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A weekly report of your key numbers

Gather the numbers that matter every week, put them in one sheet and send yourself a short summary.

At a glance

Who it is for
Owners and managers who check the same numbers every week and want them in one place without copying them by hand.
What you get
A plan written for your case, a team of agents that runs it, drafts you approve before anything is sent, and the result measured against your goal.
How long it takes
7 days suggested. You set the deadline before anything is planned.
Plan you need
It fits the Free plan, which runs plans of up to 7 days.

The objective

Every week, gather my key business numbers into one spreadsheet and send me a short summary of what changed and what needs my attention.

You can edit it before planning. Suggested length: 7 days.

What the team usually does

  1. 1Agree which numbers matter and where they live.
  2. 2Collect them into one sheet.
  3. 3Write a short summary of the changes and send it to you.

What a result can look like

Example

Week of 14 September Sales: 4,280 (up 12% on last week) New customers: 9 (last week: 11) Unpaid invoices: 3, worth 1,150 Needs your attention: the invoice for Norte Studio is 21 days late. Everything else is on track.

Written by hand to show the kind of result. The names and numbers are made up; yours come from your own business.

Works best with: Google Sheets, Gmail.

Nothing is sent without your approval: you review every external action first.

Use this template

Other templates

A weekly report of your key numbers: AI agent template · Parallel