Investor update with proof: each number in the monthly update linked to its record

How the investor update workflow will assemble forecast grades, promises kept, reliability and shipped work, check every figure against its record, and wait for your approval before it sends.

Investor update with proof is a workflow for founders writing the monthly update. It will assemble the update from the products that own the numbers: forecast grades from Sales as Code, promises kept and broken from CommitOps, reliability and shipped work from RepoOps. AI Source of Truth checks every figure against its record, and PromptCompute will hold the update until you approve it.

The AI Source of Truth figure check is live. Four parts are still to go.

The problem

An investor update is usually assembled by hand from five tools. The founder copies a pipeline number from the CRM, an uptime figure from a dashboard and a shipped list from memory, and pastes them into an email.

The numbers drift. Last month’s pipeline was counted one way and this month’s another. A figure in the update cannot be traced to where it came from, so when an investor asks about it, the founder rebuilds it from scratch. Each month starts over.

How the workflow solves it

Each product that owns a number will write its own section. Sales as Code will report how its forecasts scored, CommitOps the promises the company kept and broke, and RepoOps reliability and what shipped. Every number will link to the record it came from, with its date.

Before you see the draft, AI Source of Truth checks each figure against its record. If a figure fails the check, the approval card will show the failed figure, and the send step will wait. The update will go out only after you approve it.

Step by step

When the workflow runner ships, a run will take these steps. Present tense means the part works in its product today; “will” means it is still to build.

A run will start on the first Monday of each month.

1. Sales as Code will write the forecast section, with the month’s forecast grades.
2. CommitOps will write the promises section, with the promises kept and broken.
3. RepoOps will write the reliability and shipped work section.
4. AI Source of Truth checks each figure against its record. The check is live at aisourceoftruth.com/verify/investor-update.
5. PromptCompute will hold the update for your approval. The action to send an investor update, investor.update.send, is already in the PromptCompute catalog, so this step is wiring rather than a new action.
6. The update will send to your investor list once you approve it.

You will approve the whole update once, at step 5. If you edit a sentence on the card, the edited version is the one that will send.

What the workflow will report

Each run will report three things:

• The share of numbers with a record link. The plan sets the target at 100%.
• The hours it took to assemble the update.
• The corrections issued after sending. The target is 0.

A correction does not erase the original. AI Source of Truth records it as a new record beside the old one, so the original figure and its correction both stay on the record.

Why it matters to a founder

Investors trust a number they can click. A figure that links to its record, with a date and the product that owns it, answers the follow-up question before anyone asks it.

The other gain is the second month. Because every figure will come from the same source each time, this month’s update will build on last month’s instead of starting over, and a change in a number will reflect a change in the business rather than in how someone counted.

How to set it up

Outside the family you connect your email.

When the runner and the signed-in app ship, setup will be:

1. Sign in with PromptReports ID and pick your org.
2. Connect Sales as Code, CommitOps, RepoOps, PromptCompute and AI Source of Truth, and link your email.
3. Register the agent that will assemble the update.
4. Set the approval policy for investor.update.send to Require approval.
5. Add your investor list, keep the trigger on the first Monday of the month, and start a dry run. It will show which figures would have no record.
6. Read the draft on the approval card, fix anything, and approve it.

An agent will start the run through the PromptReports MCP server or API, with the proposed start_run tool.

Investor update with proof is on every plan. Plans are per user per month: $25 for 100 workflow requests, $50 for 500, and Enterprise above 500. There is no free tier. A monthly update is one request a month.

You can use the figure check today. On AI Source of Truth’s investor update page you paste the update, upload it, or give its URL, and it checks every figure against the log and the approval against its receipt. A figure reads verified when it is signed by a key its issuer registered and every record it names is in the log, for the same org, unsealed and uncorrected. The page is careful about what that means: a matched value “does not mean the figure is true”, only that a record carries it. The same check answers over the API. The sections that feed it are not wired together yet.

What is built today and what is planned

The workflows page lists this workflow as partly built: four of five parts are merged, and the PromptCompute approval before sending is still to go.

Built:

• AI Source of Truth links each figure of an investor update to its record and checks it (aisourceoftruth #243), live at its investor update check.
• Sales as Code gives the forecast and pipeline section for the month (Sales-Intelligence #2813).
• CommitOps gives the promises section, with promises made, kept and broken and the kept rate (commitops #153).
• RepoOps gives the shipped work and reliability section, and assembles the sections into one update (repo-dashboard #7171).

Still to go:

• The approval before sending, in PromptCompute.
• The workflow runner. No runner exists today. The plan is a durable runner service in the PromptCompute stack, with one run id across products, approvals as steps, and each run metered as one workflow request.

Read more

• Every workflow and its state
• Pricing
• The investor update check on AI Source of Truth
• Sales as Code, CommitOps, RepoOps, PromptCompute and AI Source of Truth