Use casesReporting

Automate the weekly business report you rebuild every Friday

Mitra automates the weekly business report by reading the numbers straight from the apps they already live in. Describe the report once and an agent pulls revenue from Stripe and new deals from HubSpot into your Google Sheet every Friday at 4pm, then posts the three biggest changes to Slack.

Runs: Fridays at 4pm
Used by: Ops / Chief of Staff · Sales

The prompt

Every Friday at 4pm, pull this week's revenue from Stripe and new deals from HubSpot into the 'Weekly' tab of my Google Sheet, then post the three biggest changes to #leadership in Slack.

Stripe

HubSpot

Google Sheets

Slack

Build this agent

200 credits to start · no credit card

What the agent actually does.

Read the week's revenue
The agent opens Stripe and totals what came in since last Friday — payments, refunds and net revenue for the week.
Pull the new deals
In HubSpot the agent collects the deals created and closed this week, with their owners and values, so the pipeline sits next to the cash.
Write the row
The agent appends one row to the 'Weekly' tab of your Google Sheet, in the columns you already use. Your formulas and charts pick that row up on their own.
Post the three biggest changes
The agent compares the week against the one before, then posts the three largest movements to #leadership in Slack with a sentence on each.
Leave a record
Every run is written down step by step, so you can see which numbers came from where before anyone asks.

Make it yours.

For the operations lead or chief of staff who assembles the same report by hand every Friday afternoon. Change any of this by saying so — there is nothing to rewire.

Add a month-to-date column beside the weekly numbers.
Email the summary to the board instead of posting it in Slack.
Move the run to Monday at 8am so the week opens with last week's numbers.

Questions, answered.

Can Mitra put the numbers in my existing spreadsheet?

Yes — Mitra writes into whichever sheet and tab you name, so your existing formulas and charts keep working. The agent appends one row each week and leaves the rest of the file alone. If a column is missing, tell Mitra and the agent adds it.

How does Mitra decide which changes are the biggest?

Mitra compares this week's numbers against the previous week, ranks the movements, and writes the three largest into the Slack post with a sentence on each. If you would rather rank by percentage, or always watch one metric, say so and Mitra rewrites the instructions.