> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI board reporting workflows

> Learn how Adapt helps leadership teams automate board reporting workflows, gather updates and turn business context into clearer executive reports.

Step-by-step workflows for creating board-level reports and summaries.

## Key Metrics Summary

**Goal:** Quick summary of key business metrics

```
Create an executive summary with MRR, growth rate, churn, and pipeline
```

**Requires:** Stripe, HubSpot

## Document Summarization

**Goal:** Summarize long documents for board consumption

```
Summarize this quarterly report and highlight key points [upload document]
```

**Requires:** File upload (built-in)

## Team Activity Summary

**Goal:** Report on what teams accomplished

```
Summarize what each team accomplished this quarter based on Slack and GitHub activity
```

**Requires:** Slack (OAuth), GitHub (OAuth)

## Financial Report

**Goal:** Comprehensive financial summary

```
Create a board-ready financial summary with revenue trends, key customers, and forecasts
```

**Requires:** Stripe, Snowflake/data warehouse

## Related

<CardGroup cols={2}>
  <Card title="Leadership Use Cases" icon="user-tie" href="/use-cases/leadership">
    More executive workflows
  </Card>

  <Card title="Stripe Integration" icon="credit-card" href="/integrations/stripe">
    Connect revenue data
  </Card>
</CardGroup>