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All-in-one AI plugin for board members

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

One download gives your AI 16 skills, 25 prompts and 3 apps for board packs, risk reviews, financial reports and CEO evaluation, so you walk in prepared.

Works inChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi
Get the pluginSee what's inside
Board Member at work
Inside the boxv1.0.0
  • 16skills
  • 25prompts
  • 3apps
  • 10Grok bots

What's inside

The board pack arrives on Tuesday for a Thursday meeting. Three hundred pages, a finance section you did not write, and a CEO performance review on the agenda. You have a full-time job too. You skim, you highlight, and you hope the right question comes to you at the table.

  • 16 skills, plain names

    The board meeting preparation skill builds agendas and packs. The board governance register tracks decisions, votes and action owners. Risk, finance and market skills back your challenge at the table.

  • 25 ready-made prompts

    Grouped into eight topics, from preparing for board meetings to evaluating CEO performance, assessing organizational risks and planning succession. Open one, paste your numbers, get a draft.

  • 3 apps for hard calls

    The board decision information purchase planner helps you buy data that could change a vote. The strategic dissent evidence notebook keeps reasoned objections on record for later review.

  • 10 Grok Bot agents

    A Risk Manager, Compliance Auditor, Board Deck Generator, CEO Advisor, Legal Advisor and more. Hand them a task and get a first draft you can edit before the meeting.

  • Works in eight AIs

    ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the AI your organization already pays for. Nothing new to learn.

  • Daily news and updates

    Members get a live connection to Complete AI Training: the daily AI news for board work, one new idea each day with its prompt, and automatic skill updates.

A day with your plugin

This plugin puts the preparation work inside the AI you already use. One download adds 16 skills, 25 prompts and 3 apps. Your AI reads the pack, pulls the ratios, scores the risks, drafts the questions, and keeps a register of every decision and action owner.

  1. Morning

    Your board pack lands. You run the board meeting preparation skill to turn the agenda and papers into a one-page summary of what needs a decision and what needs a question.

  2. Late morning

    Finance sends the quarterly statements. The financial statement analyst skill pulls the ratios and cash flow trend, and flags two items worth raising with the CFO.

  3. Afternoon

    You use the risk radar for strategy skill to score the top risks on the register by impact and likelihood, then draft mitigation owners for the audit committee.

  4. End of day

    Before you close your laptop, the board governance register skill logs today's resolutions, vote results and action owners with due dates, ready for the next pack.

Install it in your AI

Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.

ChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi

Grok

A Grok Project with all the instructions and files. About 5 minutes.

  1. Download the Grok version and unzip it.
  2. Go to grok.com, open Projects in the left menu and click New project. Name it Board Member Assistant.
  3. Paste everything from grok-project/instructions.txt into the project's instructions.
  4. Upload the files from grok-project/knowledge to the project.
  5. Start your work chats inside this project. Try one of the lines in conversation-starters.txt.

Download for members

Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.

Become a member

Or buy this plugin for $49 · Sign in

Everything in the plugin

Your AI picks the right part by itself. You can also ask for one by name.

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.
Show all 13 skills
  • strategic planning guideGuides the planning cycle from vision to KPIs; example: drafts three scenarios for the five-year plan review.
  • agency summarize meetingTurns a transcript into structured notes and actions; example: summarizes a two-hour strategy session into one page.
  • financial statement analystAnalyzes income, balance sheet and cash flow statements; example: spots falling gross margin in the quarterly accounts.
  • office meeting notesCleans rough notes into minutes with decisions and owners; example: converts your handwritten board notes into a formal minute.
  • agency ceo advisorSupports CEO performance, investor and culture decisions; example: drafts the questions for the CEO appraisal session.
  • risk mitigation report builderBuilds financial risk reports and policies; example: writes a fraud risk policy summary for the audit committee.
  • market trend strategistScans competitors, markets and regulation for strategy; example: sizes the electric vehicle market for a diversification debate.

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

Ready-made prompts 25

Show all 8 topics
  • Planning Succession Strategies3 prompts

Apps you can build with AI 3

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.

Get the plugin

Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.

Recommended

Membership

$9 a month, billed yearly

  • The plugin for board members, and for 500 other jobs
  • Daily AI news and a new idea every day, inside your AI
  • Skills update by themselves
  • 900+ video courses and certificates
  • Download up to 2 plugins a day
Become a member

This plugin only

Standalone plugin

$49 once

  • The plugin for board members, for all eight AIs
  • All 16 skills, 25 prompts and 3 apps
  • Yours to keep, no subscription
  • No daily news, ideas or skill updates

Secure payment by Stripe. Bought it already? Use the link in your email.

Questions

What is a plugin, and do I need technical skills to install it?

A plugin is a set of instructions and files your AI reads. You download it once and add it to your AI account. If you can attach a file to an email, you can install it.

Which AI tools does it work with?

ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. You keep using the one your organization already has, and your chats stay where they are today.

What is the difference between the member download and the $49 one-time plugin?

The $49 standalone plugin gives you the skills, prompts and apps as they are. Members also get the daily AI news for board work, a new idea every day with its prompt, and automatic skill updates.

Is my board data safe?

The plugin is instructions and files, not a database. It does not store your papers. Your AI provider handles your chats under the same terms you already agreed to, so check your organization's rules on confidential board material.

How many downloads do I get?

Two plugin downloads a day. That is enough for your main AI and a second one, or for a colleague who wants the same setup on their account.

Learn to use AI as a board member

The plugin does the work; the learning path shows you how to get the most out of it, step by step.

Open the learning path

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