Strategy
Investor Update Writer Agent
Monthly investor email in the founder's voice. Combines Xero financials, PostHog product KPIs, and CRM wins into a structured update, archives to Google Drive, and drafts a ready-to-send email.
Category
Strategy
Runs
Available · Monthly
Time saved
~4 hrs/month saved
Value
~SGD $693/mo
How it works
- 1
Reads your investor list and your founder voice samples
- 2
Pulls the month's financial highlights
- 3
Pulls product KPI trends
- 4
Pulls customer wins and losses from your CRM
- 5
Drafts the update in your voice
- 6
Archives the report and emails you the draft
Tools & integrations
Xero APIClaudeNotion MCPGmail/Postmark
What you need
- Accounting in Xero, QuickBooks, or similar via API
- Product analytics from PostHog or similar via API/MCP
- Stripe for payments
- Email through Gmail or any provider via API/MCP
- Workspace in Notion + Google Drive (or any tool via API/MCP)
- Brand context files (investors.md, finance.md, brand.md, product.md, etc)
- Claude Pro, Max, or API key
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