AI AGENTS
Monthly investor update drafter from warehouse
Monthly, compiles the headline KPIs from Snowflake into the standard investor-update format, drafts the highlights-and-lowlights narrative.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule, first business day
- ActionPull headline metrics + MoM deltasSnowflake
- LogicSplit into highlights vs lowlights
- ActionDraft update narrative + metrics tableOpenAI
- OutputCreate Gmail draft to investor listGmail
What it does
Drafts the monthly investor update without the founder staring at a blank page. It reads the headline numbers, fills the recurring update template (highlights, lowlights, asks, key metrics table), and writes a ready-to-edit Gmail draft addressed to the investor list, in the founder's usual voice.
When to use it
Use it when the monthly update slips because writing it is a chore. The output is a draft, never an auto-send, so the founder keeps final control of tone and the asks.
How it works
- 1A monthly schedule triggers on the first business day.
- 2Snowflake returns the headline metrics plus month-over-month deltas.
- 3A logic step splits metrics into highlights and lowlights by movement.
- 4OpenAI writes the narrative sections and renders the metrics table in the standard template.
- 5A Gmail draft to the investor list is created and left unsent for founder review.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.