Board Update Drafter: Cited Answers from Your Connected Tools
Board Update Drafter is a CorpusIQ compliance skill built to reconcile what the policy or contract requires against what the connected stack actually shows. It fires when an operator asks something like: "Draft the board update". Replaces the founder who writes the same update from scratch every month. It reads from crm, drive, ebay, quickbooks, and shopify 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.
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Trigger this skill with a question like
Draft the board update
What Board Update Drafter 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 is the revenue and burn picture from QuickBooks for the period?
- 02What customer wins and churn signals come from CRM and the commerce sources?
- 03What product or roadmap progress comes from prior updates in Drive?
- 04What asks does the founder need from the board this period?
- 05What format and length does the prior update history use?
What the answer looks like
A cited answer that addresses the operator's question from live crm, drive, ebay, quickbooks, and shopify data, names the patterns that matter, and recommends the next action with an owner.
Who this replaces
Replaces the founder who writes the same update from scratch every month.
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.
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Frequently asked questions
When the operator question matches: Draft the board update.
These connectors authorized read-only: crm, drive, ebay, quickbooks, shopify.
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 Update Drafter on your business in minutes.
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