Create an investor update video from your metrics in Claude
Give Claude your dated metrics, milestones and current challenge. Check the figures in ngram’s plan, then deliver the finished investor briefing with your written update.
See what you can make
A fictional company’s October update, created through Claude from supplied reporting notes. The video separates revenue and customer counts, completed work, the activation challenge and the investor ask.
Prompt
Use the connected ngram tools to prepare an investor update video for the fictional company Cedar Desk, covering October 2026. This is an illustrative sample. Keep “Sample investor update” visible throughout. Approved sample source: - Monthly recurring revenue was $24,000 USD at September month-end and $27,000 USD at October month-end. - Paying customer accounts increased from 80 to 90 over the same period. - Completed in October: onboarding checklists and CSV export. - Current challenge: 42% of new accounts completed their first project within seven days. The internal target is 50%. - In progress for November: improve the first-project checklist. This work has not shipped. - Investor ask: introductions to two customer-success leaders at B2B SaaS companies for research interviews. - Next reporting date: November 30, 2026. Create a 60-second, 16:9 Editorial video with English narration. Use readable month labels and two separate comparisons for revenue and customer accounts. Show the activation result and target with their exact labels. Visually separate completed work from work in progress. Use only these supplied figures and statements. Keep the narration under 125 words. End with the specific introduction request and next reporting date. Show the selected settings and total estimate before creation. After I confirm creation, stop for plan review. Bring back the narration and scene plan so I can check every number, reporting period and status. Wait for plan approval before production. Follow the same video to completion in this conversation and return its preview, ngram project link and MP4 export. If the ngram connector is not connected, read https://www.ngram.com/markdown/docs/connect-ngram-to-claude.md?view=1 and help me connect ngram to Claude. Wait for me to complete sign-in and approve access, then resume this workflow.
Selected style
Editorial
Read the video transcript
This is a sample investor update for Cedar Desk, covering October 2026. Monthly recurring revenue grew from 24,000 US dollars at September month-end to 27,000 US dollars at October month-end. Paying customer accounts increased from 80 to 90. In October, we completed onboarding checklists and CSV export. Our current challenge is activation: 42 percent of new accounts completed their first project within seven days, against an internal target of 50 percent. In progress for November, we are improving the first-project checklist. This work has not shipped. Our ask: please introduce us to two customer-success leaders at B2B SaaS companies for research interviews. Our next reporting date is November 30, 2026.
How it works
One source. A repeatable workflow.
Start with
Approved metrics, milestones and investor asks
Create in
Claude
Make
A narrated investor briefing
Supply the reporting source
Open a Claude conversation with ngram enabled. Paste the workflow request and add your approved reporting material. Name each metric, its unit and reporting period. Separate completed milestones from current work.
Review the numbers in the plan
Check the prepared settings and confirm creation with plan review. Compare every number, period label, chart and status with the source. Review the investor ask, then approve production when the plan is accurate.
Watch the complete update
Ask Claude for progress on the same video and open its preview. Check the spoken figures against the on-screen labels. Ask for a correction in that project if a chart uses the wrong period or a planned milestone appears completed.
Deliver to the intended investors
Review the final video, choose the appropriate sharing visibility or export option, and deliver it through your existing investor communication channel. Keep the written source available alongside the briefing.
Watch the workflow
Create an investor update in Claude
Follow the reporting request, settings confirmation, chart-plan review and final handoff, then watch the complete sample update. Waiting time is removed.
Read the walkthrough transcript
A sample reporting source is supplied to Claude. ngram’s Editorial style is selected and creation is confirmed with plan review. The plan describes separate revenue and customer charts, completed work, the activation result and target, and the next investor ask. Production is approved for the same video. The final handoff supplies the 1080p MP4 and ngram project link. The complete 56.8-second sample update plays with this narration. This is a sample investor update for Cedar Desk, covering October 2026. Monthly recurring revenue grew from 24,000 US dollars at September month-end to 27,000 US dollars at October month-end. Paying customer accounts increased from 80 to 90. In October, we completed onboarding checklists and CSV export. Our current challenge is activation: 42 percent of new accounts completed their first project within seven days, against an internal target of 50 percent. In progress for November, we are improving the first-project checklist. This work has not shipped. Our ask: please introduce us to two customer-success leaders at B2B SaaS companies for research interviews. Our next reporting date is November 30, 2026.
Your starting point
Start with the prompt.
Use your reporting notes in Claude, then compare ngram’s charts and narration with those notes before production.
Review. Then deliver.
Claude returns the completed briefing and its ngram project. Check the entire reporting story before delivery.
While your video is being made
Ask Claude for the existing update’s status and answer any pending plan question.
Share a link
Review the intended audience before choosing Share in ngram. Choose appropriate visibility and include the approved written update when delivering the video.
Download the video
Ask Claude to prepare an MP4 and choose an export option available to your ngram account. Download in the ngram project requires an eligible paid plan. Check the saved file before uploading or sending it.
If the workflow needs attention
Ask Claude to inspect the existing video’s reported problem. Keep its ID and project link when continuing the same run.
- A figure or reporting period is wrong
- Quote the exact metric, unit and period from the approved source. Identify the affected scene and ask for a correction to both narration and chart labels in the existing video.
- Work in progress appears completed
- Identify the milestone and its correct status. Ask Claude to revise the narration and visible status together, then review the corrected scene.
- The next reporting period is ready
- Replace all period-specific figures, milestones and asks in a fresh request. Review the new plan for any labels carried over from the previous period.
Keep the workflow. Change the story.
- 01
Keep the definitions consistent
Reuse the structure for the next reporting period, with approved new figures and the same metric definitions where they still apply.
- 02
Close the loop on the previous ask
Include the outcome of the earlier request when it belongs in the new source. End the next briefing with the specific help you need now.
Examples
See ways to explain business progress
Compare founder presentations and source-led explanations.
Founder explainers
See how founders explain a product and its purpose in a short video.
See the exampleFounder product demonstrations
Show the actual product work behind a reported milestone.
See the exampleFounder launch videos
Explore how a shipped release becomes a focused announcement.
See the exampleSaaS pitches
Compare a company introduction with the recurring update investors receive later.
See the exampleFintech pitches
Explore presentations that need careful handling of figures and business claims.
See the exampleSlide-based walkthroughs
Use a reviewed presentation to structure a spoken explanation.
See the exampleTemplates
Give each stakeholder message a clear structure
Choose a brief that fits the update you need to send.
Team update
Separate completed work, current priorities and specific asks.
Use this templateRoadmap update
Explain what is available, what is in progress and what is planned.
Use this templateRelease roundup
Summarize the changes that shipped during the reporting period.
Use this templateSaaS pitch
Introduce the business when a stakeholder needs the broader context.
Use this templateProduct demonstration
Support a milestone with an explanation of the actual product workflow.
Use this templateConcept explainer
Explain a metric definition or business concept before discussing its movement.
Use this templateFeatures
Make the figures easy to follow
Refine the charts, narration and delivery of the update.
Motion graphics
Use labeled comparisons and status panels to explain the supplied figures.
Explore featureAI voiceover
Check pronunciation of company names, amounts and reporting dates.
Explore featureCaptions and subtitles
Add captions when needed and review the numbers listeners will read.
Explore featureBrand Kit
Apply the company’s approved brand direction to recurring updates.
Explore featureVideo editing
Correct a chart, sentence or date in the existing update.
Explore featureVideo hosting
Choose a hosted viewing link and appropriate access for the intended audience.
Explore featureSolutions
Keep stakeholders informed across the business
Explore related communication work for the people preparing the update.
Founders
Explain progress, the current challenge and a concrete investor ask.
See the solutionStartups
Build a repeatable update around the team’s approved monthly figures.
See the solutionSaaS teams
Explain recurring revenue, customer activity and shipped product work.
See the solutionSmall businesses
Give owners and stakeholders a concise account of business progress.
See the solutionEnterprise teams
Prepare a reviewed briefing for an internal stakeholder audience.
See the solutionProduct marketing
Supply accurate release context for the company’s business update.
See the solutionUse cases
Match the briefing to the decision
Use a different format when the audience or purpose changes.
Investor update
Explain dated metrics, milestones, challenges and the help you need.
Explore use caseFounder product update
Walk through the product changes already available to customers.
Explore use caseInternal product update
Give colleagues the status and decisions they need for their work.
Explore use caseRoadmap briefing
Keep current work and future intentions visibly distinct.
Explore use caseFounder pitch
Introduce the business and its purpose to a new audience.
Explore use caseInternal communication
Explain a team-wide update with an appropriate next action.
Explore use caseConverters
Start with the reviewed reporting material
Bring the source that contains the figures and their context.
Report to video
Turn the approved reporting narrative into a short explanation.
Start convertingAnnual report to video
Explain a selected section of a longer dated report.
Start convertingPitch deck to video
Use the reviewed deck when the update needs company context.
Start convertingSlides to video
Preserve the structure of a stakeholder presentation.
Start convertingPDF to video
Start from a source document with the approved figures and definitions.
Start convertingScript to video
Use narration that has already passed the team’s review.
Start convertingTools
Prepare the supporting update
Use a focused tool for a specific part of the presentation.
Investor video maker
Prepare a stakeholder video from approved business source material.
Open toolPitch video maker
Introduce the business when the recipient is new to the company.
Open toolInternal communications video maker
Adapt an approved update for the team inside the company.
Open toolVideo script generator
Develop a concise narration with the supplied dates and metrics.
Open toolVideo caption generator
Prepare captions and check currency, percentages and period labels.
Open toolVideo editor
Refine the finished presentation before sending it.
Open toolIntegrations
Fit the update into your reporting process
Explore other creation paths for approved reporting material.
Claude
Prepare the request, review the plan and retrieve the video in the conversation.
Explore integrationMCP Server
Use the ngram tools from another compatible assistant.
Explore integrationn8n
Map reviewed reporting records to video requests and keep each result with its source.
Explore integrationZapier
Connect an approved report record to a configured video workflow.
Explore integrationviaSocket
Pass the reporting text and selected settings through an automation.
Explore integrationChrome extension
Begin with source material already open in the browser.
Explore integrationRelated workflows
Continue with the next stakeholder question
Choose another workflow when you need a different explanation.
Prepare a team update
Give colleagues progress, priorities and clear asks.
Explore workflowExplain the roadmap
Keep released work, current development and later plans distinct.
Explore workflowExplain a release in Claude
Turn a public release source into a customer-facing update.
Explore workflowBuild a release roundup
Summarize shipped changes directly in ngram.
Explore workflowExplain a proposal in Claude
Walk a buyer through approved scope, timing and commercial terms.
Explore workflowExplain a written article
Create a sourced explanation from a published article.
Explore workflow