ClaudeEach reporting period

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.

04 steps · Claude

Start with

Approved metrics, milestones and investor asks

ngram logo

Create in

Claude

Make

A narrated investor briefing

  1. 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.

  2. 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.

  3. 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.

  4. 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.

Open Claude ↗

Connect ngram to Claude

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.

  1. 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.

  2. 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.

Turn your next source into a video.