Finance and Operations Playbook

Finance and operations work depends on clean numbers, source evidence, repeatable reporting, and careful review. Doe agents can combine files, spreadsheets, connected apps, database analysis, and generated artifacts into workbooks, memos, and approval-ready drafts.

What To Delegate

Task	Agent output
Board metrics	KPI workbook, charts, variance notes, risks, and source citations
Investor update	Polished narrative, metrics table, highlights, asks, and email draft
Expense review	Exceptions, missing approvals, department summary, and follow-up drafts
Financial model	Assumptions, formulas, scenarios, sensitivities, and audit notes
Public comps	Comparable company table, valuation multiples, sources, and summary
Operating report	Weekly or monthly report from connected sources, files, and prior sessions

Example Agents

Board Metrics Agent

Use the Q1 Metrics folder, connected revenue data, and @HubSpot pipeline.
Create a board-ready workbook with KPI summary, charts, risks, wins, and open questions.
Validate totals before finalizing.

Investor Update Agent

Create a monthly investor update.
Pull revenue metrics, product shipped notes, customer wins, risks, and next-month priorities from the connected sources.
Draft the email for review and include a supporting metrics table.

Expense Review Agent

Every morning, check @Ramp for transactions over $1,000 from yesterday.
Categorize by department, flag missing approvals, and draft follow-ups to owners.
Do not send until I approve.

Make It Recurring

Finance and operations playbooks are strong Loop candidates because the same review often happens on a predictable cadence.

Every Monday at 7am PT, update the weekly metrics workbook.
Pull revenue, activation, pipeline, and expense signals from connected sources.
Create charts, summarize changes, and share a draft executive update.

Review Checklist

Ask Doe to preserve formulas when you need an auditable workbook.
Ask for an independent total check when numbers matter.
Require source citations for metrics and claims.
Keep external emails and calendar events as drafts until approved.
Save recurring reports in a Library folder so each run has a durable output trail.

Spreadsheets

Build, validate, chart, export, and sync workbooks

Research and Code Sandboxes

Analyze data and create generated artifacts

Loops

Schedule recurring finance and operations tasks

Sharing

Share reports, files, and evidence trails

Getting Started

Task Playbooks

Using Doe

Administration

Finance and Operations Playbook

What To Delegate

Example Agents

Make It Recurring

Review Checklist

Spreadsheets

Research and Code Sandboxes

Loops

Sharing

​What To Delegate

​Example Agents

​Make It Recurring

​Review Checklist

Spreadsheets

Research and Code Sandboxes

Loops

Sharing

What To Delegate

Example Agents

Make It Recurring

Review Checklist