the editor; authorised systems can operate it through the publishing API.

Implementation path

  1. Connect and validate the source.
  2. Compose and bind the report.
  3. Configure variants, access, schedule, and delivery.
  4. Operate approved publications through the API.

AI can help with analysis and composition, while source, claim, access, and delivery controls stay explicit. See AI assistance and the Trust Center.

Start with the report that comes back next month

Define one production cycle, reconcile it, then schedule it.

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