Compile and share board reports with Zapier
Investor & board reporting automation connects your tools and triggers workflows across Board meeting preparation and Investor update distribution.
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Investor & board reporting automation connects your tools and triggers real-time actions across Investor update distribution and Board meeting preparation. Build workflows that eliminate manual work and keep your operation running without constant oversight.
Board meeting preparation
Prepare board meetings faster with automated agenda tracking, packet assembly, and stakeholder reminders
Investor update distribution
Simplify investor update delivery with automated recipient routing, approval tracking, and send notifications
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Transform your board reporting with Zapier
Zapier helps you streamline investor and board reporting with less manual work. Prepare board materials, distribute investor updates, and route reporting approvals—and that’s just the start.
Board meeting preparation
Board prep without the scramble
Automate the workflows behind board meeting prep. Pull reporting inputs from Google Sheets and Notion, route draft materials in Slack, and keep board reporting accurate. Teams get clearer dashboards with less last-minute chasing.
Automated board packet assembly
Assemble board materials from Google Sheets, Notion, and Google Docs into one repeatable workflow, so reporting is ready before the deadline.
Real-time reporting reminders
Trigger reminders when board reporting dates approach, so executives and chiefs of staff stop chasing updates across email and chat.
Dashboard refresh workflows
Refresh reporting dashboards when source metrics change in Google Sheets, giving leaders current board data without manual exports.
Route pre-read approvals
Send draft pre-reads to Slack for approval, then route approved files to the right folder so board prep keeps moving.
Meeting agenda tracking
Create agenda tasks from reporting notes and deadlines in Notion or Trello, so every board topic has an owner and due date.
How it works
Investor & board reporting automation connects your tools, detects reporting deadlines and source data changes, and triggers workflows automatically. Compile updates, route approvals, and refresh dashboards in real time—without manually chasing inputs.
Step 1
Connect your tools
Integrate platforms like Google Sheets, Slack, Notion, spreadsheet tools, and document tools to centralize reporting data.
Step 2
Define triggers
Set conditions for reporting deadlines, source data changes, approval requests, board packet updates, or investor email sends.
Step 3
Automate & measure
Send reminders, create briefs, update dashboards, and continuously track reporting accuracy improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.