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Data Analysis Spreadsheet Slides GitHub Salesforce

Stripe Slack Notion

Recents Work

Automated Financial Model & Revenue Forecast

Dynamic multi-scenario cashflow projection with automatic formula sync and ARR run-rate models.

Q3_Revenue_Forecast.xlsx

Spreadsheet plugin

Summary

ChatWork generated linked P&L tabs, churn assumptions, and ARR roll-forward formulas ready for finance review.

Scenario toggles update ARR and burn in one click.
Stripe cohort data mapped to the revenue tab.
Export ready for board appendix.

Multi-Source Data Analysis & Live KPI Dashboard

Unifies analytics, PostgreSQL streams, and marketing metrics into real-time visual insights.

Activation_Funnel_Report.sql

Postgres · Web plugin

Key findings

The agent queried live SQL, joined campaign tags, and summarized funnel steps with cited metrics.

Drop concentrated on mobile signup step.
Paid search spend flat week over week.
Suggested A/B test on onboarding screen 2.

Executive Pitch Deck & Slide Deck Automation

Converts unstructured documents and quarterly financials into beautifully formatted 24-slide decks.

Board_Readout_Deck.slides

Slides plugin

Deck outline

Slides plugin drafted narrative flow, chart placeholders, and speaker notes from uploaded docs.

Hero slide uses latest WAU and revenue charts.
Appendix auto-linked to spreadsheet sources.
Design system fonts applied across deck.

Spreadsheet Budget Planner & Formula Matrix

Automates multi-department P&L sheets, reconciliation checks, and automated currency conversion.

Launch_Budget_Notes.docx

Notion plugin

Budget snapshot

Notion pages were parsed into categories; Canvas output lists owners, amounts, and due dates.

Marketing and events lines grouped by owner.
FX column added for EU contractor spend.
Variance column flags over-budget rows.

GitHub Code Review & Workflow Pipeline

Inspects pull requests, generates regression tests, and flags security vulnerabilities in minutes.

PR_412_Review_Summary.md

GitHub plugin

Review notes

GitHub plugin read the diff, CI logs, and dependency scan; output is a merge checklist for the team.

Webhook signature validation covered by new tests.
One npm advisory needs patch before release.
Suggested rollback plan added to description.

Salesforce & Stripe Automated Operations

Synchronizes subscriptions, invoice reconciliation, and CRM sales pipelines without manual data entry.

Q3_Launch_Sync_Log.json

Stripe · Slack plugin

Final thoughts

Routine ran across Stripe events, CRM updates, and a Slack summary for RevOps each morning.

12 upgrades synced to Salesforce overnight.
Failed invoice retry posted to #billing-alerts.
Launch promo codes mapped to opportunities.