Board Pack Generator
Pulls Power BI visuals, Excel figures and notes into a branded monthly board deck.
All industries · Management
Illustrative example build, not a client case study.
Preparing the board pack means copying charts and numbers into PowerPoint by hand, with late changes causing errors.
Technology
- Power BI
- PowerPoint
- Microsoft 365 Copilot
- Power Automate
- 1
Collect the inputs
Approved figures, Power BI visuals and departmental notes are gathered in one place.
- 2
Build the deck
Slides are generated in the company template with charts, tables and key messages.
- 3
Write the summary
AI drafts an executive summary and highlights for each section.
- 4
Review and finalise
Management edits the draft and the final pack is versioned and shared.
Designed to deliver
- Board pack ready in hours rather than days
- Numbers that match the source
- A consistent, professional format every month
Related use cases
See all Generative AI & Copilots use cases →All industries · Finance
AI-powered Excel productivity
Copilot and AI-assisted Excel techniques, with training, for faster analysis and cleaner workbooks.
Education · Learning & Development
Assignment feedback assistant
AI drafts specific, rubric-based feedback for each submission, which the teacher reviews and personalises.
Textile & Apparel · Finance
Costing sheet assistant
AI builds a draft costing from the tech pack, fabric consumption and rate cards, and highlights assumptions to confirm.
Ready to explore what AI can do for your business?
Whether you are just beginning your AI journey or already experimenting with AI tools, we help you find the right opportunities and turn them into practical solutions.