Management · Workflow
The weekly report that writes itself
Every Friday the numbers are collected, summarised and sent as a document to the team.
Template: Weekly Status Reporter. It is waiting in your workspace after you sign up.
The problem
The weekly update means copying numbers from four systems into one document, every week.
Where a person decides
This one only reads, sorts and drafts. Anything that sends or changes something still asks first, unless you allow it.
What you need
- Schedules are on Business.
- Works with
HubSpot
Jira
Exact Online
Microsoft Teams - Each run shows its price in euros before it runs, and is paid from your workspace balance.
Start
Every Friday at 16:00
A schedule on the workflow
Action · HubSpot
Collects the numbers
Deals won, open tickets, invoices paid
AI step
Writes the summary
What went up, what went down, what needs attention
Document
Makes the document
Word, PDF or slides in your house style
Action · Microsoft Teams
Shares it
In the team channel and by email
How it runs, the way the workflow canvas shows it.
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