Recipes
A recipe is one task. You have a thing on your plate today; we'll get you from "I want to do X" to "X is done" in 5–15 minutes.
Each one follows the same shape: the scene · the steps · the gotchas · what's next. No fluff.
Sales
PIPELINE · TODAY
New 8
Qual 5
Prop 3
Neg 5
Won 2
- → Import your sales sheet· first time setup
- → Assign leads to your team· when reps multiply
- → Unblock stuck deals· weekly · Fri morning
- → Forecast next quarter· quarter-end
Finance
RUNWAY · 4.1 MONTHS
03mo6mo12mo+
- → Check your runway honestly· when the worry creeps in
- → Categorise your expenses· after every upload
- → Chase overdue invoices· weekly · 20 min
- → Prep for GST filing· before 10th / 20th
People
TEAM · 14 ACTIVE
12 in
1 leave
1 wfh
0 abs
- → Invite teammates· week one
- → Onboard a new hire· per hire · 14-day flow
- → Run payroll· monthly · 30 min
- → Approve a leave request· one-tap, daily
Operations
COUNTER · LAST 5 BILLS
₹240avg 8s₹1,820
- → Bill a customer in 9 seconds· every transaction
- → Reorder stock automatically· when a flag fires
- → Reconcile end-of-shift· every close · 3 min
Working with AI
you · what's slowing us down?
thola · three flags. runway, stuck deals, branch 2…
you · do the stuck deals first.
Not finding what you need?
Three ways to surface a recipe that isn't here:
🔍 Search
Hit the search bar up top. Pagefind indexes every recipe + reference page.
💬 Ask the Planner
In the app: "how do I do X?" The Planner often knows. If it doesn't, it'll say so.
✉️ Tell us
→ Drop a note via Help. We add recipes from real questions, weekly.