13 ideas
AI ideas for owner reporting
Short, regular numbers beat a big report nobody opens. These ideas send the owner a few figures that matter, on a schedule, with the arithmetic shown.
- 01Leads / Reporting
A morning callback list built from yesterday's missed calls
Before the office opens, Cowork pulls yesterday's missed and abandoned calls, matches them to existing customers, and emails one ranked callback list to the person who answers the phone.
Most trades & officesQuo, RingCentral, Jobber +2Light setup - 02Money / Reporting
Catch completed jobs that were never invoiced
Every Monday, Cowork compares last week's completed Jobber jobs with invoices and lists any job that was finished but not billed.
Electrical · Plumbing · HVAC · LandscapingJobber, QuickBooks Online, GmailLight setup - 03Reporting / Money
A four-week cash outlook every Friday
Cowork combines open invoices, upcoming bills and the next payroll into a plain four-week cash outlook so the owner sees a tight week coming before it arrives.
Electrical · Plumbing · HVAC · Landscaping · LawQuickBooks Online, Gusto, Composio +1Medium setup - 04Reporting / Marketing
A Friday tally of where this week's leads came from
Once a week, Cowork reads the week's new Jobber requests and lead emails, works out the source of each one (Google, referral, truck sign, Angi, repeat customer), and emails the owner a short table.
Electrical · Plumbing · HVAC · Landscaping · Real estateJobber, Gmail, Google DriveLight setup - 05Reporting / People
A weekly audit of what the AI actually did and saved
Every Monday, Cowork reads its own log of drafts created and approved and sends leadership a short report: hours saved by agreed standard times, approval rate, and which drafts people keep rejecting.
Most trades & officesGoogle Drive, Gmail, JobberLight setup - 06Reporting / Quotes
Compare estimated and actual hours on finished jobs
Each week, Cowork lines up the hours quoted on finished jobs against the hours logged, and flags the job types where the shop keeps underbidding.
Electrical · Plumbing · HVAC · LandscapingJobber, Composio, Google DriveMedium setup - 07Reporting
The owner's weekly numbers, in one Monday email
At 6 AM Monday, Cowork pulls last week's revenue, jobs, quotes, overdue invoices, cash and new reviews into one short email, with three things that need the owner's attention.
Most trades & officesQuickBooks Online, Jobber, Gusto +2Light setup - 08Reporting
A practice manager's Monday briefing built from non-patient numbers
Every Monday, Cowork pulls revenue, expenses, payroll, review counts and marketing figures that contain no patient information into one short email for the owner-doctor and practice manager.
Dental · MedicalNo PHIQuickBooks Online, Gusto, Google Drive +2Light setup - 09Reporting / Money
A weekly digest of payer policy bulletins for the billing team
For medical practices, Cowork reads the public provider bulletins and newsletters payers email to the billing mailbox and writes a one-page weekly digest of changes that affect the practice's common services.
MedicalNo PHIGmail, Google DriveLight setup - 10Reporting / Money
A month-end close packet for each bookkeeping client
On day two of each month, Cowork prepares a packet per client: reconciliation flags, a plain-English P&L summary and the questions to ask, saved to the client's Drive folder for the bookkeeper.
BookkeepingQuickBooks Online, Xero, Google Drive +1Heavy setup - 11Admin / Reporting
A 4 PM list of client emails nobody has answered
Every afternoon, Cowork finds client emails that have gone more than a day without a reply and sends the office manager one list, oldest first.
Insurance · Law · Real estateGmail, Outlook / Microsoft 365Light setup - 12Admin / Reporting
Weekly status-update drafts for every open matter
Each Friday, Cowork reads the week's notes and activity on open matters and drafts a short status email per client for the responsible attorney to review.
LawClio, Google Drive, Gmail +1Heavy setup - 13Marketing / Reporting
Showing feedback, collected and summarized for the seller
For listing agents, Cowork drafts feedback requests to buyer agents after each showing, then turns the replies into a weekly summary for the seller.
Real estateGmail, Google Calendar, Google Drive +1Light setup
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