📈 business recipe
Weekly Investor Update Draft AI Routine for Mac
Draft a weekly investor update from your metrics, wins, and asks, ready to review and send.
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.
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.
Schedule
Every Friday at 4:00 PM
cron: 0 16 * * 5
Intelligence
Powerful tier
Set per routine to control spend.
Required connectors
None needed, runs out of the box.
Set it up
Running in under a minute.
Step 01
Install Routines
Download the DMG, drag to Applications, and sign in with Google once.
Step 02
Pick the Investor Update recipe
Choose Weekly Investor Update Draft from the library, or paste the example prompt into a new routine.
Step 03
Keep 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.
Step 04
Set the schedule
Keep the default Friday 4:00 PM so the draft is ready to polish before the weekend.
Sample output
What a run looks like.
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.
Saved to your local output history · never uploaded
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?
Yes. It is generated on your Mac from local files and saved to local output history. Your metrics and update never leave your machine until you choose to send it.
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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.
Download