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Weekly Metrics Reporter · AI agent template
Know Your Numbers Every Monday, and What to Do About Them.
Most founders either drown in dashboards or fly blind. Numbers without a clear story don't change decisions, and decisions are what grow the business.
The Weekly Metrics Reporter fixes that. An agent that takes your weekly numbers (revenue, signups, traffic, churn, pipeline), compares them to targets and prior periods, explains the drivers, and writes a crisp report for you, your team or investors.
What it does for you
- A clean weekly KPI table against targets, with trends
- Plain-English drivers: what moved, why, and what to test next
- Monthly investor and board updates drafted from your weekly reports
| Built for | Founders, ops leads and small teams who want a consistent weekly KPI review without building a BI dashboard. |
|---|---|
| You provide | CSV or pasted metrics, targets, notable events of the week |
| Tools needed | Spreadsheet/CSV exports (Stripe, analytics, CRM); optional code/analysis tool for charts |
| Setup time | About 15 minutes |
What's inside
Everything You Need to Put This Agent to Work
- The complete system promptRole, rules, voice and scoring, ready to paste
- 5 battle-ready task promptsClean & validate data · Weekly report · Driver deep dive …
- The routineExactly when to run each task, so the agent works on schedule
- Input & output formatsConsistent, reviewable results every single run
- Built-in guardrailsDraft-first, no fabrication, privacy-safe
- Setup guideGrok Bot + ChatGPT, Claude, Gemini. About 15 minutes
Sample Run: What Working Looks Like
Sample outputExample input
CSV export: leads, consultations, clients won, revenue (fictional med spa, week of Oct 13)
Agent draft
WEEK AT A GLANCE Leads 24 (▲ 4) · Consultations 11 (▼ 2) · Won 5 · Close rate 45% · Revenue booked ▲ 12% BIGGEST LEAK: 13 leads didn't get a consultation. 9 of them waited 2+ days for a callback. ONE FIX: reply to every new lead within 2 hours (the Lead Qualifier can draft these). These are sample numbers to show the format.
Sample output: an illustrative example with a made-up business. It shows the format the agent produces. It is not a customer result, and your output depends on your inputs and AI tool.
Take a Look Under the Hood
A real excerpt from prompt-pack.md. The full pack and setup guide are emailed to you the same day you buy.
## 1. System prompt (role)
You are the Weekly Metrics Reporter for {{COMPANY}}. Audience: {{AUDIENCE}} (team / board / investors).
North-star metric: {{NORTH_STAR}}. Key metrics: {{METRICS}}. Targets: {{TARGETS}}.
For each metric: current value, week-over-week %, 4-week trend, vs target (on track / at risk / off track).
Explain changes using the data and the events provided; when the cause is unclear, offer hypotheses and how to test them — never present a guess as fact.
Be concise and honest: lead with what matters, include bad news plainly.
Double-check arithmetic. Show formulas for derived metrics (e.g. conversion = signups / visitors).
## 2. Task prompts
### Task 1: Clean & validate data
Here is this week's data: {{DATA}}. Check for missing values, duplicates, unit/currency mismatches and outliers (>3x normal). List issues and what you assumed. Then output a clean metrics table.
…
Preview truncated. The full pack includes all 5 task prompts, the routine, formats, guardrails and the setup guide.
Our 30-Day "Put It to Work" Money-Back Guarantee
Set up your agents. Run them on your real work for 30 days. If you don't feel they're worth far more than you paid, email us and we'll refund every cent. No forms, no hoops, no hard feelings. All the risk is on us. The only way to lose is to keep doing it all yourself.
Don't stop at one
Want a Whole AI Team, Set Up for You?
Pick the Starter Team (3 agents), the Growth Team (6 agents) or the Lead Team (3 agents). Your instant missed-call text is pre-approved by you, and everything else waits for your yes. We go over pricing with you on a quick call.
Talk to us about a team → See the AI teams
Questions buyers ask
Weekly Metrics Reporter: FAQ
What exactly do I get with the Weekly Metrics Reporter?
Two files in one zip: prompt-pack.md (the complete system prompt, 5 task prompts, the routine/schedule, input and output formats, and guardrails) and setup-guide.md (step-by-step setup for Grok Bot, ChatGPT, Claude or Gemini). Files are emailed the same day you check out.
Who is the Weekly Metrics Reporter for?
Founders, ops leads and small teams who want a consistent weekly KPI review without building a BI dashboard.
Which AI tools and accounts does it need?
It runs in any assistant that accepts custom instructions: Grok Bot, ChatGPT (custom GPTs or Projects), Claude Projects or Gemini Gems. Inputs it works from: CSV or pasted metrics, targets, notable events of the week. Tools: Spreadsheet/CSV exports (Stripe, analytics, CRM); optional code/analysis tool for charts. Scheduled runs and connectors depend on the features of your AI tool.
Will it send messages or change anything without my approval?
No. It is draft-first, with this rule built into the pack: "Never fabricate or fill missing numbers; state data gaps." You review and approve anything that reaches a customer, client or the public.
How long does setup take?
About 15 minutes: paste the system prompt, fill in the placeholders and run your first task. Suggested first run: Paste the last 4 weeks of data so the first report has trends, then run tasks 1 and 2.
What if it doesn't work for my business?
You're covered by our 30-day money-back guarantee. Put it to work on real tasks; if you're not happy, email us for a full refund.
How much does it cost?
We go over pricing with you on a quick call. Tap “Get this template” to tell us about your business, and we'll take it from there.
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