Agent template · Reports and research
Know what worked last week in two minutes
Dashboards show numbers; this agent tells you what they mean. Every week it reviews your channels and writes a short doc: what moved, what worked, what didn't, and three things to do next.
How it works
- 1
Pick the day you want the summary.
- 2
The agent reviews the last 7 days across website, email, forms and contacts.
- 3
It writes a short working doc with real numbers and three concrete next steps.
- When it runs
- Every week
- Works with
- Email, Forms, Contacts and deals
- You fill in
- Day, Time, What to watch
Why it helps
- Real numbers from your tools, never estimates
- Ends with actions, not just charts
- A history of weekly docs you can look back on
Week of 3 Nov: Website leads up 18% (41 → 48), driven by the pricing page. The email open rate dipped to 31% after the subject line test. Next: reuse the pricing page layout on the services page, revert the subject style, and follow up the 6 unanswered enquiries.
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
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Works with Web research
Set up “Weekly performance summary” in two minutes
Create a free account, fill in a few blanks, and it starts working.