Mondays · 9:00
Compare budget to actuals
A weekly view of each budget line: planned, spent, and the gap.
Finance update agentA clear note, every Friday.
Every Friday it reads your cash and spend sheets and last week's note. It drafts a short update in plain words and saves it in Gmail. You read it, edit it and send it.
Your first signup includes $50 in free credits.
Fridays · 15:00
Send the weekly finance note
- Reads
- Cash and spend sheets
- Grows
- A short update
- Lands in
- Gmail draft
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
Every Friday at 3, read the Cash and Spend sheets and last week's note in Docs. Draft a short update for leadership with cash, biggest spend changes and one thing to watch. Save it as a Gmail draft.
TulipFarm
I made an agent called Finance writer and a Friday 15:00 schedule. It reads Sheets and Docs. Saving the draft in Gmail asks you first. Activate it?
ActivateEdit first
One Friday afternoon.
Every run is saved as an agent task you can open, check and rerun.
- Schedule
Fridays at 15:00
Run startedStarted - Reads
The Cash and Spend sheets
2 sheets, 4 changes - Reads
Last week's note in Google Docs
1 note, as a model - Writes
A short update in your voice, using your update skill
1 draft, 140 words - Asks first
Save the draft in Gmail
Approved - Saves
Draft in Gmail
Draft ready 15:03Completed
The draft in your Gmail.
Plain and short. Numbers come from your sheets, so check them before you send.
Draft- Subject
- Finance update · week of Oct 12
Cash: $214,000 at the close of Thursday, up $6,000 on last week.
Spend: software is $1,150 over plan. Travel is $1,100 under.
To watch: three invoices are more than 30 days overdue. Reminders are drafted.
Questions are welcome. Reply to this note.
What gets planted.
Three parts you own and can change at any time.
- Agent
Finance writer
Its instructions, and the sheets and docs it may read.
- Skill
Update format
Your shape: cash, spend, one thing to watch.
- Workflow
Fridays 15:00
Runs in your time zone, with your access.
Uses
- Google Sheets
- Google Docs
- Gmail
Add if you use it
- Slack
- QuickBooksMCPQuickBooks
It reads quietly. It asks before it acts.
Reads without asking
- Your cash and spend sheets
- Last week's note
- Your list of overdue invoices
Asks you first
- Saving the draft in Gmail
- Sending any email
- Changing any sheet or doc
It uses your own connections, so it never sees more than you can.
Grow it your way.
Post it too
Also post the note to a leadership channel in Slack after you approve.
Month-end version
Add a longer note on the last Friday of the month.
Add a chart
Ask for a small table of the top five spend changes in the body.
Questions, answered.
Will it send the note by itself?
No. It saves a draft. You send it, and saving the draft asks you first.
Can it get the numbers wrong?
It repeats what is in your sheets. If a sheet is out of date, the note will be too, so check the figures before sending.
Can I change the format?
Yes. Edit the update skill, and the next draft follows the new format.
Monthly · 1st, 8:00
Run the month-end checklist
Gathers open items and drafts the close checklist for the new month.
Fridays · 15:00
Post the weekly company update
Gathers wins and blockers from the team and posts one update on Friday.
Friday's note, already drafted.
Public beta, open to everyone. Your first signup includes $50 in free credits.