Batch Investor Update Prep

Estimated time: about 60 seconds

This is a deterministic, two-step prep pass. It pulls last month's metrics from a data directory and drafts an investor-update template, ready for the user to review and edit. There are no review checkpoints; the agent runs both steps and returns the metrics and the draft.

Inputs: a data_dir (directory containing the finance and sales reports, used by Step 1) and an optional prior_update_path (last month's investor update, used by Step 2 for continuity). If data_dir is not provided, ask the user for it before running Step 1.

Steps

Step 1: Pull Monthly Metrics (uses: finance-report)

Run finance-report in investor-metrics-monthly mode against the data_dir, pulling the finance and sales numbers for last month into the standard monthly investor-metrics set. If this step fails (for example, the directory is missing or unreadable), halt and report the error rather than proceeding with empty metrics.

• Input: data_dir (directory with finance + sales reports)
• Output: last month's monthly investor metrics
• Key focus: pull a complete, correct metrics set; halt on error instead of drafting on bad data

Step 2: Draft the Update Template (uses: pitch-investor-email)

Run pitch-investor-email in monthly-template-draft mode using the pulled metrics and, if provided, the prior_update_path for continuity with last month's framing. Produce a draft investor-update template the user can review and edit. Return both the metrics and the draft.

• Input: metrics from Step 1, optional prior_update_path
• Output: a draft monthly investor-update template
• Key focus: a ready-to-edit template that carries continuity from the prior update

Expected Outcome

Last month's monthly metrics plus a draft investor-update template, produced in one fast pass and handed back for the user to review and finalize.