What it does
An AI Employee compiles operational counts from the logs and sheets you connect, then writes a performance summary your team can review.
AI Workforce / Reporting
Reporting
Performance Summaries
AT THE CADENCE YOU REVIEW
The problem
You deployed AI Employees and still do not have a simple picture of what they did last week versus what still needed a person.
Trigger
Starts at the cadence you review.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Google Sheets
- CRM
- Slack
What it reads
- Rows and columns you map in Google Sheets
- CRM records, notes, and fields you map
- Internal alerts and threads you route to Slack
- Messages in the connected inbox
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You choose which workflows are in the summary.
- The summary reports activity. It does not claim revenue lift.
- Access can be limited to owners.
Workflow steps
- 1Activity logs and mapped sheets are read.
- 2Counts are grouped: handled, handed off, booked, failed, skipped.
- 3Notable exceptions are listed.
- 4The summary is delivered on your cadence.
- 5You decide what to change in the playbooks.
Example use case
A monthly summary shows after-hours calls handled, appointments booked, tickets escalated, and invoices reminded. Two playbooks with high handoff rates are flagged for a review meeting.
Often handled by your AI Operations 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
Opportunity Summaries
Turns a messy opportunity record into a clear summary your team can act on in a minute.
Marketing Reporting
Pulls campaign numbers from the sheets and tools you connect, then writes a plain-language summary for the people who need it.
Weekly Reports
Assembles the week's numbers and notable events into a report leadership can read in a few minutes.
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.