Monday morning financial pulse in Slack from QuickBooks

By General Input

Every Monday at 7am, get a written summary of last week's revenue, margin, cash, and AR delivered to a Slack channel so you walk into the week knowing where you stand.

Integrations

  • QuickBooks Online
  • Slack Bot

Type

Agentic Task

Categories

  • Finance
  • Operations

Build me an agent workflow that sends a Monday morning financial pulse to Slack so I walk into the week knowing where cash and margin actually stand.

Trigger: cron, every Monday at 7:00am in my local timezone.

What the agent should do on each run:

1. Use QuickBooks Online (the Run Reports operation) three times to pull the Profit and Loss, Cash Flow, and Balance Sheet reports for the trailing week (Monday through Sunday of the week that just ended).

2. Call Run Reports again for the same three reports, but for the prior week (the seven days before that), so it can compare week over week.

3. Compute the week-over-week deltas for the metrics a founder cares about: total revenue, gross margin (and gross margin percentage), total operating expenses, ending cash balance, total accounts receivable, AR over 60 days, and total accounts payable. Express each delta as both a dollar change and a percentage change.

4. Write a short narrative summary (three to five sentences) that highlights the two or three most material changes. Examples of the tone I want: "Revenue up 18% week over week, driven by enterprise renewals closing on Thursday." "Ending cash dropped $42k, mostly from quarterly vendor bills paid out on Wednesday." "AR over 60 days grew by $8k. Two customers slipped past their net-30 terms." The narrative should focus on what changed and why it probably changed (based on the largest line items moving), not restate every number.

5. Use the Slack Bot integration (Send a Message) to post the summary to a Slack channel I designate when I set up the workflow. The message should lead with the narrative paragraph at the top, then include a small Slack-formatted table at the bottom with the headline numbers: revenue, gross margin, operating expenses, ending cash, AR, AR over 60 days, and AP. For each row show this week, last week, the dollar change, and the percent change.

Use the Slack Bot integration (not the user-token Slack integration) so the post is attributed to a bot and keeps working even if I leave the workspace.

This should be an agent workflow rather than a code workflow because deciding which two or three deltas matter most and writing a natural-sounding "so what" sentence requires reasoning, not a fixed template.

Configurable inputs at setup time: the QuickBooks Online connection, the Slack Bot connection, the destination Slack channel ID, and my timezone.

Related prompts

Explore more prompts
A brand asset library your marketing team actually searchesTurn Mailjet email clicks into ranked HubSpot follow-upsClean out the Looker dashboards and Looks nobody opensLiveKit live operations console for room moderationWake up dormant Keap leads with a researched reasonLiveChat coverage board for planning next week's shiftsPhone routing control panel for LiveKit voice agentsLinkedIn Ads budget pacing dashboard for every client accountGive your team Looker numbers without buying more seatsPause marketing emails to escalated customers, then restore them