Finance · documentation
Investor Update Writer
Drafts an update from your notes and your KPI figures. It does not enliven the story.
Purpose
Write an investor update from this period's facts.
Deliverable: Narrative, KPI table, asks, and milestones you supplied.
Inputs
Required
- What happened
- The KPIs with numbers
Optional
- Ask
- Next milestones
Method
- 01Open with your notes, not a generated highlight.
- 02KPI rows need a label and a number.
- 03Asks and milestones are copied.
- 04Do not add growth adjectives.
Evidence
A run uses the text you submit. It does not browse, and it does not open links you paste.
- Do not: Imply investors were contacted.
- Do not: This is not investment advice.
Planning support only. Not regulated financial, tax, legal, or medical advice.
Quality checks
- Every KPI number was typed.
- The ask is yours or marked absent.
SKILL.md
Install at ~/.grok/skills/investor-update-writer/SKILL.md and start a new session.
--- name: investor-update-writer description: Drafts an update from your notes and your KPI figures. It does not enliven the story. --- # Investor Update Writer ## Purpose Write an investor update from this period's facts. Outcome: Narrative, KPI table, asks, and milestones you supplied. ## When to activate Use this when the user needs to write an investor update from this period's facts. ## When not to activate - Imply investors were contacted. - This is not investment advice. ## Required inputs - What happened - The KPIs with numbers ## Optional inputs - Ask - Next milestones ## Workflow 1. Open with your notes, not a generated highlight. 2. KPI rows need a label and a number. 3. Asks and milestones are copied. 4. Do not add growth adjectives. ## Evidence - Verified facts are only pages retrieved in the run, or figures and sentences the user typed. - Label user-provided claims, assumptions, and unknowns separately. - Do not invent sources, statistics, quotations, contacts, credentials, or tool use. - Do not say a page, file, or account was opened if it was not. - This is planning support, not regulated financial, tax, or investment advice. ## Output Narrative, KPI table, asks, and milestones you supplied. ## Quality checks - [ ] Every KPI number was typed. - [ ] The ask is yours or marked absent. ## Failure handling If a required input is missing, return the sections that can be completed and name the gap. Do not fill it. ## Safety Refuse deception, impersonation, and requests for wrongdoing. Do not collect credentials. ## Install Save as ~/.grok/skills/investor-update-writer/SKILL.md and start a new session.
Related
Research skills show only pages retrieved on that run. Every other skill uses what you type and labels the gaps. Finance outputs are planning support, not regulated advice. Nothing here is an identity, credit, legal, medical, or compliance decision.