Investor Updates Extractor

Extract key metrics from investor update emails and track them in Google Sheets
Created by
Relay.app logoRelay.app Team
Relay.app screenshot of: Investor Updates Extractor

Steps in this workflow

1
Gmail logo
Email received
2
Relay.app logo
Extract with AI
3
Google Sheets logo
Add row to sheet

Automatically extract and track key metrics from investor update emails in a spreadsheet. Here's how it works:

  • The workflow triggers when you receive an email containing "investor" and "update" in the subject line
  • AI automatically extracts company name, ARR, growth rate, and notable updates from the email
  • The extracted information is added to your Google Sheets for easy tracking and analysis
  • Perfect for VCs and investors who want to organize portfolio company updates
1
Gmail logo
Email received

Monitors your Gmail inbox for emails containing "investor" and "update" in the subject line. The trigger can be configured to only activate for the first email in a conversation thread to avoid duplicates.

Relay.app screenshot of: Email received
2
Extract with AI

Uses AI to extract key information from the investor update email including company name, current ARR, ARR growth rate, and notable launches or updates. If any information is not found in the email, it will be marked as "N/A".

Prompt used
Please extract the following details from the investor update: - Company Name - Current ARR - ARR growth rate - Notable launches or updates If anything is not included in the update, simply write "N/A"
Relay.app screenshot of: Extract with AI
3
Google Sheets logo
Add row to sheet

Adds the extracted company information as a new row in your Google Sheets spreadsheet. You can configure whether to add new rows at the top or bottom of the sheet for your preferred organization.

Relay.app screenshot of: Add row to sheet