Please help with an automation for the business cycle

[Mad]

Good morning guys,

I need help with an automation for my base. I'm not an expert at all, everything that I already did, I figured out very slow and with a lot of help, but I can't figure out how to put this automation..... 🙂

So, I have a base for my company. We are exporting different products to other countries. Therefore I have an order and sales table, as well as business expenses. In all 3 tables I have business cycle that shows the month and the year - it is automatically updated when the purchase or sales date is added to the table. 
Now I have another table that I named business cycle. Here I want to get an overview of my cash flow - money that comes in and goes out every month. I created an automation to create on the first of each month a new business cycle.

Until here all good, now the problem:

Once I add to my purchase, sales or expenses table new data I want them automatically added to the business cycle table in the right business cycle.

Here are the fields I created:

1 - Business Cycle (formula field) it shows the month and the year 
2 - Month - date field
3 - Purchase orders - linked record - here I can add manually the orders from the purchases and all the following fields are working accordingly
4 - Business Cycle from Purchase - look up field
5 - Total price of all added purchases - roll up field

- same fields for sales, same field for expenses 

last field - the total profit taking into account sales, purchase and expenses

I want to automate that sales, purchases and expenses are automatically added in the right business cycle - that is the priority.

I also want to solve another problem. I want to see the total capital of the company. Meaning, the business cycles need to be summed up somehow. Any idea how I can solve this.

Thanks so much for your time and help 🙂

[mccrai_gmon]

You're making significant progress, and I can help with this. To automate adding data to the "business cycle" table, you'll need to set up triggers for each table that will add new records to your "business cycle" table.

[BettyJacksonrg]

For automating your business cycle, I think it comes down to understanding the flow of your operations and where you can streamline things. A good starting point would be using a simple CRM tool that helps you manage customer relationships and sales processes. From there, you can automate things like follow-ups, invoicing, or even sending out reports. It might also be worth looking into integrating with other tools for accounting or project management, so everything’s in one place. You might want to check out some VC and growth advisory that offer advice on scaling with automation, too. They can be a great resource for figuring out where to start and how to grow smart. Keep things simple at first, and once you're comfortable, you can add more complex automation down the road.