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Weekly Portfolio Report

Automated signal detection for portfolio companies

Stay informed about your portfolio companies with automated weekly reports. The agent searches for news, funding announcements, leadership changes, product launches, and other signals about each company in your portfolio, then compiles everything into a comprehensive report.

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How It Works

Triggers
Weekly (scheduled)
Sources
CSV (portfolio company list)
News APIs
Press releases
Tools
SlackSlack
EmailEmail
NotionNotion
Output
Weekly portfolio report (PDF/Notion page)

Workflow

Trigger
Task
Action (needs approval)

Ready to Automate?

Duplicate this template and customize it to fit your specific workflow requirements.

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