Board deck template for agencies
Copy the board deck template in Notion, adapt the fields to your programme and use the worked example to check it is complete.
Most board deck templates are too generic to use. This one is built for agencies, in Notion, and it includes the fields that actually change an AI answer: the claim, the source, the entity and the date. Copy it and fill the brackets.
Use this board deck template when you need a consistent board deck across agencies without rebuilding the structure each time. Fill every bracket; an unfilled field is a quality failure, not a style choice.
When to use it
Use it when the work repeats: a new prompt, a new client, a new market or a new engine. Do not use it for a one-off executive memo; the structure will slow you down.
The board deck template
# board deck
## Purpose
[One sentence: what this board deck is for and who uses it.]
## Inputs
- [Source 1]
- [Source 2]
- [Owner]
## Structure
1. [Section]
2. [Section]
3. [Section]
## Quality bar
- [ ] Named owner
- [ ] Source for every claim
- [ ] Updated date
- [ ] Reviewed by [role]
## Output
[Where the finished board deck lives and who approves it.]How to fill it
| Field | What good looks like | Owner |
|---|---|---|
| Purpose | One sentence, one audience | Requester |
| Inputs | Named sources, not “the team” | Owner |
| Structure | Three to five sections, no more | Editor |
| Quality bar | Every claim has a source | Reviewer |
| Output | One canonical URL | Publisher |
A worked example
For a agencies team rolling out a board deck, the first pass takes about 30 minutes. The second pass takes ten, because the structure is already there. The value is not the blank page; it is the checklist that stops the same three mistakes.
Frequently asked questions
Is this board deck template free to use?
Does it work in Notion?
Can I automate it?
Methodology and sources
- Citekit product and pricing data, 9 November 2026.
- Vendor pricing pages and product documentation, checked November 2026. Verify current pricing with each vendor before purchase.
- Public documentation for schema.org, llms.txt and the AI engines named on this page.
How Citekit compares
Citekit is measured against Profound, Scrunch AI, Otterly.AI and nine other tools in the category. The table is the short version; every comparison has a full, sourced page.
| Tool | Entry price | Engines | Best fit |
|---|---|---|---|
| Profound | from $499/mo | 4 | Enterprise teams with a dedicated analyst |
| Scrunch AI | from $250/mo | 5 | Mid-market content teams |
| Otterly.AI | from $29/mo | 4 | Small teams testing AI visibility |
Full comparisons: Profound · Scrunch AI · Otterly.AI · all 12 competitors
Citekit Research. “Board deck template for agencies (Notion, 2026).” Citekit, updated 12 October 2025. https://citekit.apps.antelligen.com/templates/board-deck-template-agencies-notion