Weekly Business Review
One weekly roll-up across HubSpot, Stripe, Shopify, and Asana: what moved, what stalled, and a single recommendation.
Each run pulls the week's real numbers: HubSpot deals created, advanced, won, lost, and untouched; Stripe collected, refunded, and net; Shopify orders and top products if connected; Asana completion and aging for delivery. It computes week-over-week deltas from the memorized prior snapshot, so from the second week onward you see real momentum instead of vibes. The review ends in one specific recommendation tied to a named stalled item or opportunity. The Slack post and email version are staged for approval — nothing publishes or sends unreviewed, and missing sources are named, never fabricated.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Pull HubSpot deals that moved in the window with created/advanced/won/lost/untouched buckets and days-since-touch.
crm scannerPull Stripe payments, refunds, and net collected for the window, stated in currency.
stripe revenue operations analystNormalize Stripe figures into the review's revenue lines and keep Shopify order value reported separately, never mixed into one number.
revenue analystPull Shopify order count, revenue, and top products when connected; note the gap when not.
ecommerce scannerPull Asana completion counts and aging tasks for the delivery view.
pm scannerCompute week-over-week deltas against the memorized prior snapshot; emit the baseline note on the first run.
data analystOrganize movement into what moved and what stalled, each claim carrying its number and source system.
weekly business digestDistill the roll-up into one specific recommendation for the week ahead, tied to a named item with its numbers.
executive briefing writerDraft a staged follow-up task for the recommendation when the user wants one — never created without approval.
task routerDraft the email version of the review for one-click send to the configured recipients.
message writerRender the in-hub review with deltas, recommendation, staged-delivery package, and coverage footer.
report formatterStage the Slack summary and email draft behind approval, respect quiet hours and opt-outs, and memorize this week's snapshot for next week's deltas.
distributorRequired Agents
12- crm-scanner
- stripe-revenue-operations-analyst
- revenue-analyst
- ecommerce-scanner
- pm-scanner
- data-analyst
- weekly-business-digest
- executive-briefing-writer
- task-router
- message-writer
- report-formatter
- distributor
Connections
Required
Optional
What it does
- Pipeline movement from HubSpot: created, advanced, won, lost, untouched
- Stripe revenue with refunds and net, stated in currency
- Shopify orders and top products when connected
- Asana delivery throughput and aging tasks
- Real week-over-week deltas from the memorized prior snapshot
- One specific recommendation with the numbers behind it
- Staged Slack post and email version — nothing sends unreviewed
- Coverage footer naming missing sources instead of stubbed sections
Example prompt
Give me last week's business review — pipeline movement from HubSpot, net revenue from Stripe, our Shopify orders, and delivery health from Asana, ending in what I should do this week.
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