Monday report, approved before it's sent
5 steps
The template: read the metrics, write the update, the account manager approves, the client gets the email.
- Step 1: Scheduled triggerMondays at 8am, your time zone
- Step 2: IntegrationGoogle Sheets: Read rows (last week)
- Step 3: AI GenerateHighlights, honest notes on dips, next week's focus
- Step 4: Human ReviewAccount manager approves or edits
- Step 5: Send EmailEmail the report
Result: A report that goes out every week, checked by a person, without the copy-paste.