Draft the Monthly Close Memo
For the last step of close. DuckyHelper reads the income statement in NetSuite, checks revenue against Stripe, finds the costs that moved most against plan, works out runway, and writes the memo in Notion for your edits.
“Draft October's close memo in Notion from NetSuite and Stripe: biggest movers against plan, and runway.”
- 01Write small tools for NetSuite and Stripe, onceSmall JavaScript tools made from how each site already works. The next run calls them directly.
runReport(name, period)getBalanceSummary(period)
- 02Pull the month's income statement
- 03Check revenue against Stripe
- 04Find the biggest movers against plan
- 05Work out runway at the current burn
- 06Draft the memo in Notion
You getA memo ready for review. Numbers checked, movers explained, runway updated. Next month it's one ask.
A run, drawn from this page · early access on Mac
Nothing to send, so it runs straight through.
Nothing in this job sends a message or pays for anything, so it works through to the end and tells you when it's done. If a step ever would, it's built to stop and ask you first.
If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.
Do it once. Then let it repeat.
When it's done, it offers to keep doing it: on the 1st of every month. Each run goes through the API it learned the first time, so it's quick, and it's still built to ask before it sends or pays.
Always-on automations are in early access on Mac.
Before you ask it.
What do I say?
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Draft October's close memo in Notion from NetSuite and Stripe: biggest movers against plan, and runway."
Why is the second time faster?
The first time, it writes small JavaScript tools for NetSuite, Stripe and Notion and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.
Will it send anything without me?
It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.
Why not just do it by hand?
After close, someone still has to explain the month, and it's usually written late and from memory.
Can it keep doing this on its own?
Yes. When it's done it offers to make it automatic (on the 1st of every month). Each run goes the same way and is still built to ask before it sends or pays.
Can I use this today?
Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.
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Do anything
Ask it a question or hand it a job, in any app.
Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.