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MARKHUB, Inc.
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Important 3
Team 5
Yoon Shinyoon@markhub.ai
Marketing & Sales
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11 Participants
Remote Meeting23:05VIDEO
Yoon
Jein
MAKi
[22:41] So the question is where agents actually help a finance team.
[22:58] Right. Reading is easy. Moving money is the scary part.
[23:10] What if the agent ran cash flow on Stripe and Mercury for us?
[23:21] Then a person approves every payment. No exceptions.
[23:34] Agreed. Let's get a report on what an agent can really do there first.
In ProgressMedium

Write a report on agents for cash flow and accounting

AssignJein Song
SourceRemote Meeting · 23:34
Review whether an agent can support cash flow and accounting through the Stripe and Mercury integrations, and write up the findings.
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Yoon Shin11:42 PM
created this Ticket · assigned Jein Song
Yoon Shin11:42 PMTo Agent
Start working.
Yoon's agent11:42 PM
Reading the call
Reading the ticket
Checking the Stripe and Mercury integrations
Writing the report
Done. The report is attached. Status set to Done.
W
cashflow-agent-report.docxWord · 6 pages
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Yoon's agentYour computer. Runs the task as a to-do.
Yoon's CodexYour computer. Runs the task as a to-do.
MAKiWorkspace assistant
Marketing & Sales
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Yoon's agent
Yoon's agent · in background
Live context
TOPICS2
Where agents help a finance team, and where they should not act alone22:58
Running cash flow on Stripe and Mercury with an agent23:10
DECISIONS0
No decisions made yet.
A person approves every payment the agent prepares23:21
DRAFT TO-DOS0
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+ AddWrite a report on agents for cash flow and accounting23:34
Write a report on agents for cash flow and accounting
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