The board pack
The pack that used to take a week builds itself.
Lock the meeting and its record is fixed. The PowerPoint pack and the one-page scorecard come from that record, in your colors, with a written summary that uses only facts Trellis computed.
The problem
Every quarter, someone rebuilds the same deck by hand.
Status is gathered by email, pasted into slides and polished until it says what the room wants to hear. By the time the board sees it, it is a week old and nobody can trace a number back to where it came from.
How Trellis handles it
From the record, not from memory.
01
An editable PowerPoint
Title, narrative, the plan at a glance, wins and risks, the plan, the roadmap and the brief, built from the plan or from a locked meeting’s record.02
In your colors
Your logo on the title slide and your brand color as the accent. The health colors never change, because they carry meaning.03
A summary that cannot invent
When a meeting is locked, a written summary is drafted from a numbered list of computed facts. Any figure in the text that is not in those facts is flagged for checking.04
Edited by a person, labelled honestly
The summary is editable. The original draft is kept, and the text says which model drafted it, when, and who edited it.
What you see
The whole plan on one page.
Become the system every mid-market leadership team runs its plan on — not the deck they update once a year.
| Objective | Measure | Now → target | Initiatives |
|---|---|---|---|
| Expand mid-market to 35% of new ARR | Mid-market ARR | $2.4M → $3.5M | Onboarding flow redesign, Partner referral program |
| Automate 80% of vendor invoicing | Invoices automated | 58% → 80% | Vendor invoice OCR rollout |
| Achieve 90% employee engagement | Engagement score | 71% → 90% | Manager enablement, Pulse survey cadence |
Why it matters
For a CFO, the pack is finally the same as the books.
Every number in the pack traces back to a dated reading with an author, and a locked meeting’s pack can be rebuilt exactly, months later. That is the difference between a report and a record.
The rule behind it
The model narrates. It never decides.
Trellis computes health, progress and staleness itself. The AI model only puts those facts into sentences, and a person reviews what it wrote. It does not score, rank or recommend.
See your own plan in Trellis.
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