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Portfolio Updates

Reads the update emails you receive about the companies and projects you track and files each one into a running record, with every entry linked to its source.

The updates you receive, gathered into one living record

You get updates by email about the things you track: companies, projects, partners, whatever your team follows. They arrive one at a time and scatter across your inbox. Your assistant reads new updates during each scan, pulls out the numbers and news that matter, and keeps one running record per thing you track, so the whole history is in one place.

What it does

  • Watches a connected inbox for the updates you receive about the things you track.
  • Reads each update (and its attachments) and pulls out the metrics, milestones, and changes that matter.
  • Files each one into a running record for that company or project, with a dated entry and a link back to the original email.
  • Builds a fresh record automatically the first time something new gets mentioned, so nothing falls through the cracks.
  • Stays quiet by default, and surfaces only the updates that genuinely need your attention.

The reveal

You point it at your inbox. After a scan, the updates it processed are filed together. Open any company or project you track and there’s the whole timeline: this quarter’s numbers next to last quarter’s, the milestones in order, every change with a link to where it came from. No more digging through six months of email to remember what someone told you.

What it doesn’t do

  • It doesn’t ping you for routine updates. Everything gets filed; only the notable gets surfaced.
  • It doesn’t chase down updates you weren’t sent. It works from what actually lands in your inbox.
  • It isn’t a spreadsheet you maintain. The record is updated on each run.

Configuration

Start on demand. Recurring work is available only after your assistant verifies a scheduler, future tool access, saved progress, and a delivery destination. Otherwise each run waits for your request; connecting an account alone does not turn it on.

  • The inbox: the connected account where these updates arrive.
  • What you track: the companies, projects, or partners whose updates you care about.
  • Where records live: one running record per thing you track, that the team can read.

Triggers

Reads updates on demand or on a verified schedule, updating each record and surfacing only the ones worth your attention.

Put Portfolio Updates to work

Reads the update emails you receive about the companies and projects you track and files each one into a running record, with every entry linked to its source.