Business reporting · Electrical example
Start the day with the useful details.
An electrical contractor wants a morning briefing on today’s visits, open requests, and money still outstanding.
Try an instruction like this
“Prepare my morning briefing: today’s electrical jobs, open customer requests, and outstanding invoices. Highlight the decisions I need to make, with links back to the records.”
How the work moves forward
- 1.
Gather the work
Read today’s jobs and the leads still waiting for a next step.
jobs_list · leads_list
- 2.
Check the money
Run the receivables report, if the connection has financial access.
reports_run
- 3.
Write the briefing
Summarize the exceptions with references to the underlying records.
jobs_get · invoices_get
- 4.
Keep it coming
Follow the event feed so the assistant can flag changes, or export the full report as a CSV.
events_list · reports_export
What you get back
A short briefing grounded in current jobs, leads, and the financial reports your access allows.
Example workflow. What an assistant can do depends on the actions you allow, their limits, and which changes require approval. Everything it does is recorded in Crewsmith for your team to review.