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Monday’s settlement is already on the desk

Excel on Accounting, the report on Documents, one approval — then a Monday automation.

Accounting · Automation

Every Monday used to cost half a morning: open the spreadsheet, split the lines, paste a report. In HandOff that became two agents, one approval, and a Monday schedule.

The flow

One request becomes a Task. Accounting gathers the numbers, Documents writes the one-pager, and mail goes out only after a person approves.

Weekly settlement flow from request through accounting, documents, approval, and mail — Request → Accounting & Finance → Documents & Reports → human approval → mail and files

1. RequestLast week’s costs, plus a one-page draft

2. AccountingClassify, find gaps, total

3. DocumentsSettlement sheet and report draft

4. ApproveCheck totals and recipients in Inbox

5. DeliverSend mail; files stay on the Task

Tools on the agents

We kept the default Accounting & Finance and Documents & Reports agents. Each one only received the tools that match the role, then handed work across inside one Task.

Accounting & FinanceWeb search, Excel, internal files. It splits card spend and invoices into accounts and flags rows that do not add up.

Documents & ReportsDocument output and Excel export. It turns Accounting’s table into a one-page weekly close and a mail draft.

HandOff agent organization chart — Accounting and Documents sit side by side. Tools attach per agent.

The first run

The chat line was “close last week’s costs and draft a one-pager for leadership.” HandOff proposed Accounting → Documents → approval. Mail waited.

Workflow waiting for approval — Inbox shows totals and recipients before anything is sent.

Accounting marked the classification table and three missing items
Documents attached the weekly close file and the mail copy on the same Task
Approve and it stands; reject and it resumes from that step

Pinned to Monday

The finished Task became an automation: Monday 09:00, same prompt, same agents, same approval seat. People no longer rebuild the spreadsheet. They pass the numbers.

Automation list — The schedule reopens the same workflow. Tools and the approval line stay put.

Monday after

A half-day close is now one Inbox check after arriving. Classification lives on Accounting, tone lives on Documents, and only a person can send. Next week nobody types the request again.