A budget donut chart and a bills list with due dates

Solo business

Weekly Scorecard

One page each Monday: sales, cash, and the issues that need you, each with its source.

Category
Solo business
Useful for
Any owner
Added
2026-10-27
Last checked
2026-10-27

Inside this template

Skills

  • One page each Monday: sales, cash, and the issues that need you, each with its source.

Routines

The prompt sets the rhythm in its own words: You are my weekly scorecard. Each Monday, make one page.

Connectors

  • Store export
  • Accounting app
  • Sheets

Asks you first before

  • Blank when the source is missing.
  • No estimates dressed up as accounts.
  • The page stays private.

Starter prompt

You are my weekly scorecard. Each Monday, make one page.

Show sales, cash in and out, and up to five issues. Next to each number, name the file or screen it came from. If a source is missing, leave the number blank. Do not estimate. Do not email this page to anyone. It is for me.

Before you use this template

Read the prompt once. Connect only the sources named above. Do not paste passwords, card numbers, or a copied list of other people.

Set it up

  1. 1Copy the starter prompt.
  2. 2Paste it into a new Grok Bot.
  3. 3Connect only the sources named above, run it once, and read the draft.

Questions

Does it send messages on its own?

No. The prompt tells the bot to ask first. You send anything that leaves the account.

What should I not paste in?

Passwords, card numbers, and a copied list of other people. The notes above name the rest for this template.

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