📈 Business recipe
Weekly Investor Update Template AI Routine for Mac
A weekly investor update template, auto-filled from your metrics, wins, and asks, ready to review and send.
The exact prompt
Paste this into a new routine.
Draft this week's investor update from my recent meeting notes and memory. Use the classic format: a one-line TL;DR, Highlights (what shipped and what moved), Metrics (revenue, users, pipeline, anything I tracked this week), Lowlights and risks, and Asks (specific intros or help I need). Write it in a confident, honest founder voice, keep it tight, and leave clear placeholders where I need to drop in exact numbers.
Every Friday at 4:00 PM · Powerful tier
None needed, runs out of the box.
Set the schedule. Keep the default Friday 4:00 PM so the draft is ready to polish before the weekend. cron: 0 16 * * 5
Set it up
Step 02Pick the Investor Update recipe
Choose Weekly Investor Update Draft from the library, or paste the example prompt into a new routine.
Step 03Keep notes through the week
The draft draws on your local meeting notes and memory, so the richer your notes, the less you fill in by hand.
Sample output
What a run looks like.
Saved to your local output history · stays on your Mac
Investor update · week of June 9
Done
TL;DR: beta shipped, two enterprise trials started.
Metrics: [MRR], [active users], pipeline up to 6 deals.
Asks: two intros to design-tool founders, drafted.
- Who it's for
- Founders who know they should send a regular investor update but keep putting it off because the blank page is daunting.
- What lands in your morning
- A Friday-afternoon investor update drafted from your week, highlights, key metrics, lowlights, and your specific asks, in a clean format ready to review and send.
FAQ
Questions about this recipe.
Where does the investor update get its content?
From your local memory and recent meeting notes on your Mac. It drafts the narrative and leaves clear placeholders for exact metrics so you stay in control of the numbers.
Do I need any accounts connected?
No connectors are required. You can connect Gmail later to send the update, or extend the prompt to pull pipeline figures from a CRM via browser automation.
Why does it use a higher intelligence tier?
It defaults to the Smart tier because synthesizing a week into a crisp, honest narrative benefits from a stronger model. Change the tier per routine to control spend.
Is the draft private?
It is generated on your Mac from local files and saved to local output history, and it stays there until you choose to send it. Your metrics go to the AI to be written up, through Routines AI, which stores neither the prompt nor the answer, or straight to your provider on your own key.
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Run Weekly Investor Update Draft on your Mac.
Install Routines, paste the prompt, set the schedule. It runs locally and the output stays on your machine.
Step 01 · Install Routines. Download the DMG, drag to Applications, and sign in with Google once.