Test

New client — this tab is the intake. 1. Save the financial sheet, Drive folder, and the Compass call doc link(s) below. 2. Run Compass scoring (only those calls are scored). 3. Sync from sheet and apply (the numbers become the Roadmap and budgets). The rest of the workstation lights up as each lands.

Where this client's numbers come from, and the controls that pull them. Save the financial sheet link and Sync pulls it through n8n; the Drive folder is where call docs live, and Run Compass scoring points the scoring workflow at them. Applying a sheet export updates the Roadmap actuals, balance-sheet cash, and budget settings.

Where this client's information comes from

Financial sheet URLDrive folder (all calls and docs — the archive)Compass call doc links — one per line. Scoring runs only on these, never the whole folder.Valuation / roadmap call doc links — one per line (feeds the valuation extraction, later phase).

Sheet tab mapping

Blank fields auto-detect by the standard taxonomy names. Map a tab here when this client's sheet names differ (export from the sheet once to populate the dropdowns).

Monthly P&L actualsBalance sheet (cash)Labor BudgetOverhead BudgetCompany Forecast

Latest sheet export

No sheet export yet — save the sheet URL above and hit Sync from sheet.