Back to Workflows

Automate investor and partner emails with AI

I don’t always have time to write custom emails — but they still need to feel personal. This workflow helps me automate outreach without losing quality.

Polina Fomenkova

Content Creator, Blogger

Date published

September 26, 2025

Setapp Apps used
Step-by-step process

Step 1

Use Ready to Send to draft personalized investor or partnership emails based on past messages or context.

Step 2

Paste in background info from PDF Pals (pitch decks, term sheets, etc.) to give the AI helpful input.

Step 3

Use Spellar AI to summarize your latest voice memo or investor call — perfect for status updates.

Step 4

Refine tone and structure using Plus, especially if I want a confident but friendly voice.

Step 5

Log and reuse best email copy by saving into a doc synced with Elephas as reusable templates.

Step 6

Step 7

Step 8

Step 9

Step 10