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WorkspaceDokki

Business Review

Contract value, cash collected and cost for every client project, with an agent that does the sums and says which project needs attention.

Use templateSee what's inside

Creates a new workspace for you.

v1 · Published Sep 26, 2026

What you get

  • 2 documents
  • 2 tables
  • 1 agent
A Client projects table with contract value, cost, payment due date and region, and a Payments received table for every payment that comes in. Dokki tables have no formulas, so the Finance Analyst does the arithmetic: it adds up each project's payments, works out what is outstanding and the profit, writes a one-line warning where money is at risk, and writes the monthly business review. It drafts payment reminders for the project owner to send.

First thing to try· About 5 minutes

Run the numbers once

Record one real payment in Payments received, then ask the Finance Analyst: “Update the numbers and tell me which project needs attention.”

You will know it worked when

Collected, Outstanding and Profit are filled in, and each at-risk project has a finance note.

Before you start

Nothing to connect.

What stays behind

A template copies the work, never the access.

  • Members, sharing and per-resource roles
  • Comments, version history and run records
  • Connection authorizations, OAuth grants and API keys
  • Webhook URLs, signing secrets and live schedule state

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