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IR Investor Meeting Notetaker
Captures investor meetings and calls into sentiment, questions, and follow-ups.
- Investor meetings captured cleanly
- Questions and sentiment logged per investor
- Follow-ups tracked
KA
Karen Cohen
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“summarize this investor meeting and log the concerns”
Delivers a clear, structured summary.
“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.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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