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

# Board meeting and fundraise prep

> Draft the board narrative from your data room and keep investor follow-ups moving.

Board meetings and fundraises run on the same material: metrics, milestones and a clean story. Hops reads your Drive data room, drafts the narrative in your deck order, and keeps a list of every investor follow-up so nothing goes quiet.

<Info>
  **How it runs:** Ask Hops, with a skill so the output has the same format every time. No automation needed.
</Info>

## What it does

* **Reads the latest data room files.** Hops uses the newest decks and metrics in your board folder in Google Drive and Google Sheets.
* **Drafts the narrative in your deck order.** Highlights, metrics, product, team, risks and asks, with every number tied to a source file.
* **Tracks investor follow-ups.** Hops reads investor threads in Gmail and lists last contact, next step and owner for each investor.
* **Flags quiet investors.** Anyone with no reply in 7 days is listed, with a drafted nudge for each.
* **Keeps the date in view.** Hops checks Google Calendar for the board date so the draft reflects how much time is left.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/tkB4Ie3VaZfG_Zdp/images/use-cases/founders-board-deck-prep.gif?s=7412fc0c26db1ec4ff55c55e7cbda993" alt="Google Drive connection, Hops read the Board Q3 folder in Google Drive and replied in chat" width="1440" height="810" data-path="images/use-cases/founders-board-deck-prep.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Prepare the board narrative for the Q3 meeting using the Board Q3 folder, and list open investor follow-ups.
```

```text theme={null}
Which investors in our raise have not replied in the last 7 days? Draft a short nudge for each.
```

```text theme={null}
Draft the risks and asks section for the board deck. Cite the file behind every number.
```

```text theme={null}
What changed in our metrics since the last board deck? Compare it with the Q2 version.
```

```text theme={null}
Save the investor follow-up list as a doc with owner and next step for each firm.
```

Example reply:

> Board narrative drafted from the Board Q3 folder:
>
> * Highlights, metrics and milestones, each with a source file.
> * Risks and asks: 2 risks, 3 asks.
> * 6 investor follow-ups listed with owner and date. Northwind Capital and Globex Ventures have been quiet for 9 days.

## What you get

* **An answer in chat**, in the same thread, with the narrative and a source file for every number.
* **Drafted nudges** for investors who have gone quiet, ready for you to review and send.
* **A saved Doc, when you ask for one.** Say "save this as a doc" and Hops writes it to **Docs** in the Space.

## Connections needed

Connect the apps that hold your board material. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="Google Drive" icon="google-drive" href="https://app.hops.ai/my-hops/connections">
    Data room and decks.
  </Card>

  <Card title="Google Sheets" icon="table" href="https://app.hops.ai/my-hops/connections">
    Metrics behind the board numbers.
  </Card>

  <Card title="Gmail" icon="envelope" href="https://app.hops.ai/my-hops/connections">
    Investor threads and last contact dates.
  </Card>

  <Card title="Google Calendar" icon="calendar" href="https://app.hops.ai/my-hops/connections">
    Board dates and investor meetings.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect the apps above in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Create the Space (optional)">
    Create a **leadership** Space. Pin the board calendar, last deck and raise tracker in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You prepare board and fundraise material. Use the latest files in the board folder. Draft the narrative in our deck order: highlights, metrics, product, team, risks, asks. Every number cites a file. Keep a follow-up list of investors with last contact, next step and owner.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Schedule it (optional)">
    Raise pipeline follow-ups: every Thursday at 9am, Hops lists investors with no reply in 7 days and drafts the nudge for each. It posts in the Space chat and saves the list to **Tables**.

    See [Automation](/docs/spaces/automation).
  </Step>

  <Step title="Ask">
    Ask Hops in chat. Hops uses the skill and replies in the same thread.
  </Step>
</Steps>


## Related topics

- [Explore use cases](/use-cases/overview.md)
- [Founders & executives](/teams/founders-executives.md)
- [Board prep](/teams/finance/use-cases/board-prep.md)
- [Founder pipeline and partner meeting](/teams/vc-pe/use-cases/partner-meeting-prep.md)
- [Pre-call prep](/teams/sales/use-cases/pre-call-prep.md)


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