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You can use the memo generation template to get started.

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Quick Overview

Stop spending hours compiling board updates. Your agent will:
  • Connect to your company data folder in Google Drive
  • Process all PDFs and Google Sheets automatically
  • Extract key information from financial statements, KPIs, and reports
  • Generate a comprehensive memo with executive-ready narrative
  • Deliver the polished memo to chat and email
  • Attach an AI agent for follow-up questions about the data
Turn a day-long task into a simple “Go” command.

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Setting Up Your Memo Generator

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Step 1: Simple Start Trigger

Chat message trigger setup
Start with a Chat Message Received trigger for simple activation: Example messages:
  • “Go”
  • “Generate memo”
  • “Run board update”
Keep it simple — the agent will process all available company data automatically.

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Step 2: Connect to Company Data Folder

Google Drive list files configuration
Add Google Drive – List Files action:
  • Folder: Connect to your company’s main data folder in Google Drive
  • Include: All file types (we’ll filter in the next step)
  • This folder should contain all financial statements, reports, and company documents
Remember to select the folder that corresponds with the ONE company you want to generate a memo for.

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Step 3: Enter File Processing Loop

Enter file processing loop
Add Enter Loop using the files from Step 2:
  • Input: The list of files from your Google Drive folder
  • This will process each file individually to extract relevant data
  • We’ll handle different file types in the next step

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Step 4: Determine File Type

File type detection conditions
Add Conditions to route files based on their type. This workflow only processes PDFs and Google Sheets: Path 1: If PDF
  • Add Google Drive – Download File
  • Then File – Read PDF to extract all text content
Path 2: If Google Sheet
  • Add Google Sheets – List Worksheets
  • Enter loop for each worksheet
  • Use Google Sheets – Get All Values for each sheet
Path 3: If Neither
  • Go directly to Exit Loop (skip unsupported file types)
All three paths will converge at the loop exit.

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Step 5: Exit Loop and Add Context

Exit file processing loop
Add Exit Loop action and use Add Context to compile all extracted data:
  • Include all PDF text content and spreadsheet data
  • Preserve file names and document structure
  • This transfers all company data outside the loop for analysis

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Step 6: Generate the Memo

AI memo generation configuration
Add AI Agent – Memo Generator with this prompt:

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Step 6: Send to Chat and Email

Memo delivery configuration
Send the memo to both chat and email: Send to Chat:
  • Use Chat – Send Message to deliver the memo in the chat interface
  • Include the full memo content for immediate review
Send via Email:
  • Use Gmail – Send Email with the memo content
  • Subject: “Memo - [Company] [Date]”
  • Body: The complete memo from the AI agent in markdown format

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Step 7: Attach AI Agent for Follow-up Questions

AI agent for follow-up questions
Add AI Agent – Company Data Assistant to enable follow-up questions in the task:

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Advanced Features

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Best Practices

Keep a consistent folder structure: “Board Materials - [Month Year]” with subfolders by type.
Ensure all data sources are refreshed before running the memo generator.
Always review AI-generated memos for accuracy before board distribution.
Save your best memos as templates to maintain consistent quality.

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Next Steps

Invoice Processing

Automate financial document processing

Document Processing

Process any document type automatically

Prompt Guide

Write better prompts for memo generation

Templates

Create reusable memo templates