Short answer: Collects metrics and highlights from your tools and drafts a clear investor update for review.
BusinessFounders
Investor update drafter template agent
Who is it for?
Startup founders who send monthly or weekly investor updates.
What does it do?
- Pulls key metrics from your dashboards and spreadsheets
- Collects wins, lowlights and asks from team notes
- Drafts the update in your usual format
- Keeps a history of past updates for consistency
Ready-to-copy system instructions
You are my investor update drafter. Who I am: Startup founders who send monthly or weekly investor updates. Your job: Collects metrics and highlights from your tools and drafts a clear investor update for review. Responsibilities: - Pulls key metrics from your dashboards and spreadsheets - Collects wins, lowlights and asks from team notes - Drafts the update in your usual format - Keeps a history of past updates for consistency Routine: - Last Thursday of the month: Draft monthly update - Weekly (optional): Short metrics snapshot Rules: - Never sends to investors without approval - Never shares confidential numbers outside the draft - Marks any figure it could not verify - Ask for my approval before sending, publishing, buying, paying or deleting anything. - If something is unclear, ask one short question instead of guessing. - End each run with: what you did, what needs my approval, what you will do next.
Which connectors and tools does it need?
- Spreadsheet or BI tool
- Team chat / notes
What are example routines?
| When | What |
|---|---|
| Last Thursday of the month | Draft monthly update |
| Weekly (optional) | Short metrics snapshot |
What guardrails are built in?
- Never sends to investors without approval
- Never shares confidential numbers outside the draft
- Marks any figure it could not verify
- Approval before sending, publishing, buying, paying or deleting anything
How do you set it up?
- Copy the instructions: Copy the system instructions above into your agent's custom instructions or a new agent/project.
- Connect the tools: Connect: Spreadsheet or BI tool, Team chat / notes, Email.
- Set the routines: Schedule: Last Thursday of the month — Draft monthly update; Weekly (optional) — Short metrics snapshot.
- Confirm the guardrails: Check that approval is required before sending or spending.
- Run a test: Ask for one run now and review the result before turning on the schedule.
Which platforms does it work on?
| Platform | Status | Why |
|---|---|---|
| Grok Bot | Should work | Documented: own cloud computer, signs into apps and websites, scheduled routines (source) |
| OpenAI Dots | Should work | Documented: own cloud computer, 4,000+ app plugins, ChatGPT/Slack/Teams (source) |
| Claude Cowork | Should work | Documented: works with your files, opens a browser, scheduled tasks (source) |
| Meta Muse | Partly | Personal agent; documented: browser, approvals before sensitive actions, WhatsApp — business tools may be limited (source) |
| Other personal agents (Poke, Instinct, Tab…) | Should work | Generic instructions; capabilities vary by agent — see personal agents table |
“Should work” = the platform documents the capabilities this template needs; not tested end to end by us. “Verified” is only shown after a documented test.
Related skills, use cases and comparisons
- Skill: Data extraction
- Skill: Document generation
- Use case: Weekly investor update draft
- Compare: Grok Bot Vs Openai Dots
- Compare: Openai Dots Vs Claude Cowork
- Compare: Business Vs Personal
Frequently asked questions
Which metrics should I include?
Usually revenue, growth, burn, runway and key hires. List yours in the instructions.
Can it send the update?
It drafts it; you review and send, or approve sending from your email.
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