A manager photographs the end-of-shift sheet at close, and the trading calendar gains a day with takings, covers, average spend, staff hours, waste, and the incident notes already recorded. Comparing this Saturday against last Saturday becomes a glance rather than a spreadsheet exercise.
The app embedded on this page is the Feedback Survey, a real Taskade Genesis build you can answer right now. A fixed set of questions answered on a schedule is the same shape as an end of day sheet, so start there: click "Use this app" to clone it in about ten seconds, swap the questions for takings, covers, and waste, add a File field for the photographed sheet, then put the reading step behind it.
Concretely, a Trading Days Project holds one row per site per day, which is the grain that makes every comparison work later. A published form takes the site, the date, the manager, and a File field for the photographed sheet. The Convert File to Text step reads the page, and end-of-shift sheets are usually a printed grid filled in by hand, which is the friendliest case for reading numbers reliably. An Ask Agent step returns gross takings, takings by category, covers or transactions, average spend, cash counted, card total, staff hours, waste, and any incident note. The prompt insists on the arithmetic check that a manager would do: cash plus card should reconcile to gross, and when it does not the day is flagged rather than saved as if nothing happened.
The trading picture reads where the questions are asked:
- Calendar view to see takings and covers laid out day by day
- Table view to compare sites and periods side by side
- Board view to move days through Submitted, Checked, and Closed
- Plus List, Mind Map, Gantt, and Org Chart across the 7 project views
Automations catch problems the same night. With Taskade automations, a day that does not reconcile pings the area manager immediately, a missing sheet is chased the next morning, and a weekly summary lands in the owner's inbox on Monday. Across 100+ bidirectional integrations, forms pull sheets in while Slack, Gmail, and Google Sheets push the numbers out. The AI agents inside the app carry 34 built-in tools with persistent memory, so an agent can write the week's trading commentary from your own days.
Redesign the paper sheet to be read, not just filled in. Boxed figures, one number per box, and a clear total line lift accuracy more than any prompt tuning, and reprinting a pad is a one-off cost. Insist on the reconciliation line being completed by the manager on paper too, because a sheet that already balances tells you the count happened. Give managers a single link and one instruction, photograph at close, and resist adding fields for a month. The habit is worth more than the extra columns, and columns can always be added once the habit has stuck.
Clone the app, invite your managers, and the days, the sheets, and the reconciliation rules are yours.
Read the upload path in File Uploads in Your App, the pattern in Build a Document Intake App, and the scheduling options in Automation Triggers. Browse live builds in the Community Gallery, explore automations, or start from the templates library. Pair this with Turn Paper Timesheets Into Payroll Hours for the labour line, and Track Utility Bills Across Every Site You Run for the cost side of the same sites.
Frequently Asked Questions
Will handwritten numbers in a printed grid read accurately?
This is the best case for reading a page, because the boxes anchor each number. The reconciliation check is the real safety net: when the numbers do not add up the day is flagged, so a misread digit surfaces the same night rather than at month end.
Can several sites use the same app?
Yes. The site field is part of every submission, so one app covers the estate while each row stays attributable. Table view then compares sites directly.
What if a manager forgets to submit?
An automation on the expected date chases a missing day the next morning. A gap in a trading calendar is obvious in Calendar view, which is part of why the calendar layout is the default here.
Can it capture waste and incidents too?
Yes, ask for them as named fields. Free-text incident notes come back as written, which is what you want for anything that might matter later, and the photographed sheet stays attached.
Does it work for a single site owner?
Very well, and it is the fastest version to build. One site, one row per day, and a photo taken at close. The comparison value shows up within a month.
Where do the sheets live?
Attached to the trading day row and in your workspace Media tab, so any query about a figure is settled by looking at the sheet the manager signed.
What plan do I need for nightly runs?
A paid plan for continuous automation. Free includes 10 flow runs in total, enough to build and prove the flow. Pro is $10 per month billed annually.
Can we track promotions or events against a trading day?
Add an event or promotion field to the form and the manager selects it at close. Comparisons then account for the Saturday that had live music, which is usually the first question anyone asks about an unusual number.
