Each odd row you flagged becomes a question, and unflagged rows are left alone.
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.
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Function notes: Invoice reminders and a monthly owner note. The books stay in the accounting system.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to turn a report into questions
Each odd row you flagged becomes a question, and unflagged rows are left alone.
Time: About one to two days, including a trial on an old record.
Difficulty: Moderate
Tools: Power BI, Claude, Notion
A dashboard is glanced at. The odd number is not written down, so it is never asked about.
Each odd row you flagged becomes a question, and unflagged rows are left alone.
A report export, then questions, then the page.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Power BI
You export a report page you already use Nothing is sent yet.
Action · Claude
A draft is made from the export and the rows you flagged. A person reads it before it goes anywhere.
Check · Notion
A person keeps the accepted text on the page.
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. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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