📊 Weekly Business Report with AI

What Can You Do With This Automation?

Executive-ready weekly insights:

• Data Aggregation: Pull from multiple sources.

• KPI Calculation: Compute key metrics.

• Trend Analysis: AI identifies patterns.

• Recommendation Generation: Suggest actions.

• Stakeholder Distribution: Email to leadership.

Automation Flow

Trigger: Schedule Weekly (Monday 8 AM)

Actions:

1. Query data from sheets, CRM, payments
2. Calculate KPIs and comparisons
3. AI analyze trends and patterns
4. Generate recommendations
5. Create report and distribute

How To Use This Automation

• Go to the "Automations" tab in your workspace.

• Configure data sources

• Set up report template and recipients

• Enable the toggle to activate