Copy-paste prompt
On the 2nd of every month, build a one-page profit and loss for last month from [sales exports] and [expense export]: revenue by channel, fees, refunds, cost of goods, expenses and net profit. Compare it with the month before. Explain the 3 biggest changes in plain English. Save it to [folder] as a sheet and a PDF.
Fill in everything in [square brackets]. Put your approval rules (see the free operator's charter) above it.
What you need
- Sales exports per channel
- Expense export or categorized transactions
How the agent does it
- Sum revenue by channel, then fees, refunds, cost of goods and operating expenses.
- Compare with last month and with the same month last year if available.
- Explain the three biggest changes in plain language.
- Save the sheet and a PDF snapshot.
What you get
A P&L sheet, a PDF snapshot and 3 bullet explanations.
| Schedule | Monthly on the 2nd. |
|---|---|
| Needs your approval | Read-only. Nothing is filed or submitted anywhere. |
| How to check it worked | Revenue per channel matches the platform reports; the sheet balances. |
Common mistakes
- Treating the snapshot as tax filing. It's management reporting only.
Setting it up in each agent
In Grok Bot
Ask the Bot to run the prompt once and review the result. Then say "Save the process we just used as a skill called 'Month-end P&L snapshot'" and "Create a routine that runs the Month-end P&L snapshot skill monthly on the 2nd". Grok Bot's docs say a Bot can own up to 50 routines, schedules must be at least five minutes apart, and you should use Test run before you enable one.
In Meta Muse
Paste the prompt into Muse and ask it to remember the job and run it on the schedule. Muse asks for approval before outbound actions and purchases, so keep the 'don't send' line in the prompt. Before you rely on it, check that Muse can reach the apps this recipe needs.
In ChatGPT Dots
Give your dot the prompt as an ongoing goal and set the schedule. Dots can work between chats and ask for approval before sensitive actions. OpenAI says background work counts toward your plan's allowance, so match the frequency to what you actually need.
Run it by hand once with harmless inputs before you schedule it. A test run does real work.