Investor Update Auto-Draft
Investor Update Auto-Draft is a routine your Townie AI assistant runs on your update cadence: it rereads your last update, gathers what changed this period — metrics, shipped milestones, hires, pipeline — and drafts the update in your voice, with missing numbers marked rather than invented. You always send it yourself.
See it work: the update 90% done before you sit down
Send your investor update without starting from scratch
Anchored on last month's update, so it reports progress — not a fresh story.
How this routine works
Gmail
Google Drive
Google Sheets
Outlook
Google Docs
Notion
QuickBooks
LinearIt runs on your cadence
Monthly, quarterly, whatever you've promised investors — or on demand when a board member asks early. If nothing material changed, it says so instead of padding.
It reads last month before this month
The prior update first — the metrics you reported, the open asks, every "next period" commitment — then this period's milestones, metric values, hires, and pipeline from your email, sheets, and docs.
You make the final edit
The draft lands in your voice with a short summary: the headline, what still needs a number, and the open asks. It never emails investors — that stays yours.
Investor Update Auto-Draft FAQ
It's a routine your Townie AI assistant runs when your recurring investor update is due: it rereads your last update, gathers what changed this period — metrics, shipped milestones, hires, fundraising and customer wins — and drafts the new update in your voice, about 90% done. You do the final edit and you send it; it never emails investors.
No — drafting and handing back is the whole design. The update saves as a draft for you, and access is scoped to the accounts you connect. Read more in our security overview.
It never invents a number or a milestone. Anything it can't verify is marked "(needs number)" in the draft and listed in the summary, so you know exactly what to fill in before sending.
Plainly. Candor on misses reads as strength to investors, so it writes the miss first and the plan underneath — no hype, no hedging, and every "next period" promise from the last update addressed as done, in progress, or dropped with a reason.
Your email, where past updates and customer wins live, plus wherever your metrics sit — a spreadsheet or dashboard export — and your docs for milestone context. It adapts to whatever you actually use.
Yes — keep your existing format, add sections your investors expect, or switch cadence. Tell your assistant once and every future draft follows the new shape.
