A weekly report every Monday
Turn changes in Sales and Finance into a regular report saved in your own folder.
Who this is forBusiness owners and team leads reviewing the week.
Copy this request to start
Replace the file names and folder paths with your company’s own.
Every Monday at 9, write a weekly report from last week’s changes in Sales and Finance. Save a new Word file in my folder and include the source files.
Folders and permissions you need
- You need read access to Sales and Finance and write access to your own folder.
- Prepare the real folder paths and reporting rules. If you use a weekly-report skill, check that you can read it.
Step by step
Check the sources and scope
Open the source folders in Files. Define what “last week” means, the report sections and the destination inside your personal folder.
Ask for a schedule in chat
Paste the request above into New chat, adding the actual folder paths and destination. For a Word report, ask for a .docx file. Include all instructions in the scheduled task: each run starts a new chat.
Review the schedule and result
Open Settings → Scheduled tasks and check Next run and Time zone. After it runs, open Last run and compare the report’s figures with its source files.
Example result
This is a fictional example, not a recorded AI result. Your output depends on your files and request. Check the facts and figures before using it.
weekly-report-oct-w4.docx
Weekly report · October, week 4
Sales
5 new quotes, 2 contracts signed (C Corp., D Corp.). B Corp. has not replied yet.
Finance
October card expenses are sorted. 4 items have no receipt.
To decide this week
Trade show booth budget, new hire posting.
Your scheduled task has finished.
Follow-up question
Add a source file and date beneath each item. Leave out unverified figures, and finish with a list of decisions I need to make this week.
A team skill for next time
Suggest the report sections, date-range rules and source references as a weekly-report skill. Check the repeat time separately in Scheduled tasks.
Select Suggest as skill below a useful answer. Fill in Skill name, Description (one sentence), Steps and Folder, then select Suggest. Once a person who manages that folder reviews and registers it, teammates with access can use it by typing / in chat.
How to review and register a skill →If you get stuck
The report was not created
Check Settings → Scheduled tasks. For Usage limit prevented the run, review your limits. Otherwise open Last run to check connections and folder access in the chat. Nobody can answer confirmation cards during an unattended run, so save the result in your own folder first.
Product 0.2.2 · Checked October 28, 2026
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