Every Monday morning, get a formatted digest with key metrics, week-over-week changes, and a narrative summary — sent to you and your team.
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The agent connects to your CRM, project management tool, calendar, and analytics to gather the latest numbers.
Sales pipeline, closed deals, tasks completed, meetings held, and any custom KPIs you define are compiled.
Every metric is compared to last week. Increases, decreases, and notable trends are highlighted automatically.
Numbers become a story. The agent writes a 3-4 sentence executive summary highlighting wins, risks, and action items.
Everything is assembled into a visually clean report with sections, charts, and color-coded trend indicators.
The report is emailed to your distribution list every Monday at 8am — or posted to your team's Slack channel.
Under the hood
Trigger
Scheduled every Monday at 8am. Connects to HubSpot/Salesforce, Asana/Jira, Google Calendar, and Google Analytics. Custom schedule available (weekly, bi-weekly, monthly).
Logic
Aggregates data across tools, normalizes metrics, and calculates deltas from the previous period. Identifies outliers and trends using statistical thresholds. Generates narrative using your company context.
Output
A formatted email report with: executive summary, key metrics table with WoW changes, top wins and risks, and action items for the week ahead. Includes inline charts and trend arrows.
Configuration
This is what your agent configuration actually looks like.
Every Monday at 8:00 AM: 1. Pull data: HubSpot pipeline, Asana tasks, Google Calendar meetings 2. Aggregate: new deals, closed revenue, tasks completed, meetings held 3. Compare each metric to last week 4. Highlight: anything up or down >15% 5. Write a 3-sentence executive summary 6. Format into a clean email report 7. Send to: me, sarah@, and #team-updates
No code, no flowcharts. Describe what you need and AgntCraft handles the rest.
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