A month-end summary on the 1st
On the 1st of each month your agent reads your books and sums up last month in plain words. It is a ready-made workflow in Minda Super Intelligence, and you can change any step before you save it. It runs in the Minda app on your computer while Minda is open. It works with Google Sheets.
It runs in the Minda app: Automations → Templates → A month-end summary on the 1st. Minda Super Intelligence for Windows is coming soon.
- Money and bills
- Google Sheets
The run finished
What you get
A summary each month At 9:00 on the 1st your agent reads your books page or sheet and writes up last month.
The numbers that matter It covers revenue, costs, cash in and out and what is still unpaid.
What changed It names the biggest changes against the month before and anything that looks odd.
Answer in Tasks The summary waits in Tasks, and a notice says last month is summed up.
Why use this?
A month-end look at the books tells you where the money went, but it takes time to pull together. On the 1st at 9:00 your agent reads your books and writes revenue, costs, cash, what is unpaid and what changed, in plain words. It only reads and changes nothing.
What it does
On the 1st of each month your agent reads your books and sums up last month in plain words.
- Works with
- Google Sheets
- Runs
- On your computer, while Minda is open
- Needs
- A saved agent
- You fill in
- [my books page or sheet], [Agent]
How it works
- WhenAt a time you pickOn the cron rule “0 9 1 * *”
- Then 1Start the agent “your saved agent”Open [my books page or sheet] in a tab and read last month: revenue, costs, cash in and out, what is still unpaid, the biggest changes against the month before, and anything odd. Plain words. Answer in Tasks.Read only: it cannot click, type or send. The answer waits in Tasks
- Then 2Post a noticeLast month, summed upIt is in Tasks.
At most 20 runs an hour, and not again for the same time within 1 minute
Who is it for?
Small business owners You want a plain summary of last month without building a report.
Freelancers with a sheet You keep your income and costs in a sheet and want them read back to you monthly.
Frequently asked questions
Which books can it read?
A page or a sheet that you can open in a Minda tab, such as your accounting page or a Google Sheets link. You fill in the link.
What does the summary cover?
Revenue, costs, cash in and out, what is still unpaid, the biggest changes against the month before and anything odd.
Does it change my books?
No. The agent only reads and writes the summary in Tasks. It changes and sends nothing.
When does it run?
On the 1st of every month at 9:00, while Minda is open on your computer.
What do I fill in?
The page or sheet to read and the saved agent that reads it.
Use this template in the Minda app
It runs in the Minda app: Automations → Templates → A month-end summary on the 1st. Minda Super Intelligence for Windows is coming soon.
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