What you start with
- A folder of supplier PDFs and signed contracts
- Last month’s model, somewhere, with the numbers you need to reconcile against
- A CRM export with 40,000 rows of junk in it
- A deck template with the brand you set up once
Use cases · The board pack
Six apps and forty minutes,
or one message.
The board pack is the clearest example of work that has no output of its own. Exporting, reformatting, rebuilding the chart, fixing the fonts, keeping three documents agreeing with each other — none of that is thinking. It is the tax you pay for keeping documents in six places.
What you say
Turn the Q3 folder into a board pack — reconcile against last quarter, flag anything over 5%, and give me the memo and the deck.
One message. LumenAgent plans the run, asks before anything leaves your machine, and shows each step as it happens.
What it does
-
1
It reads the folder you point at
Every PDF, spreadsheet and document in it — on your disk, without uploading the folder anywhere. It tells you what it found before it starts.
-
2
It builds the model
Cleans the export, reconciles against the prior period and puts the variances in one sheet. You watch the cells fill in, and you can stop it or take over at any point.
-
3
It flags what moved
Anything outside the threshold you named gets called out with the source rows attached, so you can click through to why rather than taking its word.
-
4
It writes the memo
An executive narrative that reads off the model it just built — not a separate guess at the numbers.
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5
It builds the deck
Using the brand kit you already set once. The chart in the deck is the chart in the model.
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6
It exports what other people expect
PDF for the board, the workbook for whoever asks for it, the deck for the room.
What you are left holding
Real files, in the formats other people expect. Open any of them and keep working — nothing here is a screenshot of an answer.
- Q3-model.lumensheetThe reconciled model, with the source rows behind every flagged variance
- Board-memo.lumendocThe executive narrative, reading off that model
- Q3-review.lumenslidesThe deck, on your brand, with the same numbers
- Three PDFsFor the people who will only ever open a PDF
The whole run is one undo. If it took a wrong turn, one click puts every file back the way it was. Nothing is committed anywhere until you say so.
Then stop doing it by hand
A board pack is a quarterly job, which makes it the ideal thing to stop doing. Save the run as a LumenFlow, point it at next quarter’s folder, and it produces the same three documents on the same schedule. Watching for that schedule costs no AI credits — you only spend when the work actually runs.
Questions
Does my folder get uploaded?
No. The agent reads the files on your disk. When it needs a cloud model it sends the specific passages the step requires, and you can see exactly what crosses before it does.
What if it gets a number wrong?
Every flagged figure carries the source rows it came from, so you can check rather than trust. And the entire run is one undo — every file goes back the way it was.
Can I take over halfway?
Yes. The agent works in the same editors you use by hand. Click into a cell while it is running, fix it, and carry on — or stop the run and finish yourself.
How much of my allowance does this use?
A run like this spends AI credits on the reading, reconciling and writing steps. Opening the files, editing them and exporting them are free, as is every editor.