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Example 14 / 18 · a sample from our Rolodex of 100+ automations Claude Skill
Automation Breakdown · Claude Skill

Prime Sweeping Analysis

A living route-and-site profitability engine for a $2M/yr sweeping company. New data drops in a folder, fuel statements, payroll, invoices, GPS mileage, and the skill folds it into a versioned workbook where changing one wage cell reflows every route margin and site P&L in the model.

129 sites on the P&L
9 routes costed nightly
v15+ versioned workbook
1 session log = memory
True AI automation isn’t one clever workflow. It takes 20 to 40 workflows working together to make a real impact on a business. That’s what we do: a Rolodex of 100+ automations across different CRMs and platforms, ready to be custom-built for your specific CRM and software stack.
The Workflow
Scroll sideways · click any step for its explanation
true
false
The data conventions are law
Punch-cleaning rules, route classification, invoice-level revenue attribution, the QB-to-Nektyd name map, no deviation without telling Walt. Consistency is what makes month-over-month comparable.
Findings stay found
Key conclusions (true ~5% net margin, 2x insurance premiums, porter “losses” that are misattributed bulk pickups) are on record, built on, never re-derived.
Versioned, always
v14, v15, v15.1… every change bumps the version and archives the old file. Walt’s open Excel window can never eat an update.
▶
Prime Data Arrives
or any Prime question
F
Mount the Folder
Prime Sweeping
F
Read Session Logs
the running memory
X
Find Live Workbook
highest version wins
{ }
Diff Raw Data
what’s new?
⇄
New Data?
playbook check
{ }
Route by Data Type
WEX / payroll / P&L…
X
Update Cost Calculator
yellow input cells
X
Reflow Site P&L
live cross-tab wiring
{ }
Recalc + Verify
independent recompute
F
Bump Version
archive the old
F
Session Log Entry
dated, newest last
{ }
Update Follow-Ups
resolved → resolved
M
Brief the Partners
short, draft-only
◈
The engine at a glance
Click any step to see exactly what it does. The pipeline reads left to right: resume from the session log, fold new data in by playbook, reflow the model, version, log, and brief the partners.
Device folder
Excel workbook
Logic / playbooks
Gmail (draft only)
Trigger
How It Works

New data in, next version out

01 · Resume Silently
State before questions

The moment the skill triggers it reads the latest session log, finds the highest-version workbook, diffs the raw-data folder against what the log already knows, and checks open follow-ups, then responds with a one-line status. No recaps, no “what should I look at?”

02 · Fold In
A playbook per data type

WEX fuel statements replace modeled gallons with real ones. Payroll kills the labor true-up guess. Invoices update per-site revenue at the line level, never smeared. Because the tabs are wired live, cost inputs flow into the Site P&L and the all-in model, each new file reflows every downstream margin.

03 · Version + Report
Nothing is ever lost

Every update recalculates the workbook, verifies key totals independently, bumps the version, and archives the old file. The session log gets a dated entry, decisions, gotchas, open items, and partner communication stays one page, blunt headings, short emails, draft-only.

Next example: Monarch Review →
AI · nolan scott team
Unpacking...