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FinanceIntermediate✓ Release process: run on a live n8n instance

UpdateDeck: Monthly Investor Update Autopilot

UpdateDeck: Monthly Investor Update Autopilot ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Send your investor update on time every month: Stripe metrics pulled, narrative drafted in your voice, and nothing leaves your outbox until you click approve.

  • Pull MRR, active subscriptions, new customers and churned revenue straight from Stripe every month
  • Normalise monthly, annual and weekly prices into one honest MRR figure, with month-over-month growth tracked for you
  • Blend in your own KPIs, wins, challenges and asks from a single Google Sheet tab
  • Draft the whole update in your voice with AI that is only ever allowed to use the numbers you supplied
  • Review a full preview in your inbox and release it to investors with one click — nothing sends without you
  • Personalise every send, skip unsubscribed and duplicate addresses, and see exactly who received it
  • Never double-send: each month is drafted once and each approved update goes out exactly once
StripeGoogle SheetsOpenAISMTP
n8n / workflow / investor-update-autopilotActual workflow — not a mockup
Monthly Schedule — Schedule TriggerMonthly ScheduleSCHEDULE TRIGGERConfig — SetConfigSETPeriod Window — CodePeriod WindowCODEDraft Needed? — IFDraft Needed?IFFetch Active Subscriptions — HTTP RequestFetch Active Subsc…HTTP REQUESTFetch Canceled Subscriptions — HTTP RequestFetch Canceled Sub…HTTP REQUESTFetch New Customers — HTTP RequestFetch New CustomersHTTP REQUESTFetch Inputs — Google SheetsFetch InputsGOOGLE SHEETSCompute Metrics — CodeCompute MetricsCODEDraft Update (AI) — OpenAIDraft Update (AI)OPENAIBuild Draft Email — CodeBuild Draft EmailCODESend Draft to Founder — Send EmailSend Draft to Foun…SEND EMAILSave Draft Row — Google SheetsSave Draft RowGOOGLE SHEETSMark Drafted — CodeMark DraftedCODE
14 nodes · 13 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.
One-time
$29
~10 min
setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment
Refund as per the Refund Policy for downloadable templates.
Email Support · 24h SLA
Lifetime updates
APIs required
StripeGoogle SheetsOpenAISMTP
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How it works

Workflow summary

2 coordinated workflows handle different parts of the automation.

Investor Update Drafter

Required
  1. 1Runs once a month on a schedule, in your timezone, reporting on the calendar month that just ended
  2. 2Pulls MRR, active subscriptions, new customers and churned subscriptions straight from Stripe
  3. 3Reads your own KPIs, wins, challenges and asks from one Google Sheet tab
  4. 4AI drafts the update in your voice, using only the numbers and bullets you supplied
  5. 5Emails you a preview with the full investor-ready update and a single approve-and-send link
  6. 6Saves the draft and remembers the month, so a month is never drafted twice and a failed run simply retries

Approve & Send to Investors

Required
  1. 1Starts the moment you click the approve link in your draft email
  2. 2Loads the matching draft and checks it is still waiting to be sent
  3. 3Reads your investor list, skipping unsubscribed, duplicate and invalid addresses
  4. 4Emails the approved update to each investor with a personalised greeting
  5. 5Marks the draft as sent and shows you a confirmation naming who received it and who did not
Approval Webhook — WebhookApproval WebhookWEBHOOKConfig — SetConfigSETFetch Drafts — Google SheetsFetch DraftsGOOGLE SHEETSFind Draft — CodeFind DraftCODEDraft Approvable? — IFDraft Approvable?IFFetch Investors — Google SheetsFetch InvestorsGOOGLE SHEETSBuild Investor Emails — CodeBuild Investor Ema…CODEAny Recipients? — IFAny Recipients?IFSend Investor Update — Send EmailSend Investor Upda…SEND EMAILSummarize Sends — CodeSummarize SendsCODEMark Draft Sent — Google SheetsMark Draft SentGOOGLE SHEETSSent Response — SetSent ResponseSETNothing Sent Response — SetNothing Sent Respo…SET
13 nodes · 13 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.
Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

  • 01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
  • 02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
  • 03Credential checklist for Stripe, Google Sheets, OpenAI, SMTP. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
  • 04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
  • 05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Finance templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

01

Import the workflow into n8n

02

Paste your API keys into the credentials panel

03

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support
Replies within 24 hours (SLA)
Contact
Setup Service4 tiers — your choice
Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.
Book setup
FAQ

About this template

How long does it take to set up UpdateDeck: Monthly Investor Update Autopilot?
Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.
What if I get stuck?
Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.
Do I need to pay for Stripe?
API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.
Can I customize the workflow?
Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.
What if it doesn’t work for me?
Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.

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