OAKMONTDevelopment bench

Weekly report from your data

A short, plain-language summary of your key numbers, delivered every week.

For an owner who wants the week's numbers in one short note

From $149 per month

Typical timelineStarts with the first month of the plan

Start a sheet from itThe part this sheet is for: AI Back-Office

What this template does

Each week we pull your key figures from your spreadsheet or database and produce a concise, plain-language summary for the team - the highlights, the movers and one thing to watch - delivered to your inbox or chat.

Most teams have their numbers somewhere, in a spreadsheet or a database, and nobody has the hour each week to turn them into something the rest of the team will read. This template describes that job: every week your key figures are pulled and written up as a short, plain-language summary with the highlights, the biggest movers and one thing to watch, delivered to your inbox or chat. It fits when the report is routine and always follows the same pattern.

The pre-written request reads: every week, pull our key numbers and produce a short plain-language summary report for the team. The systems line says spreadsheet or database, and email or Slack for delivery. Change it so that it names the numbers that matter to you, where they are kept, who should receive the summary and through which channel. The request becomes an AI Back-Office order: a monthly pool of routine tasks, quoted before anything starts.

Prefilled for you

The brief it fills in

Every week, pull our key numbers and produce a short plain-language summary report for the team.

Systems it connects
  • Google Sheets or Excel
  • Your database
  • Email or Slack
Kind of job
Automations - Any business

What you get

  1. A short weekly summary of your key numbers, written in plain language for the team.
  2. A pool of thirty routine tasks a month. Reports are one of the kinds of work it covers, next to documents, email drafts and data entry.
  3. Each task reviewed by a person before it reaches you.
  4. A published price of $149 per month, with each task beyond the thirty at $6.
  5. Scope and price confirmed before work starts, so you know what belongs in the pool.

Who it is for

A small team that keeps its figures in a spreadsheet or a database and wants a readable summary every week, without the job landing on whoever is least busy.

What to change before you send it

  • “Our key numbers”: the brief does not say which. Name the figures you want to see in the report.
  • The source: the request says “Spreadsheet / database”. Say which one it is and where it is kept.
  • Delivery: the request offers email or Slack. Pick the channel and say who should receive the summary.
  • “Every week”: if the day matters, or the period the summary should cover, write it into the brief.
  • The readers: the brief says “for the team”. Say who reads it, so the level of detail suits them.

What is not included

  • Thirty tasks a month are included. After that each task is $6.
  • It is routine work, not somebody's judgement calls. The summary reports your numbers, and the decisions stay with you.
  • It is billed per month as a subscription, not as a single report.

Questions about this template

  1. What does it cost?The linked service is AI Back-Office at $149 per month. That buys a pool of thirty routine tasks, and reports are one of the kinds of task it covers, with documents, email drafts and data entry. If you use more than thirty tasks in a month, each additional one is $6.
  2. How does ordering work with the Weekly report from your data template?You click “Use this template”, the request form opens with the brief written, and you edit it for your numbers. After you submit, we confirm the scope and the price in a quote. Work starts once you accept. Each task is reviewed by a person before it reaches you.
  3. What should I have ready?The brief is the only required field. Know which numbers you want reported, where they are kept and where the summary should be sent. There is an optional field for the tools and systems involved, such as your spreadsheet, your mail or your chat.
  4. Can the same subscription cover other work?Yes. AI Back-Office is a pool of routine office jobs: documents, reports, email drafts and data entry. The weekly report is one use of it. What belongs in your pool is confirmed with the scope and the price before work starts. It is for routine work, not for judgement calls.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.