How-to

How to Build a Board Deck in Under an Hour

A product-led walkthrough of the exact process Steerco customers use to go from "blank slide" to "board-ready" in less than 60 minutes.

6 min read
TL;DR
  • Building a board deck in under an hour requires three things: a locked template, live-data integrations, and an AI engine that knows how to assemble a board narrative.
  • Steerco supports 589+ integrations across CRM, finance, billing, and product analytics so data work takes zero minutes once connected.
  • The 60-minute workflow allocates 10 minutes to data, 20 minutes to draft generation, 20 minutes to CEO narrative, and 10 minutes to review and ship.
  • Steerco has zero prompts — generation happens on click using your template, your brand, and your live data.
  • Steerco is the only platform that builds the entire board book from your live data — on-brand, executive-ready, in minutes instead of days.

The 60-Minute Board Deck Workflow

TimeActivity
0:00–0:10Confirm data sources and as-of date
0:10–0:30Steerco generates the full draft
0:30–0:50CEO writes narrative slides
0:50–1:00CFO/CoS final review and ship

Minutes 0–10: Connect Your Data

If your CRM, finance system, billing system, and product analytics are already connected to Steerco, this step is zero minutes. If not, connect them once. Steerco supports 589+ integrations.

Minutes 10–30: Generate the Draft

Click "Generate Board Deck." Steerco assembles every section — financials, GTM, product, people — using your template, your brand, and your live data. No prompts.

Key Takeaway

The point is not that AI writes your board deck. The point is that AI does the data work so you can write the narrative.

Minutes 30–50: Write the Narrative

This is where the CEO earns their seat. Use the 3 things you wrote down in Phase 1 of board prep. Write the CEO letter slide and the strategic asks slide. Everything else is already done.

Minutes 50–60: Review and Ship

CFO checks the financial pack. Chief of Staff exports to PDF. Upload to your board portal. Done.

What This Replaces

  • 5 days of department leads pulling numbers
  • 2 days of slide formatting
  • 1 Sunday night of CEO panic
  • 1 quarter of "as of last week" asterisks
FAQ

Frequently asked questions

Can I really build a board deck in an hour?

Yes — if your data is connected and your template is locked. If you are starting from scratch in PowerPoint with manual exports, no.

Do I need to write prompts?

No. Steerco has zero prompts.

Can I use my own template?

Yes. Upload your template once and Steerco generates onto it forever.

What integrations does Steerco support?

Steerco supports 589+ integrations across CRM, finance, billing, and product analytics.

Build your next board deck in under an hour.

On your template. From your live data. In minutes.

Automate Your Board Deck