Workflow · Finance close · Opening soon

Month-end close checklist status

Show your month-end close checklist by owner in one view. Mark each task as Agrees, Late, or Open based on completed_on and due_day.

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Someone typed

“show the month-end close checklist by owner, status Agrees when completed_on is on or before due_day, Late when it's still open after due_day, and Open when it's not due yet”

The agent read it as

Show the Month-end close checklist by owner, status Agrees when completed_on is on or before due_day, Late when it's still open after due_day, and Open when it's not due yet, with tasks completed after their due day labeled Late.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

Month-end close checklist

CSV export · 18 rows

Step

Set checklist status

Step 1

Result

Month-end Checklist Status

18 rows · 13 flagged

Schedule

Runs when you say

Proposed

File
Month-end close checklist
CSV export · 18 rows
Step
Set checklist status
Step 1
Result
Month-end Checklist Status
18 rows · 13 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 18 rows came out.

Download Month-end close checklist sample (18 rows)Google Sheets: Month-end close workbook > Checklist tab > File > Download > CSV

What you get back

The result of that run, the rows to look at first.

Month-end Checklist StatusSample data18 rows

5 agrees7 open6 late

Owner	Task	Status	Due day	Completed on
jonah_patel	prepaid_amortization	Late	2026-11-10	·
jonah_patel	fixed_asset_rollforward	Open	2026-11-13	·
lina_ross	flux_explanation_notes	Open	2026-11-12	·
lina_ross	close_calendar_signoff	Open	2026-11-18	·
maya_chen	revenue_cutoff_test	Late	2026-11-08	·
noah_brooks	cash_forecast_update	Late	2026-11-09	·
noah_brooks	variance_analysis	Open	2026-11-16	·
owen_hart	expense_accruals	Late	2026-11-04	·
owen_hart	travel_and_entertainment_review	Open	2026-11-11	·
owen_hart	cash_wire_support	Open	2026-11-20	·
sara_kim	payroll_accrual	Late	2026-11-02	·
sara_kim	sales_tax_review	Late	2026-11-07	·

18 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you show the month-end close checklist by owner with done, late, and open tasks?

Export your checklist from Google Sheets and load it into Mammoth. Set the status rule so a task is Agrees when completed_on is on or before due_day, Late when it is still open after due_day or completed after due_day, and Open when it is not due yet. Then group the checklist by owner and keep the status on each row.

How it works

How to use the Month-end Checklist Status workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Month-end Checklist Status: questions

What export should I use?

Use a spreadsheet export from Google Sheets, with one row per checklist item and columns for owner, due_day, completed_on, and any fields you want to keep.

What happens to rows that do not match a rule?

They keep the status rule they match. If a row does not meet any status condition, it stays unchanged until you add a rule that fits it.

How do I change the rules later?

Edit the rule in words, for example, change the due day condition or the completed date condition. Then rerun the workflow so the checklist status updates.