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Business Operations agent

The Friday report

Friday’s numbers come from the systems that hold them, set beside last week and written up in the format you already use. The report waits in your inbox until a person reads it and sends it.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for The Friday report: four items, three done, and one (Up 48%) waiting for the ops manager, who is asked: Tickets are up 48%, most about the new billing page. Put that in the summary?
How it works

The numbers gather themselves. You read the report and send it.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for The Friday report, in 5 steps. It starts with “It’s Friday morning” and ends with “A report ready to send”. Each step lists what automation, the agent and your team do there.
The Friday reportA typical run
Starts withIt’s Friday morningYour schedule starts the week 39 report: six sections from order, shipping, support and accounting systems.
Automation: Takes orders shipped, on-time delivery, open tickets and cash collected from the systems that hold them, for the week so far.
~10h/mo

Step 1 of 5Pull the numbers

  • Automation

    Takes orders shipped, on-time delivery, open tickets and cash collected from the systems that hold them, for the week so far.

    Each number lives in one known place and is counted one way, so pulling it is the same query each week.

Reads
  • Order system
  • Support desk
Writes
  • Report draft

~10 hours a month back

Where teams differWeeks run Monday to Sunday for many teams. Others close on Thursday night so the report can go Friday.

Automation: Sets each number beside last week and your target. Open tickets are at 312, up from 211, which is past your 20% swing limit.
The agent: Reads the 101 extra tickets and finds that 74 of them mention the billing page that changed on Tuesday.
~7h/mo

Step 2 of 5Look at what moved

  • Automation

    Sets each number beside last week and your target. Open tickets are at 312, up from 211, which is past your 20% swing limit.

    Your swing limit decides which figures get a closer look, before anyone reads a line.

  • The agent

    Reads the 101 extra tickets and finds that 74 of them mention the billing page that changed on Tuesday.

    The reason sits in what customers wrote, not in the count.

Reads
  • Support desk
Writes
  • Report draft

~7 hours a month back

Where teams differA 10% move is enough for some teams to take a look. Others only care about a miss against target.

The agent: Writes the top three lines and a note for each section in the style of your recent reports, with a source under every figure.
~7h/mo

Step 3 of 5Write it up

  • The agent

    Writes the top three lines and a note for each section in the style of your recent reports, with a source under every figure.

    Turning six sections into three plain sentences a leader will actually read is writing, not arithmetic.

Reads
  • Past reports
Writes
  • Report draft

~7 hours a month back

Automation: Puts the draft in the ops manager’s inbox with the ticket jump at the top and the likely reason beside it.
Your team: Confirms the billing page line or rewrites it, reads the rest, and sends the report to the leadership list.
~3h/mo

Step 4 of 5Read and send

  • Automation

    Puts the draft in the ops manager’s inbox with the ticket jump at the top and the likely reason beside it.

    The draft always goes to the same inbox, with its open questions at the top.

  • Your team

    Confirms the billing page line or rewrites it, reads the rest, and sends the report to the leadership list.

    The report goes out under a person’s name, so a person decides what it says.

Reads
  • Report draft
Writes
  • Email

~3 hours a month back

Where teams differSome teams have each section owner see their part first. Others leave the whole read to one person.

Automation: Saves the sent report to the shared drive, notes the billing page for next week, and sets up week 40.
~2h/mo

Step 5 of 5File it

  • Automation

    Saves the sent report to the shared drive, notes the billing page for next week, and sets up week 40.

    Filing the report and starting the next one are the same steps every week.

Reads
  • Email
Writes
  • Shared drive

~2 hours a month back

Ends withA report ready to sendIn the ops manager’s inbox in your layout, with last week beside every number and its source underneath.
Total~29h/mo

What changes

Each number comes straight from the system that holds it, with last week beside it. The ops manager reads the draft, answers one question and sends it.

  • 4steps automated
  • 2steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~29 hours a month back

$20,900 a year in time

For a 200-person company whose weekly report takes about nine hours to pull together, at $60 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never sends the report on its own

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentNumbers from your order, support and accounting systems, the report into your email or shared drive.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhich numbers go in, your targets, and how big a swing needs a note.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentThe ops manager reads and sends it, and each section owner answers for their own number.

  4. Your channels

    Where your team hears from it.

    For this agentEmail for the report, Slack or Teams for questions to section owners.

  5. Your output

    What it hands back, in the format you already use.

    For this agentYour report in your own layout, with last week beside each number and its source underneath.

It builds one report on a schedule. Rolling every team’s numbers into a live view is the KPI roll-up agent, and fixing a number at its source stays with the team that owns it.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your ops manager and section owners.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past weekly reports, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real weekly reports.
The number we agree

Hours your team spends pulling the weekly report together. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, the last three months of reports your team sent, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and the last three months of reports your team sent.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past weekly reports.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

The same kind of reporting build took a real estate firm’s quarterly rollup from two weeks to two days.

Questions

About this agent.

What if a system is late with its numbers?
It waits until the cut-off you set, then builds the report with that section marked as not in yet, and tells the person who owns it.
Can it write the commentary, not just the tables?
Yes. It drafts the summary in the style of the reports your team has already sent, with a source under every figure. A person reads it before it goes.
Does it have to be Friday?
No. It runs on the day and cadence you set, weekly, every two weeks or monthly, and can build a short version for each team from the same numbers.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the hours your team spends pulling the weekly report together. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Is there a weekly report you’d rather read than build?

Tell us how your team handles weekly reports today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

Let’s build your agentBack to Business Operations
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  • $12,500fixed, per agent
  • Yours to keepno license fees
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