WEEK 10: Build a Live Business Dashboard with Claude and Notion

Parts of the business like job statuses, hours, margins, problems lives in memory or scattered across spreadsheets, texts, and a CRM nobody updates. A live business dashboard fixes that.

This week we show the exact setup that lets you ask Claude "what's my gross profit margin across active jobs?" or "who's behind on timesheets this week?" and get a real answer pulled from your live data.

🧠 What you'll learn:

- The five tables every contracting business needs

- How to connect Notion to Claude so your business data is one prompt away

- A live demo catching a misallocated timesheet and fixing it without opening Notion

- How to generate client update emails from your daily logs in seconds

- How to set up scheduled tasks so the reports come to you on Monday morning

The full session and the business system description template are attached. Steal the template, swap in your own business info, and you'll have a working dashboard by the end of the week.

📁 Resources mentioned:

Claude: claude.ai

Notion: notion.so

Anthropic Academy: anthropic.skilljar.com

Obsidian: obsidian.md

Want us to build this for you? Start with the End State Audit: scelta.ca/ai-for-contractors/audit

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