When to use
Use this when someone rebuilds the same spreadsheet every Monday, the numbers are always a little late, and the meeting starts with 'let me pull that up.'
Prerequisites
- Two or more sources that already have the numbers (CRM, ads, books, a sheet)
- A short list of metrics the owner actually reads (five is plenty)
- A destination: Slack, email, or a doc — pick one
SKILL.md
First half on the page. The rest is one click — no email. Crawlers get the full file either way.
--- name: weekly-reporting-stitch description: Stitch an owner-readable weekly update from existing sources. Never invent a metric, never silently reuse last week's number, never email a customer. --- # Weekly reporting stitch ## Flow 1. For each agreed metric, pull the last complete week from its source of truth. 2. If a source errors or returns empty, mark that row "source unavailable" — do not backfill. 3. Compare to the prior complete week. Call out only moves the owner asked to watch. 4. Write a short update (bullets, not a novel). Deliver to the one destination. 5. Store the raw pull so next week can compare. Stop. ## Default metric set (edit this) - Pipeline created (CRM) - Closed-won count and dollars (CRM) - Ad spend (ads platform) - Cash collected (books) - Open AR over 14 days (books) Five is enough. Adding a sixth needs the owner to name who will read it. ## Safeguards - Never invent, blend, or "estimate" a missing source. - Never email customers, leads, or the company-wide list. Destination is internal. - Never overwrite last week's stored pull. - If two sources disagree on the same number (CRM closed-won vs books deposits), show both and label them. Do not pick a winner. ## Example update ``` Week of Aug 4 (Mon–Sun) - Pipeline created: $48k (was $41k) - Closed-won: 3 / $19.2k (was 2 / $11k) - Ad spend: $2,140 (source: Google Ads) - Cash collected: $22.8k - AR > 14 days: $6.1k (4 invoices) — books Ads vs books: no conflict this week. ``` ## Add it to your agent Read this file and follow the instructions. Agree the five metrics with the owner before the first Monday run.
Still ungated. Page stays short until you ask.
Common questions
Can it replace the dashboard we already pay for?
It shouldn't. Dashboards are for poking around. This is the Monday note so the owner doesn't have to poke around.
What if a source is down?
Say so. A report with a hole beats a report that silently reused last week's ads number.