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Search my whole Notion workspace for everything related to a client
A Notion AI agent that scans your whole workspace for a client and returns a pre-meeting prep brief with snapshot, open commitments, last 5 interactions, signals, and three things to lead with.
End-of-week wage cost vs revenue snapshot
A Sunday-night wage % vs revenue snapshot for the week, with a single specific roster change recommendation for next week. Best day, worst day, and the why behind each.
Categorise mobile + in-salon income for the BAS
BAS-ready categorisation that splits mobile vs in-salon appointments, applies ATO cents-per-km vehicle deduction against the mobile side, and gives a margin snapshot per channel.
Build a CFO board snapshot
Drafts a 1-page CFO snapshot for board updates covering financials, runway, and asks.
Workflow: weekly review compiler (founder)
Compiles a personal weekly review from calendar, todo list, journal, and metric snapshots.