Use cases / 💷 Money & bills
See which jobs actually make money
Keep your jobs in a spreadsheet? Your agent turns it into a simple board: profit per hour by job type, how long people take to pay, and where materials ran over.
How your agent does it
- Set up a sheet: date, customer, job type, quoted, invoiced, paid date, hours, materials
- Connect the sheet or upload it
- Your agent builds five simple views
- It flags rows with missing data instead of guessing
Example prompt
Using this jobs sheet, show me: profit per hour by job type, average days to get paid, jobs where materials went over the quote, my best and worst months, and my repeat customers. Explain each in one line. Flag any rows with missing data instead of guessing.
Good to know
- Difficulty: medium
- Typical benefit: Better pricing decisions
- Works best on: Claude, Gemini, ChatGPT
- Agent job: Bookkeeping Assistant, with Analyst
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