Monthly Portfolio Updates Generator
LinkedIn
OpenAI
Relay.app Team
Steps in this workflow
Generate monthly reports on your portfolio companies by analyzing their founders' recent LinkedIn posts. Here's how it works:
- The workflow runs on a schedule you configure (e.g., monthly)
- It loops through a table of portfolio companies and their founder information
- For each company, it scrapes the founder's recent LinkedIn posts
- AI analyzes the posts to create a one-page summary of the company's focus and achievements
- You receive an email report for each portfolio company
Triggers the workflow on a configured schedule. Set this to run monthly, weekly, or at any interval that suits your reporting needs.
Creates a table containing portfolio company information including company names, founder LinkedIn profiles, and company LinkedIn pages. This table serves as the data source for generating reports on each company.
Iterates through each row in the portfolio company table. For each company, it executes the subsequent steps to gather LinkedIn data and generate a report.
Retrieves recent posts from the founder's LinkedIn profile using the URL provided in the table. The step fetches up to 10 recent posts to analyze the founder's activity and company updates.
Uses AI to analyze the founder's LinkedIn posts and generate a one-page report. The AI summarizes what the startup is currently focused on and highlights their recent achievements based on the social media activity.
Sends an email notification to your inbox containing the AI-generated report. Each email includes the company name in the subject line and the full analysis in the body.
