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Create monthly executive report for SME owner from sales, finance, operations, and customer inputs.
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Based on SOC occupation classification
| name | monthly-report |
| category | thai-business |
| version | 1.0.0 |
| description | Create monthly executive report for SME owner from sales, finance, operations, and customer inputs. |
| risk_level | medium |
| output_type | markdown, pptx-outline, xlsx-schema |
Create executive monthly report for business owner decision-making.
monthly-report discovery manifest; required-role failure blocks and optional-role failure produces a labeled partial section.finance-operator (numbers) and marketing-operator (competitor/market notes). Verify the two sets don't contradict each other (e.g. a "revenue up" claim vs a competitor threat noted as severe) before merging into one narrative; if data sources disagree, present both and flag the discrepancy rather than picking one silently.Match bank statement transactions with invoices/receipts and produce exception report.
Prepare 1-2 page client meeting brief for Thai SME owners.
Compare competitors with SME offer and summarize strategic implications.
Extract, categorize, and summarize SME receipts and expenses.
Create daily SME owner brief from messages, emails, calendar, and task notes.
Classify, rename, and organize files based on content with approval gate.