Woodrow pulls financials, KPIs, operating updates, and supporting detail from across your systems, drafts the narrative, and assembles a review-ready board update using your document format or deck template.
Pull financials, KPIs, operating metrics, team updates, and supporting detail from your ERP, BI tools, reporting systems, spreadsheets, and shared drives for the period.
step 2
Build Charts & Narrative
Refresh charts and tables, calculate period KPIs and notable movements, and draft the narrative, highlights, risks, and talking points for each section.
Output
Assemble the Board Update
Compile the analysis into the correct template, link the supporting detail, and route the draft to the right reviewers.
A board update that writes itself
Woodrow connects to your ERP, BI tools, reporting systems, and shared drives to help prepare board updates with less manual work. It gathers financials and KPIs, refreshes charts and tables, drafts the narrative, and assembles the update using your existing template—so your team can spend less time formatting slides and more time refining the story.
+ Spreadsheets, report templates, and any other tool your team uses.
Inputs in one place
Pull financials, KPIs, operating metrics, team updates, and supporting detail from the systems and files your board package depends on.
Refreshed data
Update charts and tables, calculate the period’s KPIs and notable movements, and draft the narrative, highlights, risks, and talking points for review.
Review-ready insights
Connect each chart, KPI, and narrative point to the supporting detail, then surface open questions for reviewer follow-up.
HOW WOODROW WORKS
Automate your processes with enterprise AI
Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.
01
Describe your workflow
Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.
02
AI works across your stack
Woodrow plugs into your existing tools, pulling and pushing data where it's needed and running every step in place. No manual handoffs or copy-paste between systems.
03
Woodrow keeps the workflow current
As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.
Auditable and secure
Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.
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