Board-ready summary pack

Turn a flat export into a board-ready Excel workbook with an executive summary tab and clean detail sheet — use as a one-off or scheduled report.

The problem

Leadership expects a concise board pack, but your source data lives in a flat export with no narrative layer.

One executive summary tab plus a sortable detail sheet, ready to email or present.

Upload hint: Upload your latest export or P&L extract.

No for the first run — upload an export and improve it. On Pro, Team, or Agency you can schedule the same prompt from Airtable or Google Sheets.

Prompt is applied when you click Use this recipe — you can edit it in the generator before running.