Automation for assistants and chiefs of staff · Runs on the 27th of every month at 09:00
Investor update for your principal
A drafted monthly investor update written in your principal's voice. Your assistant runs it on the 27th of every month at 09:00 and tells you when something needs your attention.
Investor update for your principal — Sep 27
Automation run • Sep 27
Investor update for your principal
Output
Sol, here is the draft September investor update prepared for Maya. The draft email is waiting in your drafts folder for you and Maya to review.
Items to confirm before sending
- Final September net revenue and month-end cash balance from Theo Marsh
- Final offer decision for the senior ecommerce engineer position
Draft Subject: Harbor & Pine September update
Hi Hale,
Here is our update on Harbor & Pine for September.
Highlights
- Engineering: On the Linear Web team, Ezra Holt and Mira Sand closed out checkout updates in the harborpine/storefront GitHub repository to prep for fourth-quarter volume.
- Wholesale: Cal Brook sent a formal proposal to Driftline Supply Co for $18,400 and completed discovery with Kestrel & Finch for $9,600.
- Team: Juno Pell advanced two strong senior ecommerce engineer candidates, Ines Calloway and Teo Brandt, to final interviews with Ezra Holt.
Lowlights and challenges
- The Saltmarsh General wholesale opportunity ($6,200) has been quiet since August 20. Cal is pausing follow-ups until next month.
- Portland store manager recruiting is moving slower than targeted, with Lena Vale still evaluating Dara Finch and Leo Marsh.
Financials and asks
- Theo Marsh is closing the September books this week and will confirm final cash runway figures shortly.
- We would welcome introductions to retail founders who manage regional wholesale partnerships.
Best, Maya
Automation steps. Your assistant follows these 4 steps each time it runs, using your connected email and calendar.
- 01
A few days before month end, draft the update my principal owes investors from what actually happened: what shipped, how the key metrics moved, new hires, notable wins, and lowlights worth being honest about.
- 02
Match the structure and voice of their previous updates.
- 03
Flag anything that needs a real number or a judgment call I can't infer, such as exact revenue or fundraising status, rather than guessing.
- 04
Give me a near-final draft and a short note of what to confirm.
Adjust the automation in chat
Tell your assistant what to do differently and it sets up that version for you.
- Include a dedicated section for inventory updates on top sellers.
- Only include wholesale deals with values greater than $10,000.
- Draft the update addressed to both Hale Morrow and Edith Shore.
Results arrive as a message from your assistant. Each run posts to your conversation with your assistant, and can email you too. The automation keeps a log in your knowledge base and reads it before each run to see what has changed.
Adjustable schedule
Runs on the 27th of every month at 09:00 by default. Pick another time when you add it, or ask in chat for a custom schedule.
Only useful reports
When nothing needs attention, the run says so in a line or stays quiet. When there are findings, you get them with a link to the full run.
What it does on its own
Drafts the update from recent milestones and metrics. Every draft waits for your principal to send. An automated run has no tool that sends, posts, shares, or deletes anything.
This automation reads your email and calendar. Connect Google Workspace or Microsoft 365 to Fieldwork. The automation uses whichever you connect. It also uses your tasks, code, files when connected.
More automations for assistants and chiefs of staff.
Questions about this automation.
- How do I set this up?
- Go to the Agents page in Fieldwork, locate this automation in your assistant library, and select Add. The setup card will help you connect Google Workspace or Microsoft 365, along with your task and code tools, and it begins running on the 27th of each month at 9:00 AM unless you choose a different time.
- What happens automatically and what requires approval?
- Fieldwork scans your recent tasks, code milestones, and files to prepare the draft update. It never sends messages, contacts investors, or edits records, so the draft sits safely in your principal's drafts folder until they choose to send it.
- Where do I receive the completed draft?
- Your assistant shares the full draft and review notes directly in your conversation, and it can also send a copy to your email. If there are no recent updates or changes to report, it informs you briefly or remains quiet.
- Can I run this draft early if our investor meeting moves up?
- Yes, you can request an immediate draft in chat whenever you need it ahead of the scheduled run on the 27th. You can also ask your assistant in chat to adjust which milestones or metrics it prioritizes.
Security first
No training on your data
Neither we nor our model providers train on your data. Inference runs with zero retention wherever the provider supports it.
Access
Agents only see what the person asking can see. Conversations, files, apps and connections stay private until shared, and admins have no way into conversations.
Encryption and isolation
Data is encrypted at rest and in transit. Each user's code runs in its own microVM, and secrets reach models by name only.
Continuity
Continuous backups, replicated to a second region. Data is exported on request and deleted within 30 days of a contract's end.