Summarize this week's spend by category

Ask your AI Agent to total this week's spend and hand you a quick read grouped by category and project.
The Prompt
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Copy Prompt

Summarize my FlipperForce spend for the last 7 days.

1. Pull the expense line items dated in the last seven days across [PROJECT NAMES, or say: my active projects]

2. Group them by category, such as materials, labor, subcontractors and any trade categories on my projects

3. For each category show the total, and note which projects the spend hit

4. Give me the overall total for the week

Keep it short and scannable. Change nothing.

The Problem

Money goes out all week across several projects, a bit here and a bit there, and you never quite feel the total until the card statement lands. By then it is a surprise rather than a decision.

Knowing that you spent more on materials than labor this week, or that one project ate most of the budget, is the kind of small regular awareness that keeps a business in control. But nobody opens five projects every Friday to add it up.

The Solution

Your assistant pulls the expenses dated in the last seven days across your projects and groups them by category, such as materials, labor and the trade buckets on your projects. It shows the total for each category, the overall spend for the week, and which projects each cost hit.

It is the quick weekly read on where your money went, without opening a single project.

What it will not do: this automation is read only. It totals what is recorded and changes nothing.

Budget vs Actual
Expense Tracker
FlipperForce
This week's costs
Your assistant
Groups by category
Weekly summary
Nothing is changed
General Setup

This prompt requires a connection to the FlipperForce Public API. Once your AI agent is connected to your account, you can run any prompt in the library.

Learn how to connect your AI agent to the FlipperForce Public API

Endpoints Used
GET /project/list, GET /project/{uuid}/expense-line-items/list
Considerations Before You Run this Prompt:

Before you run this, check:

  • Your AI is connected to FlipperForce.
  • You have decided your window. Seven days is the default. Ask for the month to date or a specific range if you would rather see a longer view.

Pairs with the Monday digest. The digest tells you what happened, this tells you what it cost. Run them together for a complete Monday picture.

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