PPromptReports
Use cases/Investor update with proof

Investor update with proof

Partly builtLDG-2278Sales as CodeCommitOpsRepoOpsPromptComputeAI Source of Truth

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

Use case

Investor update with proof: a workflow across Sales as Code, CommitOps, RepoOps, PromptCompute, AI Source of Truth that starts from the first Monday of each month.

Who would use it

Founders writing the monthly investor update.

What value it provides

Forecast grades, promises kept, reliability and shipped work, each number linked to its record, checked and approved before it is sent.

Why it matters to the user

Investors trust a number they can click. Each month's update builds on the last instead of starting over.

The problem

Investor updates are assembled by hand from five tools, and the numbers drift from one month to the next.

Expected outcomes

  • Numbers with a record link: target 100%
  • Hours to assemble the update
  • Corrections issued after sending: target 0

Each run records its outcome as met, not met or not measured.

How it runs

1. Forecast grades for the monthSales as CodePlanned
2. Promises kept and brokenCommitOpsPlanned
3. Reliability and shipped workRepoOpsPlanned
4. Check each figure against its recordAI Source of TruthBuilt
5. A person approves the updatePromptComputeBuilt
6. Send itPromptReportsPlanned

Products and connections

ProductRole in this workflowDocs
Sales as CodeForecast grades for the monthReference · Sales as Code docs
CommitOpsPromises kept and brokenReference · CommitOps docs
RepoOpsReliability and shipped workReference · RepoOps docs
PromptComputeA person approves the updateReference · PromptCompute docs
AI Source of TruthCheck each figure against its recordReference · AI Source of Truth docs

Outside the family: Your email.

What a person approves

ActionDefault risk
investor.update.sendhigh

Action keys are from the PromptCompute catalog.

How to access it from an agent

An agent will run this workflow through the PromptReports MCP server or API, with an ID agent token. The runner will then call each product for it. Proposed

// MCP: https://mcp.promptreports.ai/mcp (Proposed)
start_run({
  workflow: "investor-update",
  inputs: { "month": "2026-10", "recipients": "Investor list" },
  dry_run: false
})
// returns { run_id, status: "running", approvals_url }
get_run({ run_id })   // poll, or subscribe to run events
curl -X POST https://api.promptreports.ai/v1/runs \
  -H "Authorization: Bearer $PROMPTREPORTS_AGENT_TOKEN" \
  -d '{"workflow":"investor-update"}'

Or call the products yourself, step by step:

ProductEndpointTools
Sales as CodeTo confirmto confirm
CommitOpshttps://commitops.ai/api/mcpwhoami list_assertions get_assertion promised_not_started
RepoOpshttps://mcp.repoops.ai/mcpsearch_brain get_pre_edit_context propose_brain_entry get_incident_attribution
PromptComputehttps://mcp.promptcompute.ai/mcprequest_approval get_approval cancel_approval answer_approver
AI Source of Truthhttps://aisourceoftruth.com/v1/family/factsto confirm

Set it up

  1. Sign in at app.promptreports.ai with PromptReports ID, and pick your org.
  2. Connect Sales as Code, CommitOps, RepoOps, PromptCompute, AI Source of Truth on the Connections page. Link Your email through the product that uses it.
  3. Register the agent that will run it on the Agents page, and give it a version manifest.
  4. Set the approval policy for investor.update.send. Start with Require approval; critical actions are never auto.
  5. Fill in the inputs (Month, Recipients) and choose the trigger: the first Monday of each month.
  6. Start a dry run. It will count no workflow request, and it shows which steps would record missing evidence.
  7. Start the run. Approve each gate in the approvals inbox, then read the signed record when it ends.