# Get a business report from your files, even from your phone

> From your phone, you ask for June's report, and Gemini reads files on your Mac and saves the report there.

Connect your business folder to a Gemini task on your Mac. Gemini reads the invoices and reports inside and saves a finished report back to the folder, and you can ask for it from your phone.

- Page: https://thesolocreators.com/prompts/business-report-from-your-computer-folder/
- Category: Hidden AI superpowers
- Made for: Small business owners, Coaches, Consultants
- Works in: Gemini
- Time: About 15 minutes to set up, then a few minutes per report
- Effort: Advanced
- Note: Needs Google AI Pro or Ultra, a personal account, age 18+ and the Gemini Mac app. Not available in every region.
- Published: 2026-10-20

## Can AI make a business report from files on my computer?

Yes. Connect the folder to a Gemini task on your Mac and ask for the report, and Gemini saves it back into that folder. As of October 2026, tasks need Google AI Pro or Ultra and a personal Google account. If your Mac is on with the Gemini app open, you can start the same task from your phone. If your files already live in Google Drive, a regular task with Drive files works without the Mac app.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Go through the files in my connected folder for [YOUR BUSINESS, e.g. Tidewell Coaching]. Find the income, expenses and any marketing results for [TIME PERIOD, e.g. June]. Build a short report as a presentation and save it in this folder. Include: total income, total expenses and what's left, the three biggest costs, which offer or service brought in the most, and one chart comparing this period with the one before. Finish with three plain-English observations and two questions I should look into. Don't change, move or delete any existing files. If a number is unclear, flag it rather than guess.
```

## Step by step

1. Open the Gemini app on your Mac and click Task under the text box
2. Under Connected folders, add your business folder and allow access
3. Paste the prompt and submit, then check the new report in the folder
4. On your phone, tap Task, tap Add, choose Computer and pick your Mac to run it remotely

## What you'll get

A presentation-style report saved in your own folder, with totals, a chart and plain-English notes on what changed.

## Good to know

**Can AI make a business report from files on my computer?** Yes. Connect the folder to a Gemini task on your Mac and ask for the report, and Gemini saves it back into that folder. As of October 2026, tasks need Google AI Pro or Ultra and a personal Google account. If your Mac is on with the Gemini app open, you can start the same task from your phone. If your files already live in Google Drive, a regular task with Drive files works without the Mac app.

**Which AI tools does this work in?** It works in Gemini. On this page, one tap copies the prompt and opens the app, so you just paste. Needs Google AI Pro or Ultra, a personal account, age 18+ and the Gemini Mac app. Not available in every region.

**How long does it take?** About 15 minutes to set up, then a few minutes per report. It's rated "Advanced". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 2 blanks: your business and time period. You can skip any, and your AI will ask for them.

**What will I get back?** A presentation-style report saved in your own folder, with totals, a chart and plain-English notes on what changed.

Idea spotted on YouTube, shared by Paul J Lipsky: https://www.youtube.com/watch?v=YJ_e-dsMruc. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: No AI Slop (A sharp editor that cuts the AI tells from any draft. Your point and your voice stay); TLDR (Your AI stops writing walls of text: every reply leads with the next action, numbered and skimmable).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.