Smarter Week

How to automate it

How to automate “write the monthly investor or owner update”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

90 min
typically, once a month
60%
of the time can be automated
Easy
to set up

Fix 1 of 1

AI

Draft the investor update from a fixed template and your metrics

A fixed template plus AI turns a blank-page task into a 20-minute edit. Tools like Visible can also pull the metrics in for you.

Typically saves about 55% of the time15 min to set up
  1. 1Agree a fixed format: highlights, lowlights, metrics, asks.
  2. 2Each month, paste your metrics and a few bullet notes into the AI with the prompt below.
  3. 3Edit for tone and check every figure.
  4. 4Optionally keep metrics in Visible or a connected sheet so they fill in themselves.
Prompt to copy
Write this month's investor update for [COMPANY] using the format of the previous update below. Sections: highlights, lowlights, key metrics (table, with change versus last month), what we are focused on next month, and specific asks (intros, hires, advice). Be direct and honest about misses. Use only the facts and numbers I give you.

Previous update:
[PASTE]

This month's metrics and notes:
[PASTE]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Visible · Google Sheets or Excel

Quick wins

Have you tried…

Have you had AI draft the board deck or quarterly review from your numbers and last quarter's deck?
You give AI the metrics, team notes and last deck; it drafts the narrative and slide text in the same structure. You check the numbers and make the judgment calls.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

CEO / Founder

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

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Other common tasks for CEOs / Founders