What Weekly Report does
Your team gets the week’s numbers, and what they mean, every Friday.
- You get
- The weekly report
- When it runs
- Fridays at 07:00Weekly report · Tells you in its chat
- Asks you first
- Posting to your team waits for your go, until you say it may post on its own.
- Stays quiet when
- The week has no new numbers.
- Works with
- HubSpot, Google Sheets and Slack
Before you start
You need Incredible on your Mac or PC. If you don’t have it yet, the Set up Weekly Report button offers the download, and Incredible is free for 7 days.
Weekly Report works with HubSpot, Google Sheets and Slack, and uses the ones you have. Connect them when Weekly Report asks, or let it work in your browser, where you’re already signed in.
How to set up Weekly Report
Six steps, from finding Weekly Report in the app to its first round of work. Each picture shows what you’ll see in Incredible.
1Find Weekly Report in Use cases
Open Use cases from the sidebar in Incredible. Weekly Report is under General, and you can also search for it by name. Tell me more on its card opens it. The Set up Weekly Report button on this page opens it in Incredible too.
2Read what it does, then press Add
The sheet shows what Weekly Report hands you, when it runs and what it asks you before it acts. Nothing is set up until you press Add.
3Incredible makes the agent
Add hands the request to Incredible in its chat. Incredible makes Weekly Report, adds it to your sidebar and sets its routine: Fridays at 07:00.
4Answer its first question
Weekly Report introduces itself and asks what it needs to work for you, such as which apps you use. If one isn’t connected yet, it asks you to connect it, or works in your browser where you’re already signed in.
5Approve its first round of work
Weekly Report does the work in your apps and tells you what it found. Anything it wants to send waits for your answer, in its chat and on your Needs you list.
6Correct it once, and it remembers
When something isn’t how you want it, tell Weekly Report in its chat. It saves the correction as a rule in its memory and follows it from then on. Its routine is in the same panel, where you can run it now or switch it off.
Two more agents for reporting
Each is made for one kind of person. You set it up the same way, from Use cases or with its button here.
For founders: an agent that writes your monthly investor update
Investors expect an update every month, and writing one takes an evening of pulling numbers and remembering what happened. On the first Monday of each month, Investor Update pulls revenue from Stripe and the month’s wins and problems from your notes, writes the update in the same shape as your last ones and sets it up as an email to your investors.
For product managers: an agent that tells everyone what is done, late and next
A roadmap goes out of date the week after it is written, and then people stop reading it. Every Thursday, Roadmap Keeper reads the status of your issues and the week’s updates, marks what slipped and drafts a short update for everyone who follows the roadmap.
Questions
Does Weekly Report send anything without asking me?
Posting to your team waits for your go, until you say it may post on its own. Everything waiting for you shows in its chat and on your Needs you list, and you can tell it which things it may do on its own.
What if I don’t use HubSpot, Google Sheets or Slack?
Tell Weekly Report which tool you use when it asks. Agents work in any app you connect to Incredible, and in your own browser on any website where you’re signed in.
Can I change what Weekly Report does later?
Yes. Tell it what to change in its chat, in your own words, and it updates its routine, its rules and what it does. You can also run its routine now or switch it off from its panel.
