📈 Investor Update Automation with AI

An automation that pulls your key metrics into a clean monthly investor update.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Every month

Schedule

Then 1

Write with AI

Taskade AI

Then 2

Add Task

Taskade

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Investors back founders who communicate. This automation pulls your key metrics into a clean monthly update — revenue, growth, asks — so a founder keeps backers informed in fifteen minutes instead of half a day. Connect your numbers and it drafts the update.

What's Included

  • Metrics pull: your KPIs gathered into one update, refreshed by triggers.
  • Draft agent: an custom AI agents writes the narrative around your numbers.
  • Consistent format: the same clean layout every month.
  • Update archive: every past update searchable in one place.
  • Ask tracking: keep your investor asks and intros in view.

How To Use

  1. Clone the system and connect your metrics.
  2. Let the custom AI agents draft the narrative.
  3. Add your asks and highlights.
  4. Review and send.
  5. Keep investors close without the time sink.

See founder systems in the Community Gallery or open the pitch-deck generator.