Use case · Small business owner
Invoices, posts and a Monday sales summary
For small business owners: invoices and expenses from photos of bills, a week of social posts, and a sales summary every Monday.
- Agent
- Routine
What you set up
The parts.
| Part | Used for |
|---|---|
| Bookkeeper agent | Makes invoices and a monthly expense sheet from photos of bills. |
| Social media agent | Writes a week of posts and designs the images. |
| Routine | Every Monday: a sales summary from Shopify. |
How it runs
Step by step.
- 1
Send photos of your bills
The Bookkeeper makes invoices and a monthly expense sheet from them.
- 2
Ask for a week of posts
The Social media agent writes the posts and designs the images.
- 3
Approve before posting
Posts appear as a preview. Nothing is published until you approve.
- 4
Add a Monday routine
Connect Shopify once, then schedule the sales summary.
Table · Expenses, MarchExport
SuppliesMar 34,200
PackagingMar 91,850
DeliveryMar 142,300
SoftwareMar 201,299
AdsMar 265,000
Total14,649
Always your yes
Anything that goes out, such as an email or a post, shows you a preview first and waits for your approval. How approvals work.