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Internal summary

internal-summary

Weekly one-page summary of what happened and what needs you.

~9h / monthemail · chat

Rules it starts with

  • · Numbers from source systems only

Tools it expects

XeroGoogle SheetsHubSpotGmail

Connect them when you're ready — the agent stays in draft until you do.

Working context

Build a reporting agent. Every morning at 6am it pulls cash position, invoices out, overdue debtors, jobs booked and quotes pending, compares to last week, and emails me a one-page brief with the three things needing my decision today.

Comes in these packs