Weekly Reporting Automation
$49.00
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Weekly Reporting Automation
$49.00
Most owners check their numbers when something feels wrong, which is usually too late. Get a plain-English summary of last week's numbers in your inbox every Monday, with what changed and what to focus on.
What's inside
- How to pick the 6–8 numbers that actually change your decisions
- A tracking sheet layout with the notes column that makes AI summaries useful
- Level 1: the 10-minute Monday habit and the report prompt
- Level 2: semi-automatic, with formulas and red-flag formatting
- Level 3: a fully automatic workflow using tools like Zapier or Make, step by step
- Troubleshooting, and how to keep AI from inventing reasons
Why it works
You start simple and only automate once you know which numbers matter. It also includes the human check that catches a broken data sync before it scares you.
Format: PDF plus editable Word file. 4 pages.