Investor Update Composer
Closes the books on the prior month by pulling invoice data from your accounting platform, computing Net Orders, Net Sales, Average Ticket and YTD growth, and rendering a Google Sheets report with tag, country, and product breakdowns. The agent emails the draft to the founder for review, waits for approval, and then sends the finalized update to a configured investor distribution list. Tracks which months have already been reported so monthly runs never duplicate.
Agent snapshot
Built for e commerce retail work, not a generic template.
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template use
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catalog views
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integrations used
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labels matched
Sample input
Build an agent to investor Update Composer. Use Xero, Google Sheets, and Gmail. Focus on operations. Return a ready-to-review result after each run.
Sample output
On the 1st of each month, pulls invoice data from Xero, builds a Google Sheets report with country and product breakdowns, sends it to you for sign-off, and distributes the approved update to your investor list.
Workflow brief
Where Investor Update Composer fits in a e commerce retail automation system
Investor Update Composer is designed for a specific recurring job: closes the books on the prior month by pulling invoice data from your accounting platform, computing Net Orders, Net Sales, Average Ticket and YTD growth, and rendering a Google Sheets report with tag, country, and product breakdowns. The agent emails the draft to the founder for review, waits for approval, and then sends the finalized update to a configured investor distribution list. Tracks which months have already been reported so monthly runs never duplicate. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Xero, Google Sheets, and Gmail as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
On the 1st of each month at 09:00 local time, determine the reporting month as the previous calendar month
Check the agent database — if the month has already been reported, exit; otherwise reserve the slot
Pull all invoices issued and paid in the reporting month from the connected accounting platform
Aggregate Net Orders, Net Sales, Average Ticket, and compute MoM and YTD comparisons against prior periods
Create a Google Sheets report with a summary tab and breakdown tabs by tag, country, and product
Email the founder the sheet link and a short HTML summary, then wait up to 48 hours for an approve/reject reply
Integrations used
Investor Update Composer connects Xero, Google Sheets, and Gmail.
Xero
Connected in this agent
Google Sheets
Connected in this agent
Gmail
Connected in this agent
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Plans start at €20/mo