Monthly Portfolio Newsletter Drafter
LinkedIn
Perplexity
Relay.app Team
Steps in this workflow
Automatically generate a monthly newsletter showcasing your portfolio companies' recent achievements and milestones. The workflow gathers information from founders' LinkedIn posts and performs web research to find important events like fundraises, product launches, and customer announcements. Using AI, it compiles this information into a professionally written newsletter draft. The final output is saved as a Google Doc that you can review and customize before sending to your investors.
Runs automatically on a scheduled basis to start the newsletter creation process. The schedule frequency should be configured to match your newsletter cadence.
Creates a table containing portfolio company information including company names, websites, and founder LinkedIn profiles. This table serves as the data source for researching each company.
Processes each portfolio company from the table in parallel. For every company, it executes the research steps to gather recent updates and achievements.
Retrieves recent posts from the founder's LinkedIn profile using the provided URL. These posts help identify company updates and milestones shared by the founder.
Performs web research to find important events from the past month including fundraises, product launches, and customer announcements. The AI searches for relevant news and updates about the company.
Generates a newsletter draft using AI based on the collected LinkedIn posts and web research findings. The AI compiles all portfolio company updates into a cohesive narrative highlighting their achievements.
Creates a new Google Doc containing the AI-generated newsletter content. The document is saved to a specified folder with a title that includes the current date.
