Saas Metrics

Whatsapp Automation

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Guides WhatsApp Business automation for support chatbots, order notifications, appointment reminders and broadcast campaigns.

Xlsx Manipulation

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Creates and edits Excel .xlsx spreadsheets with openpyxl, covering formulas, formatting, charts and validation.

Web Search

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Guides formulation of web search queries, evaluation of sources, and synthesis of findings into a search strategy.

Weekly Report

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Generates structured weekly status reports for managers, teams, executives, or clients from information you provide.

Tiktok Marketing

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Plans TikTok marketing content: strategy pillars, video scripts, hashtags, posting schedules and performance analytics.

Template Engine

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Fills document templates with data, supporting mail merge across Word, Excel and PowerPoint files.

Tax Prep

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Prepares tax materials from closed books: a quarterly estimated payment breakdown or a year-end 1099-NEC list and accountant packet.

Plan Payroll

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Chains cash forecasting, overdue-invoice reminders, and payroll run staging so an owner can confirm payroll is covered before submitting it.

Job Post Builder

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Builds a hiring packet — job post, interview guide with rubrics, and offer letter template — from a role brief.

Contract Review

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Reviews NDAs, MSAs and vendor contracts, flags risky terms in plain English and offers a redlined DOCX.

Close Month

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Runs a month-end close chain: reconcile the ledger, refresh the cash forecast, then publish the close packet.

Business Pulse

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Builds a one-page cross-functional business snapshot for SMB owners from connected finance, sales, pipeline, calendar and inbox tools.