List what the month-end pack is missing

Updated 16 Oct 2026

A list names which pack items you have and which are absent, based on the checklist you pasted.

Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.

This specification does not give tax advice. The books stay in the accounting system.

AI tool

Claude Grok Bot

What it does

Use Claude to list what the month-end pack is missing

Why it helps

A list names which pack items you have and which are absent, based on the checklist you pasted.

Time: About one to two days, including a trial on an old record.

Difficulty: Moderate

Tools: Xero, Claude, Notion

Problem

Month-end is a scramble because the missing pieces are noticed by the bookkeeper, not before.

Outcome

A list names which pack items you have and which are absent, based on the checklist you pasted.

Tools

A checklist and a folder list, then a gap list, then the pack note.

Xero — required. Where the page starts. Nothing is sent from this step.
Claude — required. Drafts from the pasted source only.
Notion — required. Where the accepted text is filed on the page.

Basic steps

Public outline. Setup, settings, and prompts are on the full specification.

1
Trigger · Xero
Catch the event
You start month-end and export the list of attachments Nothing is sent yet.
2
Action · Claude
Draft from the source only
A draft is made from your checklist and the list of files you have. A person reads it before it goes anywhere.
3
Check · Notion
File what you accepted
A person keeps the accepted text on the page.

Planning ranges

First setup: About one to two days, including a trial on an old record.

After it is running: A few hours a week of drafting, once a person still checks the output.

These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.

Industries: Most small businesses, Professional services. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.

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More in this function

Function notes: Invoice reminders and a monthly owner note. The books stay in the accounting system.

List what the month-end pack is missing

What it does

Why it helps

Problem

Outcome

Tools

Basic steps

Catch the event

Draft from the source only

File what you accepted

Planning ranges

More in this function

AI tools

Categories

Industries

What it does

Why it helps

Problem

Outcome

Tools

Basic steps

Catch the event

Draft from the source only

File what you accepted

Planning ranges

Full build sheet

Full build sheet