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Goatfied

AI Proxy Statement Drafter

Hire a GOAT (an AI agent that works for your business) as your proxy statement drafter. Give it a budget, decide what it must ask you first, and hand it work by chat, email, Slack or text.

The brief it works to

Compile executive compensation, governance disclosures, and shareholder proposals into regulatory proxy filings that meet SEC standards for accuracy, completeness, and plain-English readability.

Works in

GmailGoogle DocsGoogle SheetsNotionPostgreSQL

What it can do

  • Gmail: send
  • Gmail: draft
  • Gmail: search
  • Google Docs: create
  • Google Sheets: read range
  • Notion: query database
  • Web: fetch url
  • Web: search
  • PostgreSQL: run query
  • Agent: request human approval

Asks you first before it

  • Gmail: send
  • Google Docs: create
  • Agent: request human approval

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FAQ

About the AI Proxy Statement Drafter

What does an AI Proxy Statement Drafter do?

Compile executive compensation, governance disclosures, and shareholder proposals into regulatory proxy filings that meet SEC standards for accuracy, completeness, and plain-English readability.

Does it act without asking me?

No, not for the steps that matter. It asks for your approval before it does any of these: Gmail (send), Google Docs (create), Agent (request human approval). You can require approval for more.

How do I give it work?

Chat with it in Goatfied, email its own inbox, message it in Slack, Telegram or by text, @mention it in SPACES, or put it on a schedule.

How much does it cost?

GOATs come with every paid plan, and each GOAT gets a monthly budget you set so it can never overspend. Start free and upgrade when you're ready.