Master record - Is it possible?

We create a lot of documents for our clients. We have various boards that contain dif bits of data. The idea of a master record is to have one board that pulls the needed data points from other boards. But, if we are to do this, I don’t want to have a bunch of mirror columns and formulas that are not accessible by email templates, etc. It needs to be real data sitting on that board. With that in hand, we can work towards mail merge processes etc. Guidance is appreciated.