Section 7 · Next Best Action for Every Lead

7.2Daily money report

Built in the POC

No.: 7.2
DMA's reference: Decision Book p.19
Phase: Phase 1
Autonomy: L1 · Recommend
DMA's decision: Yes

★ Marked "non-negotiable, build first" in the book.

What DMA asked for · Decision Book p.19

Every morning, management sees the dormant opportunities most likely to bring in revenue now, and why.

Why it matters to DMA: It is the single report that makes the whole system real to leadership every day.

In our words, from DMA's Product Decision Book v3, page 19.

How we do it

Every number in the report comes from the database, never from the AI: dormant value found, the value in Tiers A and B, how many accounts are in each tier, how many are blocked by consent.
The ranked list follows DMA's one ranking order (tier, then score, then yearly value, unless DMA chooses value first). The same order is used on the dashboard, in the email and when someone asks the team workspace for "today's money".
After the morning's full review, if today's report hasn't gone out yet, it is emailed to Jeev with the top accounts, each with its value, next action and one-line reason, plus the approvals waiting for him with one-click Approve links.
The email goes through the same send governor as all mail (kill switches, allowlist, delivery log), and the report is stored so any day's list can be looked at again. The dashboard's Today page shows the same list, with the top ten.

The flow

It plays on its own while it's on screen; hover or use the controls to pause or step through.

Step 1 of 6

Nutshell changes come in

The morning sync brings the latest notes, deals and activity.

Nutshell
AI
Rule in code
Stored data
Person
Screen

Where the data goes

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

1Nutshell
Source
The morning's changes.
2Sync
Copies Nutshell changes into the bridge database
Triggers the full review when the sync finishes.
3Bridge database
A copy of the CRM data, plus what the AI works out
Scores, the stored report and the delivery log.
4AI
Claude models, only through DMA's own gateway
Only the one-line reasons; every number is from the database.
5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Not involved: the report reads, it writes nothing to Nutshell.
6Nutshell
The system of record
Unchanged; the report links to each account.

The tables behind it

Drawn from the POC's database catalogue: structure only, no data.

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

Table	What it holds	Columns
ai.money_reports	One report per day and reader: the totals and the ranked list as sent.	7
ai.scores	The scores, tiers and actions the list is built from.	20
ctrl.mail_log	Every email the governor sent or held, with the reason.	18

How the tables connect (3)

Column	Points to	Kept by
ai.scores.prompt_id	agent.prompts	The application (by id)
ctrl.mail_log.approval_id	ctrl.approvals	The application (by id)
ctrl.mail_log.decision_id	ctrl.decision_log	The application (by id)

Worked example

Synthetic demo data: every name, business and number is made up.

The morning report, screen and system

1 / 3

What you see

1.Today opens on the money

The headline is the dormant value found, with the tiers and the approvals waiting.

localhost:13301/

Today: the money headline, the tiers and the top ten.

What happens in the system

Bridge databaseai.scores
Totals are sums in SQL over the current scores; the AI supplies no numbers.
Rule engineranking order
The one ranking order from DMA's scoring settings, shared by Today, the email and the team workspace.

The report's totals after the latest review run, 25 September 2026 (synthetic data).

Totals

Dormant value found: $12,232,890 a year
Worth reviving (Tiers A and B): $10,575,040 a year
Tier A / Tier B: 27 / 91 accounts
Blocked by consent rules: 15 accounts
Approvals waiting: 4

The top five in the email

#	Account	Tier	Yearly value	Next action	Why
1	Talana Naturals	A	$480,000	Follow-up email to Connor	Proposal still open since the last touch in September 2025.
2	Briivo Pet Grooming Franchising	A	$276,000	Resurrection email to Dalia	Their Q2 2026 board budget window has passed; no reason to wait is left.
3	Zenara Kids Gym Franchising	A	$276,000	Follow-up email to Rosa	A $7,500 a month proposal went out in May 2026 with no decision since.
4	Talivo Fitness	A	$228,000	Win-back email to Jess	The July 2026 window they gave has passed.
5	Quarryridge Dental Partners	A	$180,000	Resurrection email to Elena	Their contract with BlueFin was due to end July 2026 and may have lapsed.

In the running POC

localhost:13301/

1 / 3Today: the money headline, the tiers and the top ten.

1The headline: what's worth reviving, and why today.
2Dormant value found, in full dollars.
3Draft emails for all ten in one click, for approval.

Dashboard · Today. Captured from the running POC on September 25, 2026; synthetic data.

See it live

Opens the exact screen in the running POC, in a new tab.

Open	Where	What to try
Today	DMA AI dashboard	The same list the morning email carries.

Status

Built in the POC

Built in the POC. This capability runs in the POC today, on synthetic data, end to end.