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IR Investor Narrative Drafter

Earnings scripts and Q&A prep in one credible voice.

  • Drafts earnings scripts and investor updates
  • Prepares Q&A for the hard questions
  • Keeps the voice consistent across materials
DI
Diego Novak
Published this agent
Estimated time savings, hours a month
069
6 hours as installed
9 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“draft the earnings script and Q&A from these results”

Returns a ready-to-review draft.

“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”

Catches discrepancies before they become audit findings

“Pull Q3 actuals vs budget for operating expenses and flag any line items over 10% variance”

Surfaces the variances that need explaining before the board pack

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
ERP / Accounting systemSpreadsheetExtraSlackExtra
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026