Recipes
Pre-built, machine-readable YAML recipes that orchestrate common I'mBoard agent workflows — financial updates, pipeline syncs, and investor updates.
Recipes are versioned, machine-readable specifications that describe how an AI agent should orchestrate a multi-step workflow against the I'mBoard API. Each recipe is the contract between an agent and the product: point your agent at a recipe and it knows which endpoints to call, in what order, with what inputs — without you hand-writing API calls.
How recipes are published
Each recipe ships in two forms:
- Human-readable page (these docs) — the use case, the YAML, and an example agent prompt.
- Machine-readable JSON — served at
/api/recipe/{name}/and indexed at/api/recipe-index/index.jsonso agent crawlers can discover the full library.
The YAML source lives in the docs repo under content/recipes/{name}.yaml. When a recipe changes, agents pick up the new behavior on their next run.
Available recipes
| Recipe | Persona | Cadence |
|---|---|---|
| Monthly Investor Update | Founder's agent | Monthly |
Board Financial Update (/api/recipe/financial-update/) | CFO's agent | Weekly |
Sales Pipeline Update (/api/recipe/sales-pipeline-update/) | VP Sales's agent | Weekly |
Recipe schema
Every recipe shares the same shape:
name,title,version,description— identity and summary.trigger—scheduleand a human description of when to run.inputs— typed parameters the agent must collect (name,type,description,required).sources— where the agent can pull each input from.steps— ordered actions, each with anaction,description, and optionalapi_call.output— the resulting resourceschemaand itsfields.
When a step depends on an endpoint that does not exist yet, the recipe says so explicitly in a note and instructs the agent to prepare the payload for a human rather than call a fabricated endpoint.
Rule of 40
Composite SaaS health score that sums the company's revenue growth rate and a profitability proxy (commonly EBITDA margin or free-cash-flow margin) into a single percentage. Originally articulated by Brad Feld in 2015 and codified by the SaaS Metrics Standards Board, the rule frames the growth-vs-profitability tradeoff: a company growing at 60% with a −20% margin scores 40, equal to a company growing at 20% with a +20% margin. The board reads it to sanity-check whether growth is being bought at unhealthy burn or whether margin discipline is constraining growth too far. Common pitfall: which profitability proxy is used materially changes the score (FCF margin is the strictest, EBITDA more flattering, "operating margin" inconsistently defined), so pick one and disclose it next to the number. — Operations KPI anchored to SaaS Metrics Standards Board.
Monthly Investor Update
Recipe for a founder's AI agent to draft and send a structured monthly investor update via the I'mBoard API — no manual drafting in the UI.