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Executive & Chief of Staff

Draft a board package for the quarter

Decisions, commitments, risks, and the customer evidence behind every claim.

Best for
Board prep
Primitives
DecisionsCommitmentsRisksQuotes
Token savings
76%

The prompt

You are drafting the Q{{quarter}} board package. Using Sentra: 1. Compose the quarter narrative in five sections: strategy (decisions made), execution (commitments delivered vs. slipped), customers (sentiment + named accounts), risks (open Commitments past due, internal tensions, churned accounts), and team (hires, departures, named promotions). 2. Every claim must cite a Sentra Decision, Commitment, or Interaction. No prose without a source. 3. Identify the three promises made to the board last quarter and report delivery status with evidence. Output: - A 6-page draft, in plain markdown, ready for the CEO to edit. - A separate "risk register" appendix derived from the executive Interactions of the quarter. - A list of every quotable customer moment, with consent flag (Sentra should surface whether the quote needs sign-off).

See it work

Run it from

ClaudeCursorChatGPTAny agent · MCP

How it runs

  1. 01Copy the prompt into any agent connected to Sentra over MCP.
  2. 02The agent reads the company memory, scoped to what you are allowed to see.
  3. 03One grounded answer comes back, with every line traceable to its source.

Or automate it with Actions

The same prompt runs as a Sentra Action: on a schedule, or on a semantic trigger. Output lands in Slack or email, and every send waits for your approval.

Trigger idea: board prep

Sentraover MCPDecisions, commitments, risks, customer evidence · all cited

Q3 board package · first draft

Decisions that defined the quarter

3 decision records

Atlas V3 ship-date hold (with the full risk trace), auth migration deferral, and the pricing-model pilot. Each carries its rationale and dissent.

Against last quarter's commitments

commitments

Five of six commitments to the board closed; the enterprise SLA program slipped a month, with the cause documented.

Risks with receipts

composite

Meridian renewal risk is presented with the sentiment trail, not adjectives. Hiring pipeline risk quantified from loop data.

Customer proof

calls · Aug 29

Two dated, sourced quotes cleared for board use, including Brightline's expansion language.

The prompt above becomes this. Fictional data, real mechanics: every line cites the meeting, thread, or record it came from.

Without Sentra

  1. 01Gather every material exec thread, meeting transcript, and email from the quarter.
  2. 02Read each to extract decisions (with rationale), commitments delivered vs. slipped, customer sentiment moments, internal risks, and team changes.
  3. 03Cross-reference last quarter's board promises against current status — search for evidence of delivery.
  4. 04Re-read customer-facing threads to extract quotable moments. Manually check consent status from prior conversations.
  5. 05Compose the five-section narrative with inline citations.
  6. 06Construct the risk register by re-reading exec interactions for unresolved concerns.
  7. 07Polish for the CEO's review.

~340,000 tokens

With Sentra

  1. 01Pull all material `Decisions` from the quarter, organized by section: strategy, execution, customers, risks, team.
  2. 02For each Decision: `Rationale`, attached `Commitments`, originating `Interactions` already typed.
  3. 03Pull `Commitments` made to the board last quarter — status is tracked.
  4. 04Pull quotable customer moments with `consent` status flagged.
  5. 05Compose the six-page draft with citations.

~80,000 tokens

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