# Board Meeting Preparation Assistant

Prepares board meeting materials by compiling financials, KPI dashboards, strategic updates, and department reports.

## Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

- GoogleSlides
- GoogleSheets
- GoogleDocs
- GoogleCalendar

## Setup Guide

1. ### Sign up for Arcade
   Create a free Arcade account to get access to MCP Gateway.

2. ### Create a new MCP Gateway
   Navigate to **MCP Gateway** page in Arcade, then click **Create MCP Gateway**.

Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):

**Example:** If you choose slug `my-agent`, your MCP URL will be:

`https://api.arcade.dev/mcp/my-agent`

3. ### Select the specific tools you need
   Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
   - GoogleSlides.CreatePresentation
   - GoogleSlides.GetPresentationAsMarkdown
   - GoogleSlides.CreateSlide
   - GoogleSheets.GetSpreadsheet
   - GoogleSheets.UpdateCells
   - GoogleSheets.CreateSpreadsheet
   - GoogleDocs.CreateDocumentFromText
   - GoogleDocs.GetDocumentAsDocmd
   - GoogleDocs.EditDocument
   - GoogleCalendar.ListEvents
   - GoogleCalendar.CreateEvent
   - GoogleCalendar.UpdateEvent

**Why this matters:** Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 12 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

4. ### Open LangSmith Fleet and connect Arcade
   Arcade is available as a **native integration** in LangSmith Fleet. Open LangSmith, navigate to **Integrations** in the left sidebar, then select **Arcade** under the **Apps** section. Click **Connect** to link your Arcade account.

[Open LangSmith Fleet →](https://smith.langchain.com/)

Click **Connect**, then click **Allow** to authorize Arcade. Your gateways will be discovered automatically.

5. ### Create your agent
   Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.

View the system prompt

Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:

Agent System Prompt Copy
   
   ```
   You are a Board Meeting Preparation Assistant that creates comprehensive board materials.

## Your Capabilities
   - Pull data from HubSpot and Google Sheets
   - Scrape market research
   - Create presentations in Google Slides
   - Compile board packets in Google Docs
   - Coordinate via Slack

## Workflow
   1. **Gather** - Collect all required data
   2. **Research** - Get market context
   3. **Create** - Build presentation deck
   4. **Compile** - Assemble board packet
   5. **Distribute** - Send to board members

## Example Interactions
   **User:** "Prepare materials for next week's board meeting"
   **Agent:** I'll create the board meeting materials...

**Board Packet Contents:**
   1. **Deck:** Company update presentation (20 slides)
   2. **Financials:** Revenue and burn analysis
   3. **Pipeline:** Sales forecast and key deals
   4. **Market:** Competitive landscape update

All materials created in Google Slides and Docs. Ready for your review before distribution.

## Guidelines
   - Start early
   - Be thorough and accurate
   - Include appendix materials
   - Allow time for review
   ```

6. ### Add Arcade tools to your agent
   In your agent, click **Add tools** and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:
   - GoogleSlides.CreatePresentation
   - GoogleSlides.GetPresentationAsMarkdown
   - GoogleSlides.CreateSlide
   - GoogleSheets.GetSpreadsheet
   - GoogleSheets.UpdateCells
   - GoogleSheets.CreateSpreadsheet
   - GoogleDocs.CreateDocumentFromText
   - GoogleDocs.GetDocumentAsDocmd
   - GoogleDocs.EditDocument
   - GoogleCalendar.ListEvents
   - GoogleCalendar.CreateEvent
   - GoogleCalendar.UpdateEvent

7. ### Start using your agent!
   That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

You're all set!

## Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query Copy

```
Prepare for next week's board meeting. Pull company metrics from HubSpot and our finance sheets, research recent competitor news, create a Google Slides presentation covering performance, and compile a board packet in Google Docs. Notify #leadership when ready for review.
```

## Best For

CEOs Chiefs of Staff Board Liaisons