Summarize Portfolio Company Reports and Send Slack Briefings

Want to keep your whole team informed of portfolio updates? No problem. With Codex and the Standard Metrics MCP, users can now build a Slack automation in less than a minute. The agent watches for new portfolio company data, summarizes it, and posts a briefing to Slack the day it’s received. No need to manually summarize and share key portfolio insights internally.

 

How to set this up

Tools

• OpenAI Codex (Desktop app)
• Standard Metrics MCP. See here for set up details.
• Slack MCP connector (Slack channel destination needs to be created)

 

Prompt used in the video:

On a going-forward basis, I’d like to summarize the quarterly performance of all my portfolio companies when new data is received and publish those summaries to our #quarterly-updates Slack channel.

 

Tips

• Send all portfolio company updates to one channel, or create bespoke channels for each portfolio company.