Reference

Executive Board Deck Data

Pull all data needed for a quarterly board presentation.

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Category: Reporting. Difficulty: Intermediate. Estimated time: 1 hour. Estimated time saved: 8h/quarter. These estimates depend on your account and task.

Platforms

Best for

Marketing Director

Prerequisites

Multiple platforms connected

Connect the required accounts and your AI assistant, then confirm the workspace and client context. Open a recipe for its prerequisites, prompts and expected output. Treat durations and time savings as editorial estimates, not guarantees. Check proposed writes before approving them. Recipes involving another service need a separate connection to that service.

Tools used

Tool	Purpose
`meta_get_insights`	Quarterly data
`google_ads_run_gaql`	Quarterly data
`linkedin_get_analytics`	Quarterly data
`ga4_run_report`	Business metrics

The tools available to your assistant depend on account connections, workspace permissions and client support. Browse the tool catalog.

Prompts

Use these prompts in your connected AI assistant. Replace account names, dates and targets as needed. Read the result before following a recommendation or approving a write.

Board Data Pull

Pull all data I need for a quarterly board presentation. Include: total marketing spend, customer acquisition cost, channel mix, YoY comparisons, forecasts for next quarter, and key initiative performance. Format for executive audience.

Expected output: Executive-ready data summary with key metrics

Automation

This recipe is marked as suitable for automation. It still needs a configured scheduler or automation service, account access and appropriate approval for writes. Saving a prompt or workflow does not schedule it.

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