weekly-report

Automate weekly pipeline reporting by reading CRM tabs to compile metrics, calculate deltas, and generate structured reports with actionable recommendations for executive reviews. The playbook runs every Monday morning to aggregate performance data.

A weekly pipeline review should cover pipeline metrics, channel performance, lead quality signals, revenue projections, and recommended actions. It calculates performance deltas to deliver a comprehensive view for executive alignment and team standups.

Prepare for automated weekly reporting by ensuring agency.config.json is populated and granting access to all CRM tabs. The environment also requires the crm-writer capability to successfully write the final report results.

Yes, automated weekly reporting produces structured outputs specifically designed for executive leadership reviews and weekly team standups. It aggregates CRM data and translates pipeline metrics into actionable recommendations for strategic alignment.

No, the crm-writer capability is strictly required to write the final report results. Without it, the playbook cannot output the structured weekly pipeline metrics, deltas, and recommended actions to your system.

You need to populate agency.config.json because it provides the necessary configuration parameters for the playbook to read CRM tabs and calculate pipeline deltas. Without this setup, the automated data collection and reporting process cannot execute correctly.