The problem
Owners know roughly how the week went but rarely have the numbers in one place. Pulling them means logging into four systems on Sunday night, or not doing it. Decisions about hiring, pricing and marketing get made on feel.
What Cowork does
- A weekly task at 6 AM Monday reads QuickBooks (revenue, cash, AR over 30 days), Jobber (jobs booked and completed, quotes outstanding), Gusto (next payroll date and amount) and new reviews where a review connection exists.
- It compares each number with the prior week and the four-week average.
- It picks three items that need the owner, such as a large quote going stale or an invoice past 45 days.
- It sends one email and adds a row to a Google Sheet so trends build over time.
Where the draft lands
One Monday email and a history sheet.
What stays with you
Every decision. The email is a summary, and the bookkeeper's books remain the source of truth.
Week of Oct 5: Revenue $18,420 (4-wk avg $16,900) · Jobs completed 23 · Booked 26 · Quotes open $41,300 · AR over 30 days $6,180 · Cash $38,900 · Next payroll Fri, $9,450 · New reviews 3 (4.8 avg)
Needs you: 1) Q-1183 panel upgrade, $4,850, 10 days old. 2) Becker invoice 47 days late. 3) Two techs over 45 hrs.
Watch-outs
- If the books are behind, the numbers will be too. Pair this with a bookkeeper who closes weekly.
- Claude for Small Business includes a /monday-brief workflow. This idea adds the trades-specific numbers it doesn't cover, like Jobber quotes.
Questions owners ask
Is this the same as Anthropic's Monday brief?
It builds on the same idea and adds field-service data from Jobber, which Anthropic's small business plugin doesn't connect to.
Can I reply with questions?
Not to the email itself. You'd ask in Claude, or ask Workahead to add the number to next week's email.