Pull the month's numbers into the board update without the copy-paste evening
The board update is the same ritual every month: pull revenue and expenses from the books, pull the metrics from the ops sheet, paste them into the pack, and hope nothing got fat-fingered. Agent FM fills the month's column from the sources, computes the deltas, and flags anything that moved past your threshold, with one drafted sentence of context per flag that you can edit into the narrative. It touches nothing outside the new column. The evening you used to spend assembling numbers goes back to the part investors actually read: what you are doing about them.
At month end, pull the numbers into the board update sheet: revenue and expenses from QuickBooks, the metrics tab from the ops sheet.
Fill the month's column, compute the deltas, and flag anything that moved more than [threshold, e.g. 10%].
For each flag, draft one sentence of context I can edit into the narrative. Change nothing outside the new column.
