Use case · Finance
Get the month's numbers in one place, with their sources
To build a monthly numbers pack with AI agents, tell your Brainwrite Chief of Staff which figures you track and where each lives. Bots read revenue from Stripe, profit and loss from QuickBooks or Xero, pipeline from your CRM, and traffic from Google Analytics. They write the month into a Google Sheet next to previous months, with the source of every figure.
Build the October numbers pack in the Monthly numbers sheet. Revenue from Stripe, gross profit from the QuickBooks P&L, new customers and pipeline from HubSpot, sessions and sign-ups from Google Analytics. Use the definitions you saved, add the month next to September, and write five lines of commentary.
Your Chief of Staff put a team on it
Nova· Chief of Staff
Penny· Numbers bot
Atlas· Growth data bot
- October column added to Monthly numbers; 11 of 12 figures filled, each with its source
- Revenue 52,400 (+8% on September, Stripe); gross margin 71% (QuickBooks P&L)
- New customers 34 under your paid-only definition (HubSpot); 52 if trials were counted
- Sessions down 12%; sign-ups flat (Google Analytics)
DoneThe definitions behind each figure waits for you. Nothing was sent.
Monthly numbers pack: done. Nothing sent.
- 1October column added to Monthly numbers; 11 of 12 figures filled, each with its source
- 2Revenue 52,400 (+8% on September, Stripe); gross margin 71% (QuickBooks P&L)
- 3New customers 34 under your paid-only definition (HubSpot); 52 if trials were counted
3 bots on this jobThe job
Doing it yourself, and handing it off.
Doing it yourself
Each month someone builds the numbers by hand. Revenue from the payment app, costs from the accounting app, new customers from the CRM, traffic from analytics, all copied into a spreadsheet that has grown a tab for every month. Definitions drift: this month's new customers counts trials, last month's did not. By the time the sheet is done, nobody has time to ask what the numbers mean.
What the team does
- Read each figure from the app you named, using your saved definition
- Write the month into the sheet next to previous months
- Calculate month-on-month changes and mark large swings
- Write a short commentary and mark anything it could not find
What waits for you
- The definitions behind each figure
- What the changes mean and what to do about them
- Who sees the pack
The team
Who's on it.
Your Chief of Staff picks the specialists the job needs. Each has its own role, instructions, model, and app access.
- NovaIllustrated example
Chief of Staff
Keeps the list of figures and their definitions, delegates the gathering, and writes a short commentary.
PennyIllustrated exampleNumbers bot
Reads revenue and payouts from Stripe and profit and loss from QuickBooks or Xero, citing each source.
AtlasIllustrated exampleGrowth data bot
Reads pipeline and new customers from HubSpot and sessions and key events from Google Analytics.
How it runs
A run, step by step.
- 01
Define the figures
List each metric, its definition, and where it comes from. The Chief saves the definitions in memory.
- 02
Connect read access
Connect Stripe, your accounting app, your CRM, Google Analytics, and Google Sheets.
- 03
Build the month
Ask for the pack after month end. Bots fill a new column next to previous months, with sources.
- 04
Read and question
Read the changes and the commentary, check anything surprising, and add your own notes.
Start faster
Ready-made teams for this job.
Add a team from the library in one click. You see a preview first; routines arrive paused and connected apps stay off until you approve them.
What you'll connect
Apps this job uses.
Google Sheets
Bots read and write Google Sheets, append and upsert rows, and add charts to trackers and reports.
Stripe
Look up Stripe customers and payments, prepare invoices and refunds for approval, and summarise revenue every week.
QuickBooks
Pull QuickBooks reports, chase receivables, and draft invoices, estimates, and bills for a person to approve.
HubSpot
Bots search HubSpot contacts and deals, log notes and tasks, and keep records tidy.
Google Analytics
Run GA4 reports, compare periods, check funnels and realtime traffic, and get changes explained in plain English.
FAQ
Questions about Monthly numbers pack
Where do the numbers come from?
Only from the apps and sheets you connect and grant to the bots. Each figure in the pack names its source, and anything the bots could not find is marked rather than estimated. Save that rule in the Chief's memory so every month follows it.
How do I keep definitions consistent month to month?
Write each metric's definition once, such as whether new customers include trials, and ask the Chief to save it in memory. Memory is plain text you can read and edit, and every run uses it. If a definition changes, the commentary can note the change.
Can the bots fix my accounting data?
This job only reads. The pack reports what your apps say. If a figure looks wrong at the source, such as a miscategorised cost, the fix belongs with your bookkeeper or accountant in the accounting app.
Built on
Features this job relies on.
Chief of Staff
One bot takes your request, hands focused tasks to specialists, and returns a single summary.
Connected apps
Gmail, GitHub, Slack, Notion and hundreds more via OAuth, with per-bot tool grants.
Memory
Plain-text memory per bot that you can read, fix and delete. No hidden profile.
Routines
Run a bot's task once, on an interval, or on chosen weekdays, with a receipt for every run.
Give your first job to Brainwrite.
Download the app, connect the AI you already pay for, and tell your Chief of Staff what needs doing.
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