Bring your context
Bring the inputs and assumptions that reflect how your business works.
Agent workflow· By Oculon
Board narrative agent
Turn reviewed financial analysis into a structured board narrative.
Agent template
Board narrative agent
Turn reviewed financial analysis into a structured board narrative.
The responsibility
Turn reviewed financial analysis into a structured board narrative.
- When it runs
- Choose a schedule or run it on request. · configurable
- What it works from
- Choose the relevant financial models and supporting sources.
- What comes back
- Turn reviewed financial analysis into a structured board narrative.
- Your review
- Review the findings and approve material changes before applying them.
Illustrative setup · Connect your own sources and confirm the scope before activating an agent.
A starting point.
Made for your business.
Turn reviewed financial analysis into a structured board narrative.
Finance leaders preparing a clear story for the board.
A thoughtful starting point.
- 01Board narrative prompt framework
- 02Financial model references
- 03Highlights and risks outline
- 04Narrative review checklist
Agent workflow, in context.
A starting structure to shape around your workflow.
Start here.
Build from your context.
Make it your own
Adapt the starting structure, dimensions, and views to your team.
Build a shared view
Bring the model and its context into your team’s planning conversations.
Good questions.
Who is this template for?
Finance leaders preparing a clear story for the board.
Can it be adapted to our business?
Yes. This is a starting structure for your workflow. Explore the template with our team to review your inputs, dimensions, and the changes your business needs.
How do we get started?
Choose “Explore this template” to speak with the Oculon team. These pages show template concepts with illustrative data; availability and setup are confirmed during your walkthrough.
