Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.doe.so/llms.txt

Use this file to discover all available pages before exploring further.

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

WorkflowAgent output
Board metricsKPI workbook, charts, variance notes, risks, and source citations
Investor updatePolished narrative, metrics table, highlights, asks, and email draft
Expense reviewExceptions, missing approvals, department summary, and follow-up drafts
Financial modelAssumptions, formulas, scenarios, sensitivities, and audit notes
Public compsComparable company table, valuation multiples, sources, and summary
Operating reportWeekly 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 schedule. 
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 workflows

Sharing

Share reports, files, and evidence trails