Business pulse | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Business snapshot with gaps and priority actions.

Start with: Cash, sales, receivables, pipeline and commitments supplied by owner.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Choose the reporting date and list the business outcomes the owner needs to manage. Record the source and freshness of each figure.
Summarize sales, cash, receivables, commitments, workload and customer issues using consistent periods and definitions.
Identify the few exceptions that materially affect the next operating decision. Separate cash on hand from expected receipts.
Return a compact business snapshot and prioritized actions. Reconcile repeated figures across sections and flag missing data.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Make business analysis more trustworthy and repeatable.

Possible success measures: Data completeness, reporting hours, calculation errors. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: business-pulse
description: "Prepare business snapshot with gaps and priority actions. Use for this workflow with supplied business information."
---

# Business pulse

## Inputs and purpose

Use this workflow to prepare: Business snapshot with gaps and priority actions.

Start with: Cash, sales, receivables, pipeline and commitments supplied by owner.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Choose the reporting date and list the business outcomes the owner needs to manage. Record the source and freshness of each figure.

2. Summarize sales, cash, receivables, commitments, workload and customer issues using consistent periods and definitions.

3. Identify the few exceptions that materially affect the next operating decision. Separate cash on hand from expected receipts.

4. Return a compact business snapshot and prioritized actions. Reconcile repeated figures across sections and flag missing data.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Make business analysis more trustworthy and repeatable.

Possible success measures: Data completeness, reporting hours, calculation errors. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).