A tailored strategy to solve your most critical challenges and unlock growth.
We've taken the time to deeply understand your current situation. Here's what we identified.
Running 3 Toast reports, capturing 2 Teamwork screenshots, and pulling QuickBooks financials by hand every week is hours of work before any analysis even begins. That's time spent moving data between systems instead of acting on what the data says.
When data is pulled and pasted manually, the prompt context changes week to week — which means Claude's output format shifts, sections get missed, and the executive summary never looks the same twice. Without a precision-engineered master prompt and clean data input, consistency is impossible.
High-tier Zapier subscriptions and complex enterprise connectors aren't the right tool here. Make.com's free tier handles this workflow cleanly — and structuring the pipeline correctly from day one means you don't pay for infrastructure you don't need.
I'll build the complete data pipeline on Make.com — QuickBooks Online and Shopify connected via official APIs, Toast POS data ingested through email parsing or folder automation, Teamwork pulled via webhook or screenshot-to-text workflow. Every week, the pipeline assembles a clean, structured data package and passes it to Claude with a precision-engineered master system prompt that outputs your executive summary in the exact format you specify — every time, automatically, with no manual steps.
Everything you need — built, delivered, and ready to run.
A clear, phased approach so you always know what's next.
Review your current report formats, data sources, and desired output structure. Map the full pipeline architecture and confirm Make.com scenario design before building anything.
Connect QuickBooks Online and Shopify via Make.com. Build the scheduled data pull, normalize the output, and verify clean structured data is flowing correctly.
Set up Toast email parsing automation and Teamwork data ingestion. Merge all four sources into a single structured data package ready for Claude.
Engineer and test the Claude master system prompt against your real data. Iterate until the executive summary output matches your exact format on every run. Document everything and hand off.
A visual breakdown of your build — from first touch to close.
I've built LLM-connected data pipelines for operations reporting and I know exactly how to get Claude to produce consistent, structured output from multi-source financial data. Happy to jump on a quick call and look at your current report format before we start.