Pulls revenue, margin, and job health from Knowify and creates a formatted monthly report page in Notion that your team can reference and annotate.
Pull the last 30 days of data from my Knowify account — total revenue billed, overall margin across active jobs, AR summary, AP summary, and any jobs flagged for overruns or margin issues. Then create a new page in my Notion [Operations / Monthly Reports] database titled “[Month] Business Report” and format it as a structured monthly summary my team can review.
