Board Meeting Prep
Board Meeting Prep is a routine your Townie AI assistant runs when you forward board materials with a keyword like "BOD prep": it parses the attachments and the Drive links in the email, folds in your meeting-notes history for the company, and writes a structured memo — quarter-over-quarter financials, a green/yellow/red health read, wins and losses, and four sharp questions each anchored to a specific number. The memo saves to Drive and lands in your inbox before the meeting.
See it work: from raw deck to the four questions that matter
Walk into board meetings knowing what to ask
Forward the deck; the memo comes back.
How this routine works
Gmail
Google Drive
Google Calendar
Affinity
Outlook
Google Docs
Notion
GranolaIt runs when you forward the materials
Forward the board email with your keyword — or ask in chat — and your Townie confirms it's a real request from you before touching anything.
It reads everything, not just the email
Every attachment and every Drive link in the body — decks almost always arrive as links — plus your meeting-notes history for the company, so the memo carries what happened last quarter too.
The memo is filed and in your inbox
Seven sections: TL;DR, a green/yellow/red read, quarter-over-quarter financials, wins and losses, priorities, four number-anchored questions, and takeaways — saved to Drive with a date-prefixed name.
Board Meeting Prep FAQ
It's a routine your Townie AI assistant runs when you forward board materials with a keyword: it parses the attachments and Drive links, folds in your meeting-notes history for that company, and writes a structured prep memo — TL;DR, a green/yellow/red health read, a quarter-over-quarter financial table, wins and losses, upcoming priorities, four questions anchored to specific numbers, and investor takeaways — then saves it to Drive and emails it to you.
Yes — it's prep for you and contacts no one. It only acts on a forwarded email from you carrying your keyword, writes only to your own Drive, and access stays scoped to the accounts you connect. Read more in our security overview.
That's the normal case, and the routine is built for it: it opens the Drive links in the email body as well as any attachments, so a link-only board packet still produces a full memo.
It flags the gap instead of guessing — the memo names exactly which table or figure it couldn't read, so you know what to verify by hand before trusting the comparison.
Your email for the forwarded materials, Drive for the linked decks and the saved memo, and optionally a meeting-notes source like Granola for the history. Your assistant adapts to whatever you've connected.
Yes — the seven sections are a starting point. Ask for a cash-runway callout, more or fewer questions, or a one-page version, and the routine updates from that one message.
