Ship Investor Updates in Minutes, Not Hours

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. Connect to Stripe using the Stripe API, and register Stripe webhooks for customer.subscription.created, customer.subscription.updated, customer.subscription.deleted, invoice.payment_succeeded, and invoice.payment_failed so monthly revenue, churn, and payment-risk changes are captured continuously. 3. On the first business day of each month, pull the prior month's subscriptions, invoices, customers, refunds, disputes, failed payments, and balance activity, then calculate revenue, net revenue retention signals, expansion, contraction, churn, cash collected, and notable account movements. 4. Draft a concise investor update with sections for headline, key metrics, wins, challenges, asks, next-month priorities, and any financial caveats; personalize the tone so strong months are confident but measured and weak months are transparent with corrective actions. 5. Run this in gated_send mode: prepare the email for human review before delivery, and ask me only for Stripe credentials, investor recipient list, sender identity, and brand voice to go live.

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. Connect to QuickBooks Online using the QuickBooks Online API, and use QuickBooks webhooks for Invoice, Payment, Customer, Bill, Purchase, and Account changes so financial activity is kept current between monthly updates. 3. On the first business day of each month, pull the prior month's Profit and Loss, Balance Sheet, Cash Flow, invoices, bills, payments, expenses, and open receivables, then summarize revenue, gross margin, burn, runway, cash balance, major expense changes, and collections risk. 4. Draft a professional investor update that explains what changed, why it changed, what management is doing next, and which numbers need founder confirmation before sending. 5. Run this in gated_send mode: do not send until I approve every metric and forward-looking statement, and ask me only for QuickBooks credentials, investor recipient list, sender identity, and preferred brand tone to go live.

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. Connect to HubSpot using the HubSpot API, and use HubSpot workflow webhooks or CRM object webhooks for deals, companies, contacts, and tickets so pipeline and customer activity changes are available for the update. 3. On the first business day of each month, pull the prior month's deal pipeline, closed-won deals, closed-lost deals, new qualified opportunities, stage conversion, forecasted revenue, top accounts, churn-risk notes, and customer support signals from HubSpot. 4. Draft an investor update that turns the CRM data into a clear narrative around growth, sales efficiency, customer momentum, risks, asks, and next-month priorities, with careful wording for forecasts and uncertain opportunities. 5. Run this in gated_send mode: queue the draft for approval before delivery, and ask me only for HubSpot credentials, investor recipient list, sender identity, and company brand voice to go live.