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Portfolio Metrics Report Automation - Martell Media

Steps: - Pull the growth metrics file automatically when a founder submits their file. - Process and enrich the data using Python (e.g., MoM growth calculation). - Send the data to GPT with a structured formatting prompt. - Return a standardized Portfolio Metrics Report (for archive + Slack delivery).

Puja Shresthacreated by Puja Shrestha
How Zapier works (57 sec)
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