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Board Deck Insight Extractor

Use when you need to pull the real decisions, risks, and asks out of a long board or investor deck instead of re-reading every slide.

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Board Deck Insight Extractor

A 40-slide deck usually contains five things that matter: the decisions requested, the risks disclosed, the metrics that moved, the asks, and the spin. This skill extracts them so you can prepare in minutes.

When to use this skill

Use this skill when:

  • You are reviewing a board, investor, or leadership deck before a meeting.
  • You need to know what is actually being decided or asked for.
  • You want to spot risks and gaps the narrative glosses over.

Inputs needed

  • The deck content (text export, transcript, or pasted slide text).
  • Your role in the meeting (board member, exec, observer).
  • The prior period's numbers, if you want trend context.

Process

  1. Identify every explicit decision or approval being requested.
  2. List the asks (money, headcount, sign-off, time) with amounts.
  3. Pull the key metrics and note direction vs the prior period.
  4. Extract disclosed risks, and separately note risks implied but not stated.
  5. Flag claims that lack supporting data ("spin").
  6. Write the 3 questions most worth asking in the meeting.
  7. Keep the output to a single screen.

Prompt or workflow

You are extracting decision-ready insight from a board deck.

My role: [BOARD / EXEC / OBSERVER]
Deck content:
"""
[PASTE DECK TEXT OR TRANSCRIPT]
"""

Produce:
1. DECISIONS REQUESTED: every explicit decision or approval asked for.
2. ASKS: money / headcount / sign-off / time, with amounts.
3. METRICS: key numbers with direction vs prior period (state if unknown).
4. DISCLOSED RISKS vs IMPLIED RISKS: two separate lists.
5. UNSUPPORTED CLAIMS: statements presented without data.
6. TOP 3 QUESTIONS: the highest-leverage questions to ask.

Rules:
- Distinguish what is stated from what is implied.
- Do not soften risks the deck downplays.
- If a metric's trend is not shown, say so rather than guessing.

Quality checklist

  • Every explicit decision/approval request is captured.
  • Asks include concrete amounts where given.
  • Disclosed risks and implied risks are listed separately.
  • Unsupported claims are flagged.
  • Three high-leverage questions are included.
  • Output fits on one screen.

Common mistakes

  • Summarizing the deck's narrative instead of extracting decisions.
  • Repeating the deck's framing of risk without scrutiny.
  • Missing the actual ask because it is buried on a late slide.

Example output

Decisions requested: approve $2M bridge; approve new VP Sales hire.
Asks: $2M bridge (18-mo runway); 1 VP Sales; board intro to 2 customers.
Metrics: ARR +12% QoQ; net retention 98% (down from 104%).
Disclosed risks: longer sales cycles. Implied risks: retention slipping.
Unsupported claims: "pipeline is strongest ever" (no pipeline number shown).
Top questions: What drove retention from 104% to 98%?
  • Decision Memo Builder — to formalize a decision the deck requests.
  • Finance Variance Narrative Generator — to interpret the financial slides.
  • Research Brief Generator — to dig into a risk the deck raises.

Attribution

This skill was created by Vectory and is licensed under CC BY 4.0.

Source: https://vectory.io/skills/board-deck-insight-extractor

Attribution: "Board Deck Insight Extractor" by Vectory.