Pack Builder Agent

The problem it solves

Every reporting cycle, the days before a board meeting or LP update vanish into copy-paste assembly: opening five tabs, hunting for the right figures, pasting them into the right slots, refreshing charts, and writing a first pass of commentary. Pack Builder does that grunt work for you, dropping the latest numbers into a fresh copy of your branded template and tracing every figure back to its source. You get a review-ready draft instead of a blank deck and a long evening.

Who it's for

• Founders preparing monthly or quarterly board decks
• Finance and FP&A leads assembling board packs
• VC and PE firms sending LP updates
• Customer success managers running client QBRs
• Consultants rebuilding recurring status decks

What it does

1. 1

   Make a fresh draft from your template

   The agent copies your branded master template into your draft location and keeps the word DRAFT in the file name until you remove it.

2. 2

   Pull numbers from each source

   Following your section-to-source mapping, it connects to each data source and pulls the specific metric or update for the current reporting period.

3. 3

   Trace every figure

   It records where each number came from, including the source, the exact field or query, and the date pulled.

4. 4

   Drop content into matching sections

   Each value lands in its mapped slot, matching the template's existing number formats, units, charts, and layout exactly.

5. 5

   Refresh charts and tables

   It updates the underlying data so visuals refresh, and flags any chart that cannot be refreshed programmatically instead of leaving it stale.

6. 6

   Draft the narrative

   For commentary and highlights sections it writes a first pass in your tone, grounded in the pulled numbers and tagged so reviewers see what it wrote versus what came from source.

7. 7

   Assemble a source trace and flag list

   It produces a table mapping every number to its origin plus a list of anything a human must resolve, such as unreachable sources or missing data.

8. 8

   Hand off for review

   It posts a summary to Slack with a link to the draft, how many sections were filled, and the open flags, then stops without sending anything.

Key benefits

• Cuts the hours of pre-report copy-paste assembly down to a review
• Every number traces back to its source, so audits and questions are easy to answer
• Never fabricates a missing figure, leaving a clear [MISSING] placeholder and a flag instead
• Your master template is never touched, so it stays clean for the next cycle
• Matches your existing branding and formatting exactly, with no restyling
• A human always reviews and sends, keeping board and LP reporting under your control

Sample use cases

Key integrations

• Google Sheets

  A common source for the metrics and tables that feed each section of the pack.

• BigQuery, Snowflake, or Redshift

  Data warehouse tables queried for period metrics in finance and analytics reporting.

• Salesforce or HubSpot

  CRM reports pulled for pipeline, revenue, and customer metrics.

• QuickBooks

  Finance tool used to source actuals and accounting figures.

• Stripe

  Payments source for revenue, MRR, and billing numbers.

• Google Slides, Google Docs, or PowerPoint

  Where your branded template lives and where the agent saves the draft copy.

• Slack

  Used for the review handoff and to surface flags; optional, with handoff falling back to the draft itself.

Getting started

1. Import the workspace — Add the Pack Builder template into Gamut to set up the agent.
2. Run agent onboarding — The onboarding skill launches automatically and interviews you about your pack type, data sources, template location, section-to-source mapping, cadence, and reviewers.
3. Give it a first task — Ask it to build a draft of the pack for the most recent period and report which sources it can reach and which sections it would fill, without finalizing anything.

Frequently asked questions