What it does
An AI Employee pulls the figures from connected sheets and CRM views you map, writes the narrative, and sends the report on schedule.
AI Workforce / Reporting
Reporting
Weekly Reports
EVERY WEEK, ON YOUR DAY
The problem
Weekly reporting is a scavenger hunt across CRM, sheets, and inboxes. The recap is late, or it does not happen.
Trigger
Starts every week, on your day.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- CRM
- Google Sheets
- Excel
- Slack
What it reads
- CRM records, notes, and fields you map
- 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
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 own the template and the metric list.
- A person can review before send, or let a stable report go out.
- Comparisons only use numbers that exist in the source.
Workflow steps
- 1Source numbers are updated in connected systems.
- 2The AI Employee reads the mapped fields.
- 3It writes this week's report in your template.
- 4Gaps are labeled. Totals are not invented.
- 5The report is emailed or posted where the team already looks.
Example use case
Monday at 8 a.m. the leadership group gets last week's report: leads, booked jobs, completed jobs, open invoices, and two exceptions. The sheet is linked for anyone who wants the detail.
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
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Sales Reports
Turns pipeline and activity data into a sales snapshot: what moved, what stalled, and what needs a person.
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.