The Monday morning brief

Know what's wrong before coffee.

One report that says what to reorder, who to chase for money, and who's gone quiet — with the reminder emails already drafted.

Get started See how it works
  • Works from your CSV or Excel exports
  • Drafts only — you send
MON 12 OCT · WEEK 42Ready

Your Monday report

3 to reorder $14,200 overdue across 6 customers 2 quiet accounts

Reorder3 items
Alloy brackets, 40mmReorder11 on hand · sells ~2/day · reorder point 44
M8 hex bolts, box of 100Out of stock0 on hand · sells ~5/week · supplier lead 9 days
Overdue6 customers
Northgate Ltd — $4,20023 daysINV-1182 · due 19 Sep · 23 days overdue
Harbour & Pine — $2,85096 daysINV-1047 · due 8 Jul · 96 days overdue
Quiet2 accounts
Beacon SupplyQuietusually orders every 18 days, none in 52
Ridgeway ToolsQuietusually orders every 30 days, none in 74
3 reminder drafts readyYou send them
How it works

Three files in. One report out.

No workflow to wire up and no dashboard to dig through. You hand over the exports you already have; Monday Pulse does the cross-checking a person would otherwise do by hand.

  1. 1

    Upload your files

    Your stock sheet, invoice export and orders export — or start with demo data.

  2. 2

    It checks three things

    Stock against how fast it sells, money owed by age, and each customer's ordering rhythm.

  3. 3

    You get one report

    Plain English first, the detail after — with reminder drafts you review and send yourself.

What it checks

The three things that go wrong quietly.

Every flag in the report shows the rule that raised it and the row it came from, so you can trust it at a glance — or check it in ten seconds.

Low stock

Compares how many days of stock you have left with how long your supplier takes to deliver.

RULE · DAYS OF COVER < LEAD TIME
Example

Alloy brackets: 5 days of cover, 9-day lead time. Reorder this week.

Who owes you

Groups every unpaid invoice by how late it is, worst first, so the biggest risks lead.

RULE · AGING 1–30 / 31–60 / 61–90 / 90+
Example

Harbour & Pine: $2,850, 96 days overdue — top of the list.

$6,4001–30$3,10031–60$1,85061–90$2,85090+

Who's gone quiet

Learns each customer's usual ordering rhythm and flags the ones who've gone well past it.

RULE · GAP > 2× USUAL INTERVAL
Example

Beacon Supply: usually every 18 days, nothing in 52.

Your customers, your call

It prepares the work. You stay in charge.

Monday Pulse is read-only and never acts on your behalf. It reads the files you give it, writes the report, and stops there.

Never emails your customers.

You review and send every reminder. Drafts are shown to copy — nothing leaves without you.

Your data stays in your account.

Only you can see it. Delete all of it any time, in one step from Settings.

Works from the files you already export.

No new system to adopt — export as CSV or Excel from the tools you use today.

QuickBooksShopifyGoogle Sheets
Not another automation maze

No workflows to build.

Zapier, Make, n8n and Checkly are powerful — and they expect you to wire up the workflow, write the logic and build the view. Monday Pulse does one job well: turn your stock, invoices and orders into a plain-English Monday report, without the technical setup.

Automation tools
  1. Connect each app
  2. Build the workflow
  3. Write the rules
  4. Design a dashboard
Monday Pulse
  1. Upload three files
  2. Read one report
  3. Send the drafts you like

What it does

  • One report for your Monday, built from your files
  • Checks stock, money owed and ordering rhythm together
  • Plain-English summary first, the detail after
  • Reminder emails drafted — you review and send
  • Works from CSV or Excel exports you already have

What it won't do

  • No real-time or intraday monitoring — it's a Monday report
  • No auto-sending — drafts stay in your hands
  • No multi-user access or live dashboards
  • No custom report builder
  • Nothing beyond stock, invoices and orders
Questions

What owners ask first.

Short version: it reads your files, writes one report, and drafts reminders. It never contacts anyone.
Does it email my customers?

No. Monday Pulse writes reminder drafts for you to read, edit and send yourself. It never sends anything to your customers.

What do I need?

A stock list and your invoice and order exports, as CSV or Excel files. Most accounting and shop tools — QuickBooks, Shopify, Google Sheets — can export these in a couple of clicks.

Can I try it without my data?

Yes. Start with demo data and you'll see a full sample report before you upload anything of your own.

How do I delete my data?

Go to Settings → Delete all my data. Everything you uploaded and every report is removed from your account.

The north star

Ops hours saved, every Monday morning.

Upload your files once, read one report, and get the morning back for the work that needs you.

Get started

Free while in early access