investor-report

Generate investor update DOCX files from Google Sheets metrics and Fireflies transcripts.

1|1|Updated Mar 13, 2026
One-click install
npx skills add https://github.com/jp-solumhealth/jpstack --skill investor-report
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investor-report
Source: https://github.com/jp-solumhealth/jpstack/tree/main/investor-report
Command: npx skills add https://github.com/jp-solumhealth/jpstack --skill investor-report

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the production of concise, investor-facing update documents by combining KPI metrics and customer conversation insights so founders can produce consistent monthly reports quickly.

Core Features & Use Cases

  • KPI aggregation: Read core metrics (MRR, ARR, clients, cash, burn, runway) from a specified Google Sheets dashboard and compute month-over-month deltas.
  • Call analysis: Pull and filter Fireflies transcripts for customer-facing meetings, extract themes, expansion and risk signals, and surface evidence for highlights and lowlights.
  • DOCX templating & validation: Render a structured DOCX exactly matching the investor update template with precise typography, bullet formatting, and run repository validation.

Quick Start

Generate an investor report for the previous calendar month using the Google Sheets KPI dashboard and Fireflies transcripts and save the DOCX to the specified output path.

Frequently Asked Questions about investor-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate investor report generation from Google Sheets and call transcripts?

Automate investor report generation by reading KPI metrics from Google Sheets and customer insights from Fireflies transcripts to produce a formatted DOCX file. This aggregates MRR, ARR, and runway data alongside call themes to create concise board updates automatically.

Can I create a board update DOCX with specific formatting like Arial 11pt and US Letter margins?

Yes, you can generate a board update DOCX with exact typography like Arial 11pt and US Letter margins. The Skill renders the document conforming strictly to your provided template and validates the file structure using a repository validation script.

What is the best way to extract customer call themes and risk signals for monthly investor updates?

Extract customer call themes and risk signals by pulling and filtering Fireflies transcripts for customer-facing meetings. The Skill analyzes these conversations to surface expansion opportunities and evidence for highlights and lowlights directly within your monthly investor updates.

Does this investor reporting tool work with Google Sheets dashboards for KPI aggregation?

Yes, this investor reporting tool works directly with Google Sheets dashboards to aggregate KPIs. It reads core metrics such as MRR, ARR, clients, cash, burn, and runway, computing month-over-month deltas to include in the final report.

How do I calculate month-over-month metrics changes for an investor email?

Calculate month-over-month metrics changes for an investor email by connecting a Google Sheets spreadsheet to the report generator. It automatically computes deltas for key metrics like MRR, ARR, and runway, embedding these financial results into the DOCX output.

What are the limitations when using Fireflies transcripts to generate investor updates?

A limitation when using Fireflies transcripts is that filtering targets customer-facing meetings specifically, requiring user-supplied fallbacks if transcript data is incomplete. The Skill relies on accessible Google Sheets and Fireflies data to successfully validate and produce the DOCX report.