I'm a small business owner looking to improve my financial forecasting. Navigate to the 'Articles & Insights' section on the Wells Fargo Small Business Resource Center. Find the article titled 'Creating a cash flow projection' and summarize the key steps or components involved in creating a cash flow projection as outlined in the article. Additionally, identify any tools or templates mentioned for this purpose.
Navigate to 'https://smallbusinessresources.wf.com/articles-and-insights/'. Scroll down to the 'Managing your money' section. Click on the article titled 'Creating a cash flow projection'. Read the article to identify the key steps or components involved in creating a cash flow projection. Look for any mention of tools, templates, or resources provided by Wells Fargo or recommended in the article for cash flow projection. Summarize the key steps/components and note any mentioned tools/templates.
The agent successfully navigates to the 'Articles & Insights' page. The agent successfully clicks on the 'Creating a cash flow projection' article. The agent accurately summarizes at least three key steps or components for creating a cash flow projection as described in the article (e.g., 'Determine your cash inflows', 'Determine your cash outflows', 'Calculate your net cash flow', 'Determine your ending cash balance'). The agent identifies whether the article mentions any specific tools or templates for cash flow projection.