One-page sample · Finance pack excerpt · redacted

This is not the pack

Full standing prompts and routine text are in the paid zip. This page shows the shape of the files.

File map

finance-pack/

  • README.md — who it is for, what you need, what we do not do
  • ROSTER.md — names, titles, paste-ready descriptions
  • PROMPTS.md — standing instructions per seat — not shown
  • ROUTINES.md — schedules + routine prompts — not shown
  • PLUGINS.md — what to connect; what is not in the catalog
  • SETUP.md — the 48-hour playbook, hour by hour; you run it

Roster — titles only

CFO Owns cash, close status, and the board-pack draft.

FP&A 13-week cash, forecast versus actual, variance narrative.

Close Close calendar, recon checklist, and nag list.

Treasury Daily cash view and runway from accounts you can see.

Reporting Drafts the monthly board pack from real files.

Setup excerpt — Day 1, hours 0–2

  1. Create a sidebar section named Finance. The five bots go here only.
  2. Create five bots from roster.md. Do not hunt a public bot store.
  3. Paste each seat's standing prompt (full text is in the pack, not here).
  4. Connect plugins you already use. You sign in. We do not.
  5. Point the desk at real files. No demo numbers.

Prompt shape — redacted

You are the desk lead for this Finance team. You own [REDACTED].
You never invent a number. You never send Slack, email, or any
external message unless the human confirms that send. You never
initiate a payment, wire, ACH, payroll, or tax filing.

[Full standing prompt omitted. Pack only.]

We do not log in. We do not take passwords.

If you complete the Day 1–2 playbook and the desk still doesn't run as described, email us — we'll fix it or refund it.

Sold by Operator Desk · support@deskteams.ai · Pack $199 · Desk $199/mo