Board Meeting Prep: Cited Answers from Your Connected Tools
Board Meeting Prep is a CorpusIQ comms skill built to draft the communication so the audience can act on it, with the proof points wired in. It fires when an operator asks something like: "Board meeting prep for next quarter". Replaces the chief of staff who pulls the deck together from finance, sales, and the CEO's notes. It reads from calendar, crm, drive, and quickbooks through CorpusIQ's read-only OAuth, JWT-permissioned, audit-logged connector layer. Output is a cited answer with the patterns that matter and a recommended next action so the operator can move without re-running the analysis by hand. CorpusIQ ships 133+ skills, 24+ business connectors, and 233+ underlying tools, all reachable from ChatGPT, Claude, and Perplexity through the Model Context Protocol. Customer data is never used to train models. CorpusIQ is CASA Tier 2 certified by DEKRA and SOC 2 aligned. Pricing starts at Solo $29.95/mo with a 30-day free trial; Team is $109.95/mo and Business is $189.95/mo. Tagline: Accelerate your business. All your tools in one place.
Read-only access · 30-day free trial · Cancel anytime
Trigger this skill with a question like
Board meeting prep for next quarter
What Board Meeting Prep actually does
When the skill fires, it runs through a series of concrete sub-questions against your connected tools and reconciles the answers into one cited result.
- 01What are the headline financial numbers from QuickBooks for the period?
- 02What sales wins and pipeline status come from CRM that the board cares about?
- 03What strategic memos and prior board materials are in Drive?
- 04What asks and decisions need board input?
- 05What open risks and misses need to be named honestly?
What the answer looks like
A cited answer that addresses the operator's question from live calendar, crm, drive, and quickbooks data, names the patterns that matter, and recommends the next action with an owner.
Who this replaces
Replaces the chief of staff who pulls the deck together from finance, sales, and the CEO's notes.
Connectors this skill reads from
All read-only OAuth, JWT-permissioned, audit-logged. CorpusIQ never writes back to these tools and never trains models on your data.
Why use CorpusIQ for this
- ✓Read-only OAuth. CorpusIQ never writes back to your connected tools.
- ✓23+ connectors supported, not just this one.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
Related skills that pair well with this one
Frequently asked questions
When the operator question matches: Board meeting prep for next quarter.
These connectors authorized read-only: calendar, crm, drive, quickbooks.
A cited answer with the patterns that matter and a recommended next action. Every claim ties back to the source data.
It reports and recommends. It does not execute writes against source systems unless explicitly authorized in a separate workflow.
It reconciles across the connected stack in one read and applies the analytical pattern consistently every time.
Run Board Meeting Prep on your business in minutes.
30-day free trial. Cancel anytime.
Start Free Trial