Automate recurring investor updates from email, meeting transcripts, spreadsheets, CRM exports, and your existing templates. Human review stays in the workflow.
Automate monthly investor reports, JV partner reports, and recurring client updates from email, meeting transcripts, spreadsheets, CRM exports, and existing Word or PowerPoint templates. The agent gathers source material, drafts the report, flags missing information, and hands the document to a person for final review. Proven on a Melbourne property developer workflow that returned 32–40 hours a month.