Investor Relations Manager: the all-in-one AI plugin

Skills for investor relations managers 17

• stakeholder financial communications assistantDrafts earnings briefings, filings, newsletters and event plans, such as a Q3 shareholder update with cover note.
• presentation deckBuilds an evidence-linked slide register after intake, so each investor deck claim points to a source document and owner.
• presentation preparation assistantRuns a finance presentation end to end, from outline to speaker notes, for example a full-year results deck for the board.
• stakeholder investor reportsKeeps a report register of stakeholder, period, metrics, preparer, approver and send date, such as the quarterly investor pack log.
• agency internal narrativeKeeps one company story consistent across employees, investors, customers and candidates, flagging contradictions before an investor update goes out.
• financial performance metrics assistantTurns financial data into ratios, KPIs, variances and forecasts, for example a margin bridge for the earnings call.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 26

• Earnings Release Drafting3 prompts, like Draft Quarterly Earnings Release Sections
• Investor Deck Creation3 prompts, like Outline Investor Presentation Narrative
• Shareholder Inquiry Replies3 prompts, like Draft Shareholder Inquiry Replies
• Earnings Call Preparation3 prompts, like Draft Earnings Call Opening And Closing
• Analyst Report Monitoring3 prompts, like Summarize a New Analyst Report
• Disclosure Compliance Checks3 prompts, like Review Drafts for Disclosure Risks
• Investor Meeting Planning4 prompts, like Plan Investor Meeting Agendas

Apps you can build with AI 7

• Cited filing and transcript research workspaceSo you can answer an analyst question fast with every claim traceable to a filing or transcript. Demo included.
• Financial disclosure fact binderSo narrative numbers in the release and deck trace back to approved records before you send them. Demo included.
• Branded deck production and review workbenchSo investor decks stay on brand and on message, with named reviewers cutting rework cycles. Demo included.
• Source-linked customer and investor answer consoleSo repeated shareholder and analyst questions get replies linked to approved sources every time. Demo included.
• Evidence-backed data analysis and reporting workspaceSo every figure in a report traces to its source before the CFO reviews it. Demo included.
• Presentation deck production and brand review workbenchSo slide production and brand checks happen in one place with data accuracy signed off. Demo included.
• Prompt-to-deck presentation production workbenchSo a written brief becomes a finished, on-message investor deck without manual slide building. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Slide Deck Audience Fit Review Agent". Each one also has a guided set-up with sample data on its page.

• Slide Deck Audience Fit Review AgentAn approved outline that fits the audience, setting and time before design begins
• Board and Leadership Meeting Pack AgentAssemble a complete, correctly formatted meeting pack on time.
• Executive Compensation Disclosure Prep AgentProduce disclosure tables where every figure ties to a source record.
• Quiet Period and Disclosure Calendar AgentKeep investor meetings from falling inside quiet or blackout periods.
• Shareholder Register and Ownership Change AgentNotice meaningful ownership changes quickly and prepare the right response.
• ESG Rating Response AgentCorrect factual errors in ESG ratings and confirm the fixes appear.
• Proxy Advisor Policy Check AgentFind proxy advisor risks before the proxy statement is final and plan engagement.
• Release Fact Check and Approval Routing AgentGet a release approved with every fact checked and each approver seeing only what they need to decide.
• Speech Q&A Preparation AgentA checked Q&A brief covering likely and tough questions
• Deck Chart Data Accuracy AgentEvery number and chart in the deck matches the source data
• Earnings Release Fact Check AgentAn earnings release where every figure ties to approved numbers
• Earnings Call Q&A Prep AgentA ranked Q&A book with checked answers

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• Apple Mail MCP serverLet your AI read, search, and pull attachments from your Apple Mail, right from the chat.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• Outlook MCP serverLets your AI read, search, draft and send Outlook email and browse your OneDrive files for you.
• Fluxmail MCP serverLet your AI read, search, draft, send and organize email across your mailboxes. Official.
• Ragie MCP serverLet your AI search your Ragie knowledge base and pull back the right passages when you ask a question.
• Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.

Your Grok Bot team 8

• Board Deck GeneratorGenerates professional board meeting presentation content with executive summary, financials, and strategic updates.
• Startup Business Analyst Business CaseGenerate investor-ready business case documents for startup fundraising and strategic planning.
• Communication Excellence CoachReview drafts, calibrate tone, roleplay conversations, and improve presentations using proven frameworks.
• Competitive Intelligence AnalystMonitors competitors and market trends to produce structured intelligence reports.
• Ceo AdvisorProvide executive leadership guidance for strategic decisions, board preparation, and stakeholder management.
• Professional CommunicationGuides developers to write clear emails, messages, and meeting communications.
• Stakeholder Communication StrategistBuilds and runs your stakeholder communication strategy from analysis to evaluation.
• Stakeholder Financial Communications AssistantDrafts and coordinates all stakeholder financial communications for a VP of Finance.