Investor report automation
A monthly job for a fund that reports to its LPs. It reads the portfolio sheet and each investor's allocation, drafts the month's narrative, assembles a personal report per investor and sends it from Gmail, logging every send.
- Trigger
- 1st of the month
- Saved
- about 20 hours a month
- Source
- Google Sheets
- Send
- Gmail, one per investor
Why it exists
Monthly LP updates take 10 to 20 hours by hand: pulling numbers from several sheets, formatting, personalising each one by allocation and sending them one at a time. Tedious, and easy to get a number wrong.
How it runs
Trigger
Runs on the first of the month. Nobody has to remember.
Portfolio
Reads performance, company updates, valuations and notable events from the master sheet.
Allocations
Reads each investor's ownership and holdings from a separate tab.
Narrative
Claude turns the numbers and events into a short plain summary: what happened, what it means, what's next.
Assemble
Each investor gets a report with their own allocation and figures plus the narrative.
Send
Emails go out from Gmail with a personal greeting and subject.
Log
Every send is recorded: who, when, which version.
What came out of it
The report goes out on the first, every month, with each investor's own numbers and no copy paste in between.
Notes
Built to prove the pattern, not running for a fund yet. For a real fund I'd put a review step in front of the send so a person reads the narrative before investors do. It's one node.
Stack
- n8n
- Google Sheets
- Claude API
- Gmail
Want something like this built?
Tell me what you're trying to automate. Most things can be built in a week or two.