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Q2-Reporting

Build an interactive KPI app the team can explore

Build me an interactive app the team can use to explore our KPIs — MRR, signups, NRR — pulling live from Postgres and Stripe. If something looks off with signups, let us open a Linear ticket and assign it right from the app. Publish it so the team can dig in.
PgPostgreSQLSStripeLLinear
  1. Planned the analysis3 KPIs · live refresh · drill-down by segment
  2. Connected to PostgreSQLvia the credentials vault — no raw key exposed
  3. Queried Stripe for MRR & signups1,204 subscriptions reconciled
  4. Wired up Linear for one-click assignmentissues created straight from flagged rows
  5. Published kpi-app.htmllive, shareable URL

Done — here's your KPI app. MRR is up +9.4% week-over-week to $128.4k. One thing worth a look: signup checkout is erroring for EU accounts — I flagged it below so someone can grab it.

  • MRR, signups, and NRR update live — nothing to re-run.
  • Flagged a signup issue for EU checkout — assign it to a teammate right from the app.
  • Published to a live URL — the team can explore and assign follow-ups without asking you first.
Revenue-Ops

Top customer-feedback themes, ranked by revenue

Combine last month's Gong calls, Zendesk tickets, and HubSpot notes into the top customer-feedback themes — and rank them by revenue impact, not just frequency.
GGongZZendeskHHubSpot
  1. Pulled 42 Gong call transcriptsMay 1 – May 31
  2. Read 318 Zendesk ticketsplus 96 HubSpot deal notes
  3. Clustered into 7 themessemantic grouping + dedupe
  4. Scored each theme by attached ARRcross-referenced HubSpot deals
  5. Wrote the memofeedback-themes.md

Here's the May feedback memo. Ranked by revenue, the #1 theme is onboarding friction — 28 mentions across $214k of ARR, well ahead of where raw frequency would rank it. Pricing confusion and a missing Salesforce sync round out the top three.

  • Every theme links back to the exact calls, tickets, and quotes.
  • I drafted a short product follow-up list at the end of the memo.
general

Extract 38 receipts into a Q2 expense workbook

Extract these 38 receipts from the shared Drive folder and build a categorized Q2 expense workbook with monthly totals. Flag anything that looks like a duplicate.
△Google Drive
  1. Read 38 receipts from Google DriveOCR on PDFs and photos
  2. Normalized vendors & currencies3 currencies → USD
  3. Categorized into 12 bucketssoftware, travel, meals, …
  4. Flagged 2 likely duplicatessame vendor, amount, ±1 day
  5. Built expenses.xlsx3 sheets, formulas intact

Built expenses.xlsx — 38 receipts totaling $24,318 across 12 categories. Software is the biggest line at $9,240. I flagged 2 duplicate charges ($318) for your review on the Summary tab.

  • Each row links to the original receipt in Drive.
  • Monthly totals and category subtotals are live formulas, not pasted values.
general

Daily 7am briefing across Slack, Gmail, Calendar, Linear

Every weekday at 7am, scan Slack, Gmail, my Calendar, and Linear, and give me a priority briefing before my first meeting — what changed overnight and what needs me.
#SlackMGmail31Google CalendarLLinear
  1. Scanned 6 Slack channelsovernight messages + mentions
  2. Triaged 23 new emailsurgent vs. FYI
  3. Read today's calendar5 meetings, 2 need prep
  4. Checked Linear4 issues moved to your review
  5. Scheduled the recurring runweekdays · 7:00 AM

Scheduled ✓ — I'll run this every weekday at 7:00 AM and drop the brief here. Today's headline: 3 things need you before 10am. Acme is waiting on your reply, the pricing doc needs sign-off, and your 9:30 needs 5 minutes of prep (notes attached).

  • Everything links to the source — one click to the Slack thread or email.
  • You can change the cadence or what it scans anytime in Scheduled Tasks.
general

Size the US SMB-analytics market and compare vendors

Size the US SMB analytics market, compare the top vendors by price and ICP, and build me a shareable briefing I can send to the team.
BQBigQuery
  1. Researched 14 market sourcesreports, filings, pricing pages
  2. Modeled TAM / SAM / SOMbottoms-up by segment
  3. Compared 8 vendorsprice, ICP, and gaps
  4. Compiled a sourced appendixevery number cited
  5. Built market-sizing.htmlpublished, shareable

Here's the market-sizing briefing. TAM $18.4B, SAM $6.2B, three-year SOM $430M. I compared eight vendors — the clearest wedge is sub-50-seat teams that enterprise BI tools price out and overserve.

  • Every figure carries a citation in the sources appendix.
  • Published to a live URL — share the link, no export needed.

Projects

Group work, set instructions, and keep its data and artifacts together.

general

Default project

3 tasks2 artifacts

Q2-Reporting

Board metrics & dashboards

1 tasks1 artifacts

Revenue-Ops

GTM signal & feedback

1 tasks1 artifacts

Scheduled Tasks

Cowork runs these on the cadence you set, then drops the results in the task.

Schedule anotherWeekly summaries, recurring audits, morning digests…

Live Artifacts

Documents, dashboards, and apps Cowork produced. Publish to share a live URL.

Search artifacts ⌘K
Sort: Published first

5 artifacts

Connected Apps & Data

Connect a source once. Secrets go into a vault, scoped per connection — the agent never sees a raw key.

Connected
Pg PostgreSQLDatabases Connected
S StripeFinance Connected
M GmailProductivity Connected
# SlackProductivity Connected
31 Google CalendarProductivity Connected
L LinearEngineering Connected
Available — featured

Memory

Rules, lessons, and saved context Cowork can reuse — yours to inspect and edit.

Global 1
Project · general 2
Select a memory file to inspect it.

lessons.md global

— Always reconcile Stripe MRR against the subscriptions table before reporting; they drift by ~2%.

— The boss prefers numbers first, then the narrative. Lead with the headline metric.

— Publish dashboards as live URLs by default — the team shares links, not screenshots.

lessons.md project · general

— Fiscal quarter starts in February, not January. Q2 = May–Jul.

— "North-star" metric is NRR; report it on every dashboard.

rules.md project · general

— Never write to production databases. Read-only credentials only.

— Currency is USD. Convert at the receipt date's rate.

Skill Library

Teach a skill once; Cowork recalls it when the work fits — no relearning.

Settings

Cowork configuration and workspace preferences.

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MindsHub Model Router
Routes via MindsHub with smart model selection. Pre-wired — no per-provider API keys.
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Planning model
Reasoning, orchestration, and responses.
Model
Reasoning effort
Coding model
Scratchpad code generation.
Model
Estimated performance Updates with the models and reasoning effort
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Toggle off for a flat surface instead of the moving grid.

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