Board Meeting Preparation Assistant
Prepares board meeting materials by compiling financials, KPI dashboards, strategic updates, and department reports. Manages document versions, attendee communications, and follow-up items.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →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 you'll configure in Agent Builder):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent 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:
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.
Create the gateway and copy your MCP URL
Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!
https://api.arcade.dev/mcp/my-agent No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.
Open LangSmith Agent Builder
This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!
Open LangSmith Agent Builder →Can't find this template? Click here for the system prompt
If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:
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
Connect your Arcade MCP Gateway
In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:
Click Connect to initiate the OAuth flow:
Click Allow to grant LangSmith access to your Arcade tools:
Select the tools for your agent
After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:
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.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
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.
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