P&L Report Generator
This agent generates a comprehensive Profit and Loss report from Shopify and Facebook Ad Spend data.
Rolando Mayert IToday at 10:10am
Can you generate the P&L report for the last month?
P&L Report GeneratorToday at 10:11am
Sure! I'll generate the P&L report for the last month and send it to you shortly.
Running behavior...
P&L Report Generator
This agent generates a comprehensive Profit and Loss report from Shopify and Facebook Ad Spend data.
Why you should use the P&L Report Generator template:
This template automates the process of generating a detailed P&L report, saving you time and ensuring accuracy in financial reporting. By consolidating data from multiple sources, it provides valuable insights into your business performance.
How the template works:
This template uses an AI assistant to generate a P&L report based on Shopify and Facebook Ad Spend data. When you trigger the report generation, the assistant:
Reads the Shopify orders data from a Google Sheet.
Reads the Facebook ad spend data from another Google Sheet.
Processes the Shopify data by grouping it by order date and calculating daily revenue and costs.
Processes the Facebook ad spend data by grouping it by date and calculating daily ad spend.
Combines the daily financial data from both sources based on their respective dates.
Calculates daily net profit for each date.
Summarizes overall P&L metrics across all dates.
Prepares a 15-day trend analysis of the financial data.
Identifies key profit days from the dataset.
Generates business insights based on the calculated data.
Formats the P&L report with a structured layout.
Outputs the report to a Google Doc or sends it as a Slack message.
Capabilities
These capabilities can be customized to best fit your needs.
P&L Report Generator
Need help or more inspiration? Check out our Agents help docs and feature guide.
Related templates
Forrest Hegmann III
Add and categorize this expense: Office supplies purchase from Staples, pens and notebooks, $45.20.
New Expense Classifier
Sure! I'll add and categorize that expense.
Running behavior...
Classify new expense
New Expense Classifier
This agent automatically organizes and categorizes expense data.
Christopher Lind
Send me a daily breakdown of all expenses categorized by type.
Daily Expense Summary Email
Of course! I’ll pull yesterday’s expenses, group them by category, and send you a full summary email every morning.
Running behavior...
Send daily categorized expense summary
Daily Expense Summary Email
This agent automatically sends a daily summary of categorized expenses.
Stacey Hoeger
Whenever I react to a Slack message with the thumbs up emoji, schedule a task for me to follow up on it.
Review Slack Mentions & Block Time for Follow-Ups
Got it! I'll schedule a follow-up task whenever you react with the thumbs up emoji on a Slack message.
Running behavior...
Slack To-Do Task Scheduler
Review Slack Mentions & Block Time for Follow-Ups
This agent schedules tasks based on reactions to Slack messages.