Money automation · Runs 3 days before a meeting with “board” in its title
Prepare the financial report for a board meeting.
Revenue, margin, cash, and store results, with explanations of changes. This automation runs 3 days before a meeting with “board” in its title. Fieldwork emails you the report when something needs attention.
Prepare the financial report for a board meeting — Sep 17
Automation run • Sep 17
Prepare the financial report for a board meeting
Output
Revenue rose 20%, but cash increased by only $8,000 as inventory prepayments absorbed funds. Harbor & Pine’s board review is September 20 at 9:02 AM Portland time.
August results compared with July, in USD:
| Measure | August | July | Change |
|---|---|---|---|
| Accounting revenue | $120,000 | $100,000 | +20% |
| Gross profit | $48,000 | $35,000 | +$13,000 |
| Gross margin | 40% | 35% | +5 percentage points |
| Closing cash | $62,000 | $54,000 | +$8,000 |
| Net store sales | $108,000 | $100,000 | +8% |
| Store orders | 900 | 800 | +12.5% |
Wholesale invoice HP-1041 contributed $12,000, and store sales added $8,000, explaining the revenue increase. Recorded product costs rose from $65,000 to $72,000, below revenue growth, lifting gross margin. Cash receipts less other payments generated $18,000, offset by a $10,000 inventory prepayment on MT-201.
Assumptions: calendar-month periods and gross margin after recorded product costs. Store sales exclude tax and shipping. The July figures match the previous board report, so the changes above also compare August with what the board last received.
Likely board questions:
- Will wholesale growth repeat? Need confirmed orders and pipeline timing.
- Is the margin improvement sustainable? Need product mix and supplier cost forecasts.
- Can cash cover upcoming commitments? Need bill due dates, payroll and purchase commitments.
Automation steps. The agent follows these 4 steps each time it runs, using your connected accounting and store.
- 1
Prepare the figures for my upcoming board meeting: revenue, margin, and cash from my accounting system, plus store results.
- 2
Compare each with the previous period and what we reported last time.
- 3
Explain significant changes using the underlying transactions.
- 4
Finish with three questions board members may ask and the information I would need to answer them.
Adjust the automation in Chat
Tell the agent what to do differently and ask it to set up that version with the same trigger.
- Set this up five days before meetings containing board.
- Compare quarterly figures instead of monthly results.
- Use the previous board report to check reported figures.
Fieldwork emails the report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
What starts this automation
Runs 3 days before a meeting with “board” in its title. At setup, choose the lead time and which meeting titles to match.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your accounting and store without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your accounting and store. Connect Xero, Business Central, or QuickBooks for your accounting and Shopify, BigCommerce, or WooCommerce for your store to Fieldwork.
More automations for money.
Questions about this automation.
- How do I set it up?
- Connect both accounting and store systems, such as Xero and Shopify, and configure the calendar anchor. It runs three days before meetings with board in the title by default, with an editable offset and title filter.
- Does it change records or create drafts?
- It prepares a report without changing accounting, store or calendar records. It does not create mailbox drafts or send messages to board members.
- Can I change what it prepares?
- Ask in chat to set up an adjusted automation with different periods, measures or meeting timing. This automation cannot run by hand.
- How do I receive the report?
- An automated run emails you the report with access to the full conversation. If nothing needs attention, both email and push are suppressed, while missing information or tool errors are reported.
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