What a connected business looks like
GrokWhat's booked today in Cliniko — and what changed over the weekend?
ClaudeWhich jobs in MYOB cost more than we charged?
ChatGPTWhich of today's customers still owe us money in Xero?
GrokGet my BAS ready from Xero — and tell me what's missing.
ChatGPTTop 20 customers in Shopify this year. Who hasn't come back?
GrokWhat's booked today in Cliniko — and what changed over the weekend?
ClaudeWhich jobs in MYOB cost more than we charged?
ChatGPTWhich of today's customers still owe us money in Xero?
GrokGet my BAS ready from Xero — and tell me what's missing.
ChatGPTTop 20 customers in Shopify this year. Who hasn't come back?
GrokThis week's takings in Square against the same week last year.
ClaudeEverything on this customer from HubSpot. One screen.
ChatGPTQuotes in Simpro gone quiet for 14 days — draft the follow-ups.
ClaudeBuild a 13-week cash flow forecast from MYOB.
GrokIf we're 20% busier next quarter, what breaks first?
GrokThis week's takings in Square against the same week last year.
ClaudeEverything on this customer from HubSpot. One screen.
ChatGPTQuotes in Simpro gone quiet for 14 days — draft the follow-ups.
ClaudeBuild a 13-week cash flow forecast from MYOB.
GrokIf we're 20% busier next quarter, what breaks first?
01 — Monday, before the doors open
Start the day already sorted.
Grok01What's booked today in Cliniko — and what changed over the weekend?
Claude02Who's rostered on in Simpro, and where are we short?
ChatGPT03Which of today's customers still owe us money in Xero?
Grok04What's due out this week that's waiting on a supplier in MYOB?
Claude05Anything in Shopify promised for today that isn't ready?
ChatGPT06Draft each of my staff a run sheet for the day from Fergus.
02 — While the customer is on the phone
Look brilliant in real time.
Claude07Everything on this customer from HubSpot — history, spend, open work, unpaid invoices. One screen.
Grok08What did we quote in Simpro, what did we deliver, what's still unbilled?
ChatGPT09Every sale for them in Square over the last three years. One line each.
Claude10Write them a plain update from ServiceM8: what's done, what's waiting, when it's ready.
Grok11What did they buy last time in Shopify — and what usually goes with it?
ChatGPT12Before I return this missed call — everything Cliniko knows about them.
04 — The owner, 9pm at the kitchen table
Know the business.
Claude19Draft my month note from Xero: revenue, margin, unbilled, overdue. One page. No adjectives.
Grok20From MYOB — what makes us money, and what keeps us busy losing it?
ChatGPT21Top 20 customers in Shopify this year. Who hasn't come back in 90 days?
Claude22Draft a P&L from this year's QuickBooks. Mark every figure you couldn't find.
Grok23What renews or expires in Simpro in the next 60 days — contracts, agreements, maintenance plans?
ChatGPT24If I raised prices 5% in QuickBooks, what does it touch?
05 — The spreadsheet you'll never build again
Kill the manual reports.
Grok25Supplier orders outstanding more than 21 days from Xero.
Claude26Shopify stock below reorder — and what hasn't moved in 90 days.
ChatGPT27Hours sold against hours paid in Simpro, by person.
Grok28Square customers we haven't seen in six months — draft the 'we miss you' note.
Claude29The 15 things we sell most in MYOB: what we pay against what we charge.
ChatGPT30Monday board pack from Simpro and Xero, ten lines: booked, unbilled, overdue, quiet quotes, low stock, no-shows, renewals due, worst margin, best margin, one thing to fix.
06 — The jobs you pay the accountant for
Walk in prepared.
Grok31Get my BAS ready from Xero — GST collected, GST paid, draft figures, and what's missing.
Claude32Build a 13-week cash flow forecast from MYOB — what's coming in, what's going out, and the week it gets tight.
ChatGPT33Budget against actuals from QuickBooks, month by month, with one line on every blowout.
Grok34Age my debtors and creditors from Xero — who we chase, who we pay, and in what order.
Claude35Build my end-of-financial-year pack from MYOB — P&L, balance sheet figures, asset list — flagged wherever my accountant needs to look.
07 — The questions that make the business better
Grow it on purpose.
ChatGPT36From Square — our busiest and quietest hours, by day. Are we open and staffed at the right times?
Grok37From Simpro — our quote win rate by job type and size. Where do we lose work, and at what price?
Claude38From HubSpot — which lead source actually turns into paying customers, and what does each one cost us?
ChatGPT39From Xero — how many days our cash sits tied up in stock and unpaid invoices, and the one change that frees the most.
Grok40From MYOB — if we're 20% busier next quarter, what breaks first: people, stock or cash?