The team for this work
Which agents to hire, which Marketplace templates start them, and the order they need each other in.
✦ Guide · Intermediate
AI for finance teams
Spreadsheet review, invoice filing, deadline tracking and a month-end status as a team of agents that ties every number back to its source rows.
Start guideYOUR OUTCOME
You will run a finance pod that reviews the model for numbers that do not tie, files invoices with the unmatched set flagged, tracks every deadline and reports what is still open at month end.
Flag formulas that do not reconcile and hard-coded numbers in formula cells An unmatched receipt is filed as unmatched, never guessed Month end runs on a schedule and reports open items with owners
4 min
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
The group and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
What each lesson covers
The guide, lesson by lesson.
The team for this work
Which agents to hire, which Marketplace templates start them, and the order they need each other in.
Start from the work, not the tool: Spreadsheet review, invoice filing, deadline tracking and a month-end status as a team of agents that ties every number back to its source rows. The team is Sol · Spreadsheets (Spreadsheet review and reporting), Ivy · Invoices (Invoice and expense organisation), Deadlines (Deadline and renewal tracking), Month-end (Weekly status reporting). Each starts from a Marketplace template, imported as your own copy, renamed and re-goaled on the setup card; nothing personal and no creator credentials come with a template.
Practice. Open Marketplace, Agent templates, and read the Instructions and Integrations of each template on this list before you import anything. Note which sources each one will ask you for.
Marketplace → Agent templates → open Spreadsheet review and reporting. Read Instructions, then Integrations.
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
Import agent creates your copy and opens the setup card. Rename it, replace the goal with yours, and choose When to work. Spreadsheet review is the first hire because every report and every close depends on a model whose totals tie.
Practice. Import Spreadsheet review and reporting, rename it Sol · Spreadsheets, and paste your goal on the setup card. Choose Now, once, and Continue. Check its first deliverable in Doc Manager before the next hire.
Name: Sol · Spreadsheets. Goal: Review the attached month-end model. List every formula that does not reconcile to its source rows, every hard-coded number sitting in a formula cell, and every total that does not tie across sheets, with the cell reference. Do not change the workbook. When to work: Now, once.
The group and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
Create group chat, name it Finance pod, add Sol · Spreadsheets, and post what the team is for. Then hire the second wave with goals that start by reading the first wave's document. @Name directs one member, @everyone the room, Work ↗ opens a member's own session. Invoices are filed against the model's categories; deadlines are read from the contracts; the status agent reports only what the checklist shows.
Practice. Create Finance pod, add each hire as it joins, and ask every member to post what it made and the one thing it would flag.
@everyone Welcome to the finance pod. Sol's findings are in the workspace. Ivy: file the attached invoices against the model's categories and list anything unmatched. Deadlines: read the attached contracts and list every notice date and renewal in the next 90 days. Month-end: report from the close checklist only.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
A close is a checklist that has to be run every month; a routine runs it and reports what is still open. Every run is a session under Finished today. Close each cycle with a status round, "@everyone one line each", and a grade against the acceptance checks each agent wrote first.
Practice. Create the routine, use Run now to get today's first report, then run one status round in Finance pod.
New routine. Name: Month-end close. Instructions: Run the attached close checklist: for each item report done, open or blocked with its owner, and list every open item at the top. Read only the checklist and the updates attached this cycle. Frequency: Every week, Friday, 16:00.
Keep going
Make the learning stick
Start with one real piece of work.
Open Oppermind beside the lesson, apply each step, and leave with something you can use.