Streamline Board Meeting Preparation

Preparing for board meetings can take hours when important data lives across files and systems. With Standard Metrics’ MCP and Claude connectors to Google Calendar and Notion, investors can reduce that preparation to minutes. Claude will automate checking your calendar for upcoming meetings, synthesize performance data in Standard Metrics, and update the right notes section in Notion.

How to set this up

Tools

• Claude
• Standard Metrics MCP. See here for set up details.
• Google Calendar connector
• Notion connector

 

Prompt used in the video:

Can you help me prep for next week’s board meetings?

 

Tips

• Ask Claude to automate this prep on a going-forward basis and tell it your desired cadence
• Upload previous board decks for extra context
• Connect Granola or Affinity for more information