Board Members: the all-in-one AI plugin for your board work

Skills for board members 16

• risk radar for strategy execsRanks board risks from your data and builds mitigation plans; example: flags a supplier failure risk before the audit committee meets.
• financial analysis and strategy assistantReads financials for forecasts, valuations and cash flags; example: shows how a 5 percent cost rise hits next year's margin.
• strategic risk management assistantBuilds risk governance, monitoring and contingency plans; example: sets quarterly reviews for the top ten strategic risks.
• strategic decision support assistantTurns market and financial data into sourced briefs and options; example: compares three growth markets for a board vote.
• board governanceKeeps the board register of decisions, votes and actions; example: tracks resolution 2025-14 to its owner and due date.
• board meeting preparation assistantRuns the full board meeting cycle; example: builds the agenda, board pack and follow-up action list for the March meeting.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 25

• Preparing For Board Meetings3 prompts, like Summarize Board Meeting Materials
• Understanding Financial Reports4 prompts, like Explain Financial Statement Terms
• Setting Strategic Priorities3 prompts, like Brainstorm Board Strategic Priorities
• Approving Policies And Governance3 prompts, like Review Policy Draft Thoroughly
• Assessing Organizational Risks3 prompts, like Summarize a Risk Register for the Board
• Evaluating CEO Performance3 prompts, like Draft CEO Evaluation Criteria
• Ensuring Regulatory Compliance3 prompts, like Explain Regulatory Requirements to Board

Apps you can build with AI 3

• Board decision information purchase plannerDecide whether new research would change a board vote before you spend on it. Demo included.
• Strategic dissent evidence notebookKeep reasoned objections on record so later reviews can see what was argued. Demo included.
• Strategic assumption expiry deskDate each strategic assumption and bring it back for review when it expires. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Related Party and Conflict Disclosure Check Agent". Each one also has a guided set-up with sample data on its page.

• Related Party and Conflict Disclosure Check AgentA conflict check on every agenda item before the meeting, with recusals noted in advance.
• Capital Request Challenge AgentA list of sharp questions and sensitivity results before the board votes on a spend.
• Board Evaluation Follow-through AgentEvaluation findings turn into owned actions that are checked for real change.
• Data Governance Exception AgentEvery policy exception recorded, time-limited and reviewed with controls verified
• Leadership Meeting Prep and Decision Log AgentHold every leadership meeting with complete, checked papers and a decision log that closes.
• Board Pre-read Question Preparation AgentPrepare supported answers or sharp questions for every likely board topic before the meeting.
• Executive Compensation Disclosure Check AgentMake the disclosure match what the committee actually approved.
• Audit Committee Finding Tracker AgentDrive every audit finding to a closure that is backed by evidence.
• Cybersecurity Oversight Question AgentGive the board specific questions and a way to check the answers.
• Cyber Risk Register Update AgentA current cyber risk register where every high risk is owned
• Board Pack Review Question AgentA prepared board member with key changes and questions
• CEO Performance Evaluation Evidence AgentA review pack that shows evidence for every CEO goal before the committee meets

Connections (MCP servers) 11

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Counsel MCP serverLets your AI run a structured debate on a tough question and hand you a written report with several viewpoints.
• Presentations.AI MCP serverLet your AI build and edit slide decks for you, then export them as PPTX, PDF, images or a share link. Official. No install needed.
• SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
• Registrum MCP serverLook up UK company details, directors, owners and filed financials straight from your AI chat. No install needed.
• Content Summarizer MCP serverLet your AI turn long text, web pages, PDFs and EPUB books into short, clear summaries.
• Octagon Deep Research MCP serverLets your AI run deep research on any topic and hand you back a full written report. Official.
• Gemot MCP serverLets your AI run a structured group vote, then shows where opinions agree, clash, and how to bridge them. No install needed.
• Japan Company Info MCP serverLook up Japanese company financials, registration numbers, shareholders and certifications from your AI chat.
• AxionQuant MCP serverLets your AI look up live stock, crypto, forex, and company data and answer finance questions for you.
• Deep Research MCP serverTurn a rough question into a structured, well-cited research report inside your AI chat.
• MCP DashboardsYour AI can turn plain numbers into interactive charts and dashboards right inside the chat.

Your Grok Bot team 10

• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• Board Deck GeneratorGenerates professional board meeting presentation content with executive summary, financials, and strategic updates.
• Ceo AdvisorProvide executive leadership guidance for strategic decisions, board preparation, and stakeholder management.
• Kotler Macro AnalyzerRuns Kotler-style PESTEL and SWOT audits with live data for market entry and strategy reviews.
• Competitive AnalystAnalyzes competitors and benchmarks market positioning to guide strategic decisions.
• Legal AdvisorDraft contracts, privacy policies, and compliance documents for tech businesses.
• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Performance ReportTranslates marketing data into an executive report with wins, misses, and next-period recommendations.
• Startup Financial ModelingBuild 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.