Money automation · Runs every month
Draft the investor update.
Revenue, cash, progress, and problems, ready for your review. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Draft the investor update — Sep 1
Automation run • Sep 1
Draft the investor update
Output
Revenue rose 20%, but cash fell $30,000 and estimated runway shortened by one month.
Harbor & Pine’s September update covers August's completed results. The draft below is in Maya's drafts folder. Nothing was sent.
Subject: Harbor & Pine investor update | September 2026
Hi everyone,
August revenue reached $120,000, up from $100,000 in July. Month-end cash was $180,000, down from $210,000. Estimated runway fell from seven months to six, assuming net cash burn stays at $30,000 monthly with no new financing.
We completed the Portland fulfillment checklist and decided to prioritize fall inventory purchases. Supplier delivery uncertainty remains our main problem. [Confirm affected products and expected delivery dates.]
No confirmed hires or departures appeared in the email and calendar records reviewed. [Confirm staffing changes.]
This month: [Add September priorities and any investor asks.]
Thanks, Maya
Review note: The previous update was unavailable, so its structure and tone could not be matched. This draft uses a concise financial summary followed by progress, problems, and next steps.
Automation steps. The agent follows these 6 steps each time it runs, using your connected email and calendar and accounting.
- 1
Draft this month's investor update.
- 2
Use my accounting system for revenue, cash, runway, and changes in those figures.
- 3
Use my email and calendar for completed work, decisions, hires, departures, and current problems.
- 4
Follow the structure and tone of my last update.
- 5
Use clear placeholders for information you cannot find.
- 6
Draft everything for my review and don't send anything until I approve it.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Match the update I provide.
- Use trailing three-month cash burn.
- Add a section for investor asks.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Drafts for your review
Messages for other people wait in your own drafts folder. An automated run has no tool that sends, posts, or replies.
This automation reads your email and calendar and accounting. Connect Google Workspace or Microsoft 365 for your email and calendar and Xero, Business Central, or QuickBooks for your accounting to Fieldwork.
More automations for money.
Questions about this automation.
- What do I connect?
- Connect both accounting and email/calendar, such as Xero and Google Workspace. Run in chat or choose monthly, on the 1st at 9 AM.
- Will it send the update?
- No. It saves a draft in your mailbox for your review and manual sending.
- Can I change the format?
- Ask in chat for your preferred sections and tone, then request a schedule using those changes.
- How does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
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