General Settings

System healthy — Last report generated today at 7:02 AM ET for 6 users.

Client Data Spreadsheet ID

The Google Sheet containing your client list from Financial Cents.

Manager Email

Receives copies of all reports plus consolidated summary.

OpenAI API Key

Stored securely. Get one at platform.openai.com

Scoring Weights

How the 100-point priority score is divided across categories. Must total 100.

Client Value

of 100 points

Urgency

of 100 points

Relationship Risk

of 100 points

Strategic

of 100 points

Total: 100 / 100 ✓

Priority Boost Rules

Situations that increase an email's priority score. Toggle off any you don't want.

Frustration or dissatisfaction detected
Sender sounds unhappy, disappointed, or frustrated.
Month-end close issues
Issues that could delay closing the books.
Payroll issues
Discrepancies, missed pay runs, new employee setup.
CRA / HST / GST / WSIB / tax / compliance
Government deadlines, audit notices, compliance risks.
Cash flow, AR, or AP issues
Accounts receivable, payable, or cash flow concerns.
Missed deadlines or filing risk
Approaching or missed deadlines with consequences.
Client escalation
CC'ing accountant, asking for a manager, etc.
Strong leads or referral opportunities
Buying intent or referral partner presenting new business.

Priority Reduction Rules

These lower an email's priority score.

Internal chatter not requiring involvement
Casual team messages, social chat, FYI-only.
Routine vendor/admin emails
Software renewals, subscriptions, standard admin.
Low-impact updates & newsletters
Marketing emails, automated notifications, no-action-needed.