Weekly Business Report: Auto-Compiled, Stakeholder-Ready
Pull key metrics, wins, challenges, and priorities from your tools into a polished weekly report — automatically.
What You Will Get
Writing a weekly business report should be simple: what happened, what mattered, what's next. In practice, you spend an hour every Friday pulling numbers from three different dashboards, writing up wins you half-remember, and formatting the whole thing so your investors or partners don't think you run a circus.
With this setup, your agent compiles the report for you. It pulls data from your Google Sheets or connected tools using gog, searches for relevant industry context with tavily-search, and structures everything into a clean format: Key Metrics (with week-over-week changes), Wins, Challenges, and Next Week's Priorities. The report lands in your Slack channel, email, or WhatsApp every Friday afternoon.
You review it, add any personal commentary, and forward it to stakeholders. What used to be an hour of copy-paste-format work becomes a five-minute review. Your reports become more consistent too, because the agent uses the same structure every week. Setup takes about 15 minutes.
Setup Steps
Build your auto-compiled weekly report in about 15 minutes.
Connect Your Data Sources
Enable gog to pull from Google Sheets where you track KPIs, revenue, or project milestones. If your metrics live in other tools, you can paste them weekly or connect additional integrations.
Define Your Report Sections
Message your agent: 'My weekly report has four sections: (1) Key Metrics with this week vs. last week, (2) Top 3 Wins, (3) Challenges or Blockers, (4) Priorities for Next Week. Use bullet points and keep it under one page.'
Set Your Metrics
Tell the agent which numbers matter: 'Track revenue, new sign-ups, churn rate, and support tickets. Pull this week's numbers from my KPI spreadsheet and compare to last week.' Be specific about which cells or tabs to read.
Add Industry Context (Optional)
Enable tavily-search and instruct the agent: 'Include one relevant industry headline or trend that could impact our business.' This adds strategic context that makes your report more valuable to readers.
Schedule Friday Delivery
Set the report to compile and deliver every Friday at 3 PM. Choose your channel — Slack for team visibility, email for board members, WhatsApp for a personal copy you can review on your phone.
Review Your First Report
Trigger a test report with 'Generate my weekly report now.' Read through it, adjust formatting, add or remove sections, and refine the tone. Some people prefer a formal tone for investors and a casual tone for their team.
Tips and Best Practices
Log Wins as They Happen
Throughout the week, message your agent with quick wins: 'Win: closed the Acme deal for $12k.' The agent collects these and includes them in Friday's report. No more struggling to remember what happened on Tuesday.
Use Consistent Metrics
Stick to the same 4-6 metrics every week. Changing metrics makes trend analysis impossible and confuses stakeholders. If you need to add a new metric, introduce it alongside existing ones for a few weeks.
Keep It Short
The best weekly reports fit on one screen. If your reader has to scroll three times, they will stop reading. Let the agent be ruthless about brevity.
Archive for Quarterly Reviews
Ask the agent to save each weekly report to a Google Doc or a dedicated Slack channel. When quarterly reviews roll around, you have 13 weeks of structured data ready to synthesize.
Frequently Asked Questions
Related Pages
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