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Prepare Your Monthly Investor Update

On the first Monday of each month, WebRun opens Xero and your metrics sheet, pulls MRR, revenue, burn rate, cash runway, and key operational numbers, drafts a professional investor update email in Gmail, and leaves it for you to review and send.

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Runs on WebRun · Strict Lockdown policy
First Monday of every month at 7:00 AM WebRunorchestrates each step
1 Xero pull financial metrics
2 Google Sheets read operational KPIs
3 Gmail draft the investor update
In short

How can I automatically prepare my monthly investor metrics email?

On the first Monday of each month, WebRun opens Xero and your Google Sheets metrics sheet, pulls MRR, revenue, burn rate, cash runway, and key operational numbers, drafts a professional investor update email in Gmail, and leaves it ready for you to personalise and send.

  • Investor update drafted automatically - you personalise and send
  • MRR, burn rate, and runway pulled from live Xero data
  • No more manual metrics gathering before board meetings

Built for startup founders · CEOs · CFOs · investor relations teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens go.xero.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Xero - pull financial metrics
    xero.com
    WebRun in Xero: pull financial metrics
    WebRun opens Xero to pull financial metrics.
    • Open Xero and run the Profit & Loss and Balance Sheet for the prior month
    • Capture revenue, gross margin, operating expenses, net profit, cash on hand, and accounts receivable
    • Calculate monthly burn rate and estimated runway from the balance sheet

    Done when All financial metrics for the prior month are captured and calculated.

  3. 2
    Google Sheets - read operational KPIs
    google.com
    WebRun in Google Sheets: read operational KPIs
    WebRun opens Google Sheets to read operational KPIs.
    • Open the KPI tracker sheet
    • Read operational metrics: MRR, churn, new customers, headcount, and any custom KPIs you track
    • Note any significant milestones or changes from the prior month

    Done when All operational KPIs for the month are captured alongside the financial metrics.

  4. 3
    Gmail - draft the investor update
    gmail.com
    WebRun in Gmail: draft the investor update
    WebRun opens Gmail to draft the investor update.
    • Draft a professional investor update using a narrative structure: highlights, financials, KPIs, and outlook
    • Insert all captured figures and flag placeholders where personal commentary should go
    • Save as a draft - do not send

    Done when A polished investor update draft is waiting in Gmail for your review and personal additions.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
go.xero.com
ScheduleRuns automatically on this cadence
First Monday of every month at 7:00 AM
DeliveryHow each run's result reaches you
Investor draft · Gmail
OutputWhat each run produces - A complete investor metrics email draft in Gmail, with financial and operational KPIs filled in and placeholders for your narrative.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the email to my investors automatically?

Never. The update is saved as a Gmail draft. You review, add your personal commentary, and send it yourself.

Can I use my own email template?

Yes. Share your preferred structure or a past update with WebRun and it will follow your format every month.

What if some KPIs are missing from the sheet?

WebRun will draft the email with the data it finds and clearly mark any missing figures with a placeholder so you can fill them in before sending.

Keep going

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