Automate the Report Your Software Won't Give You
Stop finding problems a month late.
You find out how last week went when it's too late to fix it, and someone spends hours digging for the numbers. In 90 minutes you build the fix. Every Monday, when you open your computer, your numbers land in your inbox. Free.
- Online
- Tue 20 Oct · 3:00 PM ET
- In person
- Wed 21 Oct · Wake Forest Chamber
- Length
- 90 minutes
- Price
- Free
The class in 20 seconds
- 01 · The problem
You find out how last week went when it's too late to fix it.
- 02 · The fix
A Monday email with your numbers and a Needs action list that names people.
- 03 · You leave with
It running on your own data. A test lands in your inbox before you leave.
- 04 · It takes
90 minutes. Free. Online 20 October, 3:00 PM ET, or Wake Forest 21 October.
The problem
Your numbers live in your software. Getting them out takes work.
So someone pulls them by hand. Or they sit on paper. Or nobody looks until month end.
By then the invoice is 60 days late. The regular stopped coming. The quote went cold.
Each one showed up in your software weeks earlier. Nobody had time to look.
The gap
TodayWith a Monday email- Your software sees itThe invoice goes unpaid. The regular skips a visit.
- Weeks pass
- You find out at month endToo late to fix it.
- Your software sees itSame invoice. Same regular.
- By Monday
- It lands in your inboxWhile you can still act.
What you leave with
A Monday email with your numbers and a Needs action list.
The list names people, not just totals. It runs on your own data, in your own accounts. You send a test before you leave. It lands in your inbox in the room.
Pick 3 warning signs
3 of 3 pickedYou choose them and set your own limits in class.
- Money owed[Customer A] · invoice unpaid past 30 days
- Gone quiet[Customer B] · no visit or order in 60 days
- Quote cold[Customer C] · quote open past 7 days, no follow-up
Math check: totals tie back to your software.
Sample layout. Yours runs on your own numbers and names your own customers.
How the 90 minutes go
Five steps. You leave with it running.
The month-end surprise
We start with the problems your software saw weeks before you did.
Pick your 3 warning signs
You choose them and set your limits.
Connect your data
Read-only from your software, a CSV export, or our sample file.
Build the Monday email
Your numbers, then the Needs action list, then a math check.
Schedule it and send a test
It lands in your inbox before you leave.
Fit
Is it for you?
It is for you if
- You run or manage a business that runs on one main software package.
- You have repeat customers, quotes or invoices to keep track of.
- You want to know how last week went without digging for it.
It is not for you if
- You want it built for you. Book a free 15-minute chat instead.
- You want a class on servers or databases. That is team training.
Four things, ready before class.
- A laptopWith Chrome installed.
- Claude Pro$20 a month, paid to Anthropic, not to us.
- A Composio accountFree. It connects your software read-only.
- Your dataA login to your main software, a CSV export, or our sample file.
Save your seat
Pick a date. It's free.
Your answer about the report shapes the examples we build live.
- Tue 20 Oct · online · 3:00 PM ET
- Wed 21 Oct · Wake Forest · 8:00 AM
- 90 minutes · hands-on
- Free · bring a laptop
Who teaches it
Alejandro Morales
COO & Co-founder of STOA. STOA is the tech and software team for small businesses that don't have one. It decides what gets built on a business's software, and then builds it. In this class, he shows you how to build one piece yourself.
Questions
No. You type plain requests. We give you every prompt word for word.
Export the last 90 days as a CSV. That works. No export? Use our sample file and swap in your data later.
You and the tools you connect. We don't see it. It runs in your own accounts, and you connect read-only. We never ask for your password, and you never paste one into a chat.
The class is free. You need Claude Pro, which costs $20 a month, paid to Anthropic. Composio is free.
No. You leave with a working email either way. At the end we mention two optional next steps: the Hand It Off cohort, if you want to keep building, or a free 15-minute chat, if you want it built for you.