Before the board
Build the board deck
Turns your sheets and notes into a first-draft board deck in Slides.
Investor update agentKeep investors close without the dread.
On the first of the month it reads your metrics sheet and your notes doc. It writes the update in your usual shape and saves it as a Gmail draft. You add the story and send.
Your first signup includes $50 in free credits.
Monthly · 1st, 9:00
Write the monthly investor update
- Reads
- Metrics sheet, notes doc
- Grows
- A draft update
- Lands in
- Gmail draft
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
On the first of each month, read my metrics sheet and my notes doc. Write an investor update: highlights, numbers, lowlights, and what we need help with. Save it as a draft.
TulipFarm
I made an agent called Investor update and a monthly workflow. It reads Sheets and Docs. Saving the draft asks you first. Activate it?
ActivateEdit first
One month, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Schedule
The 1st of each month at 9:00
Run startedStarted - Reads
Last month and this month in Google Sheets
12 metrics - Reads
Your notes in Google Docs
1 doc - Writes
The update, using your update skill
1 draft - Asks first
Save the draft in Gmail
Approved - Saves
Draft in Gmail
Draft readyCompleted
The draft in your Gmail.
Numbers come straight from your sheet. The story is a first pass for you to improve.
Draft- To
- Your investors
- Subject
- Update · last month
Highlights: we shipped the new onboarding, signed two pilots and cut our response time. Numbers below come from our sheet.
Lowlights: one launch slipped by a week. Cash and runway are unchanged in the table.
Where we need help: introductions to teams that run a similar workflow.
What gets planted.
Three parts you own and can change at any time.
- Agent
Investor update
Reads your numbers and writes the draft.
- Skill
Update shape
Your sections, in your order, in your tone.
- Workflow
Monthly
Runs on the first of the month.
Uses
- Google Sheets
- Gmail
- Google Docs
Add if you use it
Slack
HubSpot
It reads quietly. It asks before it acts.
Reads without asking
- Your metrics sheet
- Your notes doc for the month
Asks you first
- Saving the draft
- Sending the email
It uses your own connections, so it never sees more than you can.
Grow it your way.
Compare to plan
Add a plan column and let the draft say where you are ahead or behind.
Ask for intros
Keep a list of asks in the notes doc, and the draft picks the top three.
Share a deck
Link a Slides deck as a second page of detail.
Questions, answered.
Does it invent numbers?
No. Numbers come from your sheet. If a cell is empty, the draft says so.
Who gets the email?
Nobody until you send it. It saves a draft. Sending asks you first.
Can it keep my tone?
Yes. Put a past update in the update skill as an example.
Fridays · 15:00
Post the weekly company update
Gathers wins and blockers from the team and posts one update on Friday.
Fridays · 15:00
Send the weekly finance note
A short Friday note on cash, spend and what to watch, drafted for you.
The update, already started.
Public beta, open to everyone. Your first signup includes $50 in free credits.