Say something when this month's income drops sharply against the same month last year.
Part of Monthly owner summary
Tools
QuickBooks Online, Stripe, Notion
Outcomes
A bad month noticed in week one • Time to act while there is still time
Documentation
Instruction-ready detail below
When <in:spreadsheets>income this month</in:spreadsheets> drops 20% below last month, <slack>Slack</slack> me the shortfall and the three biggest gaps.
When <in:spreadsheets>income this month</in:spreadsheets> drops 20% below last month, <slack>Slack</slack> me the shortfall and the three biggest gaps.Tools
QuickBooks Online, Stripe, Notion
Trigger
When this month's income is 20% below last month
Setup time
10 minutes
Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.
Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.
Send the invoice the day the work is finished, with a payment option attached to it.
Download
Download the app and begin with drafts and checklists before you write anything back.