What it does
An AI Employee reads connected spreadsheets or exported reports, summarizes what moved, and sends the recap. It does not invent metrics that are not in the source.
AI Workforce / Marketing
Marketing
Marketing Reporting
WEEKLY OR MONTHLY
The problem
The numbers live in five places. Leadership wants a paragraph, not a login, and someone loses a morning building the recap.
Trigger
Starts weekly or monthly.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Google Sheets
- Excel
- Slack
- Zapier-connected tools
What it reads
- Rows and columns you map in Google Sheets
- Rows and columns you map in Excel
- Messages in the connected inbox
- Internal alerts and threads you route to Slack
- Records passed through Zapier from tools in this deployment
Actions it can take
- Reply or reach out on the connected channels you allow
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand a next step to a Zapier-connected tool in this deployment
- Hand off to a person when the request is outside the playbook
Human controls
- You define the metrics that are in bounds.
- Missing data is labeled missing, not guessed.
- No public posting of performance numbers unless you ask.
Workflow steps
- 1Source reports land in a sheet, inbox, or connected tool.
- 2The AI Employee reads the figures you map.
- 3It writes what changed, what is worth a look, and what is incomplete.
- 4The recap is emailed or posted to Slack.
- 5Questions that need a person are listed as open items.
Example use case
Friday at 4 p.m. Slack gets a 12-line recap: leads by source, booked appointments, and two campaigns that stalled. The sheet is linked. Nobody copied cells into a deck by hand.
Often handled by your AI Marketing Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Review Requests
Asks completed customers for genuine feedback and a review, on a cadence you set, without filtering who is allowed to speak.
Review Response Drafting
Drafts a thoughtful reply to a new review for your approval. Nothing posts until you say so.
Reputation Monitoring
Watches for new reviews and public mentions, summarizes what changed, and flags anything that needs a person today.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.