The Monday report writes itself
Live figures pulled from your systems, commentary written by AI, the same report in everyone’s inbox every week, with no Friday afternoon lost to assembling it.
The problem
How it works by hand
Someone in every small business spends Friday afternoon pasting numbers from the CRM, the bank and three spreadsheets into a report nobody fully trusts. The numbers are stale before anyone reads them, the copy-paste introduces errors, and the person doing it has better things to do. When that person is off, the report just does not happen.
A worked example
What a working version looks like
The system connects directly to the sources: your CRM, your accounting software, your ad accounts, whatever feeds the numbers you actually look at. On a schedule it pulls the live figures, runs the same calculations every time, and compares them against last week and the same week last year. An AI model then writes the commentary, what moved, what did not, what looks off, grounded strictly in the pulled data so it cannot editorialise numbers that are not there. The finished report lands in inboxes or Slack before Monday starts. The definitions live in one place, so when you change how a metric is calculated, it changes everywhere at once.
The exact tools change per business. The shape does not.
What it needs
Honest inputs, nothing exotic
- 01Access to the sources: CRM, accounting software, ad platforms or spreadsheets
- 02An agreed definition of each metric, written down once
- 03Where the report should land: email, Slack or both
- 04One person to sanity-check the first few weeks of output
The payoff
What you get back
Decisions get made on current numbers instead of last month’s. The report shows up whether or not anyone remembered, the figures are pulled not pasted, and the person who used to assemble it gets their Friday back.
Do it yourself
How you would build this yourself
No course, no upsell. This is the order we would build it in, with the tools named, and a prompt to start from.
- 1
Write down the metrics that matter and exactly how each one is calculated. If two people on your team would compute a number differently, the report is broken before any automation starts.
- 2
Do one report fully by hand, but save every query and export you used. That is your spec.
- 3
Get the data flowing without copy-paste: most CRMs, ad platforms and accounting tools will push to Google Sheets through their own connectors or Zapier.
- 4
Have Claude write the commentary from the sheet: what moved against last week, what looks off. Give it the numbers every time, never let it rely on memory.
- 5
Schedule it: a small script or an n8n flow that runs Sunday night, pulls the sheet, generates the commentary and emails the lot. Sanity-check the output for a few weeks before you trust it.
Build me an automated Monday report. Sources: [your CRM], [your accounting tool] and a Google Sheet with [anything else]. Every Sunday night: pull the live figures via each API, calculate the metrics exactly as defined in the attached document (definitions are fixed, do not improvise), compare against last week and the same week last year, then write short plain-English commentary grounded only in those numbers. Email the result to [addresses]. No number appears in the commentary unless it came from the pull.
Copy it into Claude Code, fill the brackets, and it will plan the build with you before writing a line of code.
We would rather show you how than bill you. The whole ladder of free help, answers, guides and the weekly build-along, is on the do-it-yourself page.