Workflows, start to finish
A guide explains something. A workflow gets it done. Each of these carries the prompt to paste at each step, the tool that step calls, what should come back, and a table of the ways it goes wrong — because a walkthrough that only covers the happy path misleads the first time reality intervenes.
- Turn a bank statement into categorized books — The whole job in one sitting: extract the rows, import them with the arithmetic checked, categorize what your assistant recognises, and deal with what it does not.
- Create a profit and loss statement from bank statements — What has to be true before a P&L means anything, how to produce one from categorized transactions, and the four ways bank-statement books mislead you.