What Can You Do With This Automation?
Never miss an investor update again. This automation compiles your metrics and generates professional updates on schedule.
Metric Collection: Pull KPIs from Stripe, analytics, and CRM automatically
AI Writing: Generate executive summary and highlights with AI
Consistent Format: Professional template that builds trust
Scheduled Delivery: Send on the same day each month
Engagement Tracking: Know who opened and clicked
Automation Flow
| Trigger | Actions |
|---|---|
| Monthly schedule (1st of month) | Gather metrics from connected tools |
| Metrics collected | AI generate summary and highlights |
| Draft ready | Create Google Doc, send for founder review |
| Approved | Send to investor list via email |
| 3 days after send | Generate engagement report |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Connect your metrics sources (Stripe, analytics)
Add your investor email list
Enable the toggle to activate