Description
This Python script transforms raw business data—financials, KPIs, and narrative notes—into a concise executive summary PDF. It applies template merging using Jinja2 to populate cover pages, section headers, and conclusion sections. Key sections include revenue highlights, risk tables, and strategic recommendations extracted from SQL and CSV sources. An Excel version with editable cells is also produced for further customization by C-level staff. Configurable styling options allow brand color palettes, logo placement, and font choices to match corporate identity. Cron scheduling or AWS Lambda integration ensures the summary arrives in your inbox at the start of every board meeting. Error notifications trigger if any data source is unavailable or if template rendering fails. Comprehensive documentation guides users through environment setup, template creation, and deployment steps. This tool elevates board reporting efficiency and consistency across executive communications. Perfect for CEOs, board secretaries, and corporate strategy teams.
Instant download
Template rendering, data consolidation, PDF and Excel generation, automated delivery
Digital product – Python script bundle with Jinja2 templates
Executives, corporate strategists, board administrators
