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Use case: Management meeting pack from numbers and team tools

Preparing a management meeting usually means combining numbers from statements, tasks from Jira, decisions from the last minutes and inputs from Notion. With these systems connected as data sources, Conrad prepares the pack from a single prompt.

2 min read Updated 15. 10. 2026

Who and when

  • Who: CEO, CFO, executive assistant.
  • When: monthly management meeting, board meeting, quarterly review.
  • Data sources: Symfio accounting + Notion or Atlassian (Confluence, Jira) + a meeting-notes tool (Fireflies, Granola or Otter.ai).

Steps

  1. Connect the sources holding your minutes and tasks (see Conrad data sources).
  2. Keep Symfio accounting and the connected tools enabled under the conversation’s Sources.
  3. Enter the question (templates below) and have the output formatted for an e-mail or presentation.
  4. Save the structure as a skill management-pack.
Notion, Atlassian, Fireflies and Granola in the data source catalog.
Notion, Atlassian, Fireflies and Granola in the data source catalog.

Question templates

  • Prepare the management meeting pack for September 2026: group results against plan, cash and overdue receivables, action items from the last meeting (minutes in Fireflies) and their status in Jira.
  • Which action items from the management meeting on 1 September 2026 have a financial impact and how did they show in the income statement?
  • Summarise the budget assumptions from the Budget 2027 page in Notion and compare them with the plan in Symfio.

Sensitive information: Conrad reads only what the account used for the connection can access. For management packs, connect the source with an account that sees only the intended spaces and folders.

Use case: In-app support and how-to guidanceConrad can also act as support for working with Symfio. It explains how to do something in the app, warns about common mistakes and links to the relevant guides in the documentation. For problems it… Use case: Monthly commentary on results against the planInstead of comparing the income statement with the budget by hand and writing a commentary for management, ask Conrad for a finished commentary: a summary, an actual-versus-plan table and… Use case: Data quality check and mapping fixBefore the close or a management report, let Conrad go through the accounting data and mapping: it finds unmapped accounts, accounts classified against their name, missing recurring entries and…

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