Weekly Ops Review
Runs your weekly operations review end to end. Gathers metrics from CRM, finance, and Asana, flags what moved, builds the agenda, drafts the summary, and turns decisions into assigned follow-ups.
About this AI employee
Your ops review, run for you — and nothing falls through the cracks.
Most weekly reviews fail the same two ways. Either nobody pulls the numbers and the meeting runs on gut feel, or the numbers show up but the decisions never become tasks, so the same problems resurface next week. This worker closes both gaps. Every Monday morning it pulls your pipeline from your CRM, your revenue from Stripe or QuickBooks, and your delivery from Asana, reconciles it all against last week and against target, and hands you a ranked, time-boxed agenda with the likely cause of each issue already pulled from Slack.
Then it does the part everyone skips. The moment the review is published, it splits every decision into a single owned task in Asana, sets a due date before the next meeting, and posts who-owns-what to your channel. No ownerless action items, no "someone should look into that," no quiet drift.
It's disciplined about what it flags — threshold-driven, not dramatic — and quiet by default the rest of the week, surfacing a mid-week alert only when a headline metric genuinely breaks. It reports wins as clearly as fires, never fabricates a number a source can't give it, and carries every unfinished follow-up forward until it's actually done.
Connects to: Asana · Google Workspace · QuickBooks · Slack · Stripe · HubSpot/Pipedrive/Salesforce
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.