Brooke Desk

Your behind-the-scenes desk

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b.Brooke DeskRoom to grow. Space to focus.
YOUR WORKSPACE
🌿 Weekly Money Closeout
Alpha + EliteA softer landing for a busy day.

Hi, Brooke.

Your work has a home. Start with one small thing.

YOUR LITTLE CORNER OF GETTING IT TOGETHER

Good things
grow here.

Coffee in hand. One thing at a time.
✳you’ve
got this ✿
NEXT UP—a small place to start◷
YOUR DECISIONS—open only when you’re ready✦
LATER THIS WEEK—a little room to plan ahead↗
+ Capture a task for later
Urgent / overdueNeeds your decisionHighRegular
Loading tasks…
Your tasks aren’t connected yet.

Connect Notion to bring your real to-do list and assistant updates into this workspace. Empty lists below do not mean your work is finished.

Needs your decision

A little clarity goes a long way.

    Your next moves

    Urgent items rise to the top.

      Later this week

        Done today

          🌿Weekly money closeoutUpload · match · balance · breathe↗☷Cash CalendarBills, payments & this week↗↗Road Money FleetWhat every truck really costs↗⚑Bonus RaceWho’s qualified & who’s close↗▥Cash forecastPlan, review & match the bank↗
          THE IMPORTANT STUFF, WITH ROOM TO BREATHE

          A little less inbox chaos.

          Your companies, your requests, your next small reply.

          ✿ ✉ ✧

          Checking the email connection…

          Dismiss clears a message from your desk; it stays in Gmail. Restore it from Dismissed. Suggestions can miss context—check “Quick review” and “All recent.”

            ELITE · COLLECTION CLOSER

            A little follow-up. A little more breathing room.

            Claude keeps running your customer-reminder workflow. This is its saved queue from Notion.

            Open collections run reports ↗
            Claude’s tracked cases

            Reading Notion…

            These are saved collection notes, not a live Fullbay invoice list. Follow-up dates below are task dates. Claude checks Fullbay before outreach; sent reminders and daily results are in the run reports.

              Your week in cash.

              Check off bills, log payments in, and see what’s left to pay.

              Open Cash Calendar ↗

              Log a bank balance

              Type what the bank shows. The 13-Week tab opens with these. Logging a balance records what you saw — it isn't a bank statement.

              Elite — latest by account

              Alpha — latest by account

              Elite — QuickBooks

              Connect in Settings.

              Alpha — QuickBooks

              Connect in Settings.

              Money on your plate

                Full cash log

                Your familiar forecast, now saved here.

                Alpha and Elite, weekly reviews, actuals and bank reconciliation.

                Open your cash forecast ↗
                Open the original Brooke Desk planning grid
                Click any number to change it. Enter saves, Esc cancels, Tab moves right.below floorending cashOpening cash for the first week comes from your cash log unless you type an override.
                Snapshots (compare forecast vs what happened)

                  Your garage is ready.

                  All the truck costing you know, plus your technician targets and monthly mileage check-in.

                  Open Road Money Fleet ↗Open Bonus Race ↗

                  Log truck mileage

                  Drivers send miles monthly — drop them here. Not tracked: Alpha 7 and Elite 19.

                  Elite — trucks

                  Alpha — trucks

                  Full mileage log

                  Your assistants

                  Earl’s pending decisions

                    Tap an assistant to see its tasks

                      ⭐ Pinned

                      Everything

                      QuickBooks Online

                      Read-only. One connection per company file. Pulls AR aging, AP aging and bank balances into Money and the 13-Week tab.

                      Bank accounts shown in the cash log

                      One per line. Use the last digits only, never full account numbers.

                      Bring your saved tools home

                      Import the JSON export from your Claude artifacts. Existing records are preserved; importing the same file again won’t duplicate or replace them.

                      Choose an export to review its record count.

                      Connections

                      Notion powers Today and Assistants. QuickBooks supplies company snapshots. These connections are configured separately; signing in does not connect them.