What you import
Scheduled pull from lead, job, invoice, review sheets → summary email.
n8n · Make · Zapier
One compiled note: jobs, money, reviews, next month.
You feel busy and cannot say what moved. This pack compiles the sheets you already keep into one monthly note.
Before: a feeling. After: a one-pager you can read on the first Sunday.
Scheduled pull from lead, job, invoice, review sheets → summary email.
n8n · Make · Zapier
Google Sheets, Gmail, optional LLM summary.
30 minutes after the source sheets exist.
Garbage in, garbage out. If the week was not logged, the report will be thin.
Calls booked, jobs closed, invoices open, reviews asked.
Same loop.
New patients, no-shows, reviews. Not a clinical quality report.
Consults, shows, memberships asked.
Appointments kept, no-shows, reviews.
Chairs filled, rebooks, reviews.
Intakes, engaged matters, aging invoices — high level.
Vacancies, on-time rent, open tickets.
Compile the month-end operator report (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.