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// task

Onboard a new enterprise client before end of quarter. Need to cover contracts, access setup, and a 30-day success plan.

Role: Account ManagerLevel: Mid-level
5 steps~5 hrs total
How it works
01

Paste your task

Drop in anything — a ticket, a brief, a scope of work, a Slack message. If it's something you need to do, AI can break it down.

02

Set your context

Tell Clevedon your role and experience level. The AI tailors every step to who you are — not a generic checklist.

03

AI does the thinking

Get a structured, ordered plan with time estimates — specific, actionable, and ready to copy into your notes or ticket.

// works for any industryclick to explore
// taskFinance

Q3 board pack — P&L variance analysis against budget, rolling 12-month cash flow forecast, divisional KPI scorecard, and 2-page CEO commentary. Board meeting in 5 days.

Role: Financial AnalystLevel: SeniorGranularity: Balanced

Compile a quarterly board reporting pack covering variance analysis, cash flow, and KPIs under a 5-day deadline.

3–4 days
01
Extract actuals and reconcile to management accounts2 hrs

Pull GL actuals for the quarter. Reconcile to the management accounts sign-off. Flag any reclass items or accruals not yet posted before proceeding.

setupresearch
02
Run P&L variance analysis vs budget and PCP3 hrs

Build variance bridges for revenue and EBITDA. Isolate volume, price, and mix effects. Identify the top 5 variances that will require CEO commentary.

implementation
03
Update rolling 12-month cash flow forecast2 hrs

Roll forward actuals, refresh working capital assumptions, and stress-test the liquidity position. Flag any covenant headroom concerns for the CFO.

implementation
04
Rebuild KPI scorecard with divisional inputs2 hrs

Chase divisional leads for non-financial KPI inputs by EOD Day 2. Update RAG ratings and ensure trend arrows reflect 3-period movement, not point-in-time.

implementation
05
Draft CEO commentary1.5 hrs

Lead with the headline number, then explain the key variances, then outlook. Two pages maximum. Avoid restating the numbers — add interpretation and context.

documentation
06
QA pack and circulate for CFO sign-off1 hr

Cross-check all figures against source models. Confirm page numbers, chart scales, and that all prior board action items are addressed. Send to CFO by Day 4.

review
Use cases

Unclear instructions

Turn a vague brief, loose instructions, or a half-formed idea into a clear, ordered plan you can act on immediately.

New territory

New role, new industry, new project. AI fills the gaps so you know exactly where to start and what matters most.

Client deliverables

Drop in a brief or scope of work. AI breaks it into the steps that need doing — including the ones no one thought to mention.

Anything blocked

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