Use casesReporting
The weekly business report you rebuild every Friday, written for you
Mitra reads the numbers straight from the apps they already live in. Describe the report once and the agent pulls revenue from Stripe and new deals from HubSpot into your Google Sheet every Friday at 4pm. The three biggest changes go to Slack with a sentence each.
Every Friday at 4pm, pull this week's Stripe revenue and HubSpot deals into my 'Weekly' sheet. Post the three biggest changes to #leadership.
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What the agent actually does.
Read the week's revenue
The agent totals what came in since last Friday: payments, refunds and net revenue for the week.
Pull the new deals
The agent collects the deals created and closed this week, with owners and values, so pipeline sits next to cash.
Write the row
One row is appended to your sheet in the columns you already use, and your formulas pick it up.
Post the biggest changes
The agent compares the week against the one before and posts the three largest movements with a sentence each.
Leave a record
Every run is written down, so you can see which numbers came from where before anyone asks.
Make it yours.
For the operations lead who assembles the same report by hand every Friday afternoon. Change any of this by saying so — there is nothing to rewire.
- Add a month-to-date column beside the weekly numbers.
- Email the summary to the board instead of posting it in Slack.
- Move the run to Monday at 8am, so the week opens with last week's numbers.
Questions, answered.
Can Mitra put the numbers in my existing spreadsheet?
How does Mitra decide which changes are the biggest?
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