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GuidesBy departmentFinanceMonthly board pack assistant

Monthly board pack assistant

You’ll build an agent that pulls financials from your systems, computes the month’s numbers in code, and assembles a downloadable board pack.

The plan

  1. Create the assistant
  2. Connect your finance systems
  3. Enable code execution for the numbers
  4. Generate a downloadable pack

Step 1 — Create the agent

Create an agent in Agents. In System instructions, define the pack sections: P&L summary, cash position, variance vs. budget, and commentary.

Step 2 — Connect finance systems

Connect your accounting and BI tools via the Composio app library or an MCP server, and enable them on the agent in Integrations.

Step 3 — Enable code execution

Turn on workspace execution and code execution in the Capabilities tab so totals, ratios, and variances are computed exactly.

Step 4 — Generate the pack

Enable Artifacts in the Capabilities tab so the agent produces a formatted document the team can open, edit, and download. Run it as a recurring task each month-end and test from the builder preview first.

Where to go next

Expense report reviewerAP/AR reconciliation helper