Board Meeting Prep: what this AI agent does and how to use it
Drafts a board pack summary: trading, top categories, stock risks and the decisions to take. Who it's for, the questions it answers, the data it needs and how to switch it on.
Try the Board Meeting Prep live demo →
What it does
A weekly business review that pulls the key numbers and explains them. The Board Meeting Prep agent is the specialist for this job: drafts a board pack summary: trading, top categories, stock risks and the decisions to take.
Who it's for
Your team. It runs in the console for your staff and through the REST API. It is a team agent, so it is never exposed to shoppers.
Questions it answers
Ask it in any of our languages, for example:
- "Prepare the board summary for this quarter"
- "One-page trading update for the board"
- "What decisions should the board take?"
The live demo shows these as sample prompts in your language, on a fictional store's data.
How it works
- It understands the question in the language it was written in, even when your catalog is in another language.
- It looks things up with tools, never from memory:
- Sales analytics by category, channel or period
- Stock-out risk and days of cover
- It answers from your data, in your brand voice and currency, and shows which tools it used.
- Rules stay in code. Prices, eligibility and permissions come from your data and settings; the agent explains them and can't invent them. Why this matters.
The data it needs
Orders, Order lines, Products, Inventory. As soon as these tables are loaded, the agent is ready to switch on. Files can use your own column names: they're mapped automatically. See Connect your data.
Works well with
- Weekly Business Review: Executive one-pager on sales, assortment and operational highlights with recommendations.
- Peak Trading War Room: A live peak-trading view of sales, stock risks and fulfilment backlog for leadership.
Your team can use them side by side in the console, or call each one through the API.
Turn it on
- Load the data it needs.
- Install Board Meeting Prep from the Agent catalog and add your own instructions (guide).
- Test it in the Playground, in every language you serve.
- Invite your team or call it from your own systems.
New to ServiceBuddy? Start with how onboarding works.
Try it, and related AI Agent Buddies
Executive & strategy
Board Meeting PrepDrafts a board pack summary: trading, top categories, stock risks and the decisions to take.
Executive & strategy
Weekly Business ReviewExecutive one-pager on sales, assortment and operational highlights with recommendations.
Executive & strategy
Peak Trading War RoomA live peak-trading view of sales, stock risks and fulfilment backlog for leadership.
More about Executive & strategy
Peak Trading War Room: what this AI agent does and how to use it
A live peak-trading view of sales, stock risks and fulfilment backlog for leadership. Who it's for, the questions it answers, the data it needs and how to switch it on.
Weekly Business Review: what this AI agent does and how to use it
Executive one-pager on sales, assortment and operational highlights with recommendations. Who it's for, the questions it answers, the data it needs and how to switch it …
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