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Reporting and planning: 6 guides

A weekly owner report, handoff notes, monthly plans and plain-language numbers. Each guide is one job, with a prompt to copy, a made-up example, and the check to do before anything goes out.

Updated

Reporting 1Medium · 15 min setup

Write a weekly owner report: what came in, what's stuck, what's next

Paste this week's payments, jobs and notes, and the AI drafts a one-page report with money in, work done, what's stuck and what needs your decision, using only your checked numbers.

30min back per use,
our estimate
You check itRun once on made-up data
Reporting 2Easy · 10 min setup

Turn your task list into a handoff note for a helper or contractor

Paste your task tracker or to-do list and the AI drafts a clear handoff note showing what's theirs, what's still yours, what has no owner yet and what to ask before you leave.

25min back per use,
our estimate
You check itRun once on made-up data
Reporting 3Easy · 10 min setup

Turn your to-do pile into a one-page monthly plan with 3 priorities

Dump every idea and worry for next month into an AI chat and get back one page with three priorities, a first step for each, fixed dates and a "not this month" list, with the targets left for you to set.

20min back per use,
our estimate
You check itRun once on made-up data
Reporting 5Medium · 10 min setup

Read a contract or lease in plain words and list questions for your lawyer

Paste the text of a lease or contract and the AI explains each part in plain words, pulls out every date and dollar amount, and drafts questions for your lawyer. It does not tell you whether to sign.

30min back per use,
our estimate
You check itRun once on made-up data
Reporting 6Medium · 15 min setup

Prepare a one-page business summary for a bank or lender meeting

Paste your notes about the business and the loan you want, and the AI drafts a one-page summary, a papers-to-bring checklist and a list of gaps to fill, using only the numbers you give it.

45min back per use,
our estimate
You check itRun once on made-up data

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