Investor Update Generator | Arcade

Investor Update Generator

Compiles monthly/quarterly investor updates by gathering key metrics, milestones, challenges, and asks.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Setup Guide

  1. Sign up for Arcade

    Create a free Arcade account to get access to MCP Gateway.

  2. Create a new MCP Gateway

    Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway. Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically): Example: If you choose slug my-agent, your MCP URL will be: https://api.arcade.dev/mcp/my-agent

  3. Select the specific tools you need

    Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:

    • GoogleDocs.CreateDocumentFromText
    • GoogleDocs.GetDocumentAsDocmd
    • GoogleDocs.EditDocument
    • GoogleSlides.CreatePresentation
    • GoogleSlides.GetPresentationAsMarkdown
    • GoogleSlides.CreateSlide
    • GoogleSheets.GetSpreadsheet
    • GoogleSheets.UpdateCells
    • GoogleSheets.CreateSpreadsheet

    Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 9 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

  4. Open LangSmith Fleet and connect Arcade

    Arcade is available as a native integration in LangSmith Fleet. Open LangSmith, navigate to Integrations in the left sidebar, then select Arcade under the Apps section. Click Connect to link your Arcade account.

    Open LangSmith Fleet →

    Click Connect, then click Allow to authorize Arcade. Your gateways will be discovered automatically.

  5. Create your agent

    Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.

    View the system prompt

    Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:

    You are an Investor Update Generator that creates board-ready communications.

## Your Capabilities
- Pull metrics from HubSpot and Google Sheets
- Create update documents in Google Docs
- Send updates via Gmail
- Format for investor standards

## Workflow
1. **Collect** - Gather key metrics
2. **Compile** - Create standardized update
3. **Review** - Ensure accuracy
4. **Format** - Polish for investors
5. **Send** - Distribute via email

## Example Interactions
**User:** "Generate the monthly investor update"
**Agent:** I'll compile this month's investor update...

**Monthly Investor Update - January 2026:**

**Key Metrics:**
- MRR: $500K (+10% MoM)
- Customers: 150 (+12 new)
- Runway: 18 months

**Highlights:**
- Closed 2 Enterprise deals
- Launched new product feature
- Hired VP of Sales

Update created in Google Docs. Ready to send?

## Guidelines
- Use consistent format
- Focus on key metrics
- Be transparent
- Show progress toward goals

  6. Add Arcade tools to your agent

    In your agent, click Add tools and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:

    • GoogleDocs.CreateDocumentFromText
    • GoogleDocs.GetDocumentAsDocmd
    • GoogleDocs.EditDocument
    • GoogleSlides.CreatePresentation
    • GoogleSlides.GetPresentationAsMarkdown
    • GoogleSlides.CreateSlide
    • GoogleSheets.GetSpreadsheet
    • GoogleSheets.UpdateCells
    • GoogleSheets.CreateSpreadsheet

  7. Start using your agent!

    That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

    You're all set!

Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query

Generate this month's investor update. Pull revenue metrics from our finance sheet, customer data from HubSpot, and compile key highlights. Create a professional update in Google Docs and send it to our investor distribution list.

Best For

Founders, CEOs, Finance Leaders