Data & Analytics

Weekly Reports

Compile cross-functional weekly metrics into a single narrative report for leadership.

Automation overview

What this automation does

This automation starts when scheduled weekly — Monday 6 AM. It openai process via openai, x (twitter) pulls, and slack pulls, then from defined SQL or API pulls, GPT writes 400-word narrative highlighting wins risks actions, embeds chart PNGs from QuickChart, emails PDF Google Slides export.

Trigger

Scheduled weekly — Monday 6 AM

Main actions

OpenAI process via OpenAI → X (Twitter) pulls …

Final outcome

from defined SQL or API pulls, GPT writes 400-word narrative highlighting wins r…

Execution time

30–90 seconds

Apps used

4 integrations

AI-powered

Difficulty

Beginner

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Google Sheets

Scheduled run

OpenAI

Process via OpenAI

Step 2

X (Twitter)

Pulls

Step 3

Slack

Pulls

Result

Slack

Workflow complete

Step-by-step

How each step runs

1
Google SheetsTrigger
Scheduled run
Scheduled weekly — Monday 6 AM
2
OpenAI
Process via OpenAI
Monday 6 AM aggregates Sheets tabs
3
X (Twitter)
Pulls
from defined SQL or API pulls, GPT writes 400-word narrative highlighting wins risks actions, embeds chart PNGs from QuickChart, emails PDF Google Slides export
4
Slack
Pulls
from defined SQL or API pulls, GPT writes 400-word narrative highlighting wins risks actions, embeds chart PNGs from QuickChart, emails PDF Google Slides export
5
Slack
Workflow complete
from defined SQL or API pulls, GPT writes 400-word narrative highlighting wins risks actions, embeds chart PNGs from QuickChart, emails PDF Google Slides export

Apps used

Connected applications

Google Sheets

Process via Google Sheets

OpenAI

Process via OpenAI

X (Twitter)

Pulls

Slack

Pulls

Summary

Automation summary

Trigger: Scheduled weekly — Monday 6 AM
Inputs: Scheduled weekly — Monday 6 AM, Business Name, Notification Email, Timezone
Outputs: from defined SQL or API pulls, GPT writes 400-word narrative highlighting wins risks actions, embeds chart PNGs from QuickChart, emails PDF Google Slides export, X (Twitter) pulls, Slack pulls
Business goal: Automate weekly reports end-to-end with accurate app routing.
Execution frequency: Weekly
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: Google Sheets, OpenAI, X (Twitter)

Benefits

Why use this automation?

Save ~5 hours/week

Remove repetitive steps from Weekly Reports so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

Google Sheets
OpenAI
X (Twitter)

Required accounts

Active Google Sheets workspace with API access
Active OpenAI workspace with API access
Active X (Twitter) workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

5 min including app authorization and test run
Difficulty: Beginner

Optional apps

Slack (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~8 min

Required connections

Google Sheets(required)
⚠ Missing
OpenAI(required)
⚠ Missing
x(required)
Previewx: workflow actions run in preview
⚠ Missing

• Missing connection: Google Sheets
• Missing connection: OpenAI
• Missing connection: x

Manage all connections →View all installations →

Workflow summary

Trigger: Scheduled weekly — Monday 6 AM
Steps: 5 nodes
Required apps: 3
Optional apps: 1

Trigger

Schedule trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeBeginnerPartial5 min setup★3.88.0k installs · 194 reviews

Customize for My Business

Analytics

Template performance

35.7k

Views

8.0k

Installs

791

Favorites

3.8

Avg rating

22.4%

Conversion

5 min

Setup time

93%

Success rate

Trending score

Most used integrations

Google SheetsOpenAIX (Twitter)

Monday 6 AM aggregates Sheets tabs—sales, marketing, support, product—from defined SQL or API pulls, GPT writes 400-word narrative highlighting wins risks actions, embeds chart PNGs from QuickChart, emails PDF Google Slides export to leadership list, posts Slack summary with three bullet headline metrics.

Some steps run in preview until their integrations go live.

Required apps

Google SheetsLiveOpenAILiveX (Twitter)Preview

Optional apps

SlackLive

All integrations

Google SheetsOpenAIX (Twitter)Slack

Workflow preview

How Weekly Reports runs

Trigger

Standardize metric definitions

→

Process

Rule engine

→

Action

google-sheets

→

Notify

Alert & log

Google SheetsOpenaiXSlack

Setup steps

Get started in 5 steps

1
Connect department metrics
Sheets/API sources per function, Slides template, QuickChart, OpenAI, Gmail, Slack.
2
Standardize metric definitions
Glossary sheet ensures same KPI names across tabs.
3
Generate narrative
GPT compares WoW changes; cites specific numbers not vague trends.
4
Build PDF deck
5-slide exec summary plus appendix detail slides.
5
Review week one manually
CFO validates numbers before distribution automation.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Slack Channel	text	#general	No
Google Sheet ID	text		No
Sheet Range	text	Sheet1!A:Z	No

FAQ

Frequently asked questions

Confidential metrics?

Restricted PDF permissions; Slack gets redacted headline only.

Custom sections?

Add department tab; auto-included if data present Monday.

Arabic report?

Narrative AR branch for MENA leadership distribution.

Late data?

Report waits on `data_ready` checkbox per source max 8 AM.

Reviews

4.7

★4.7

194 total reviews

James O'Brien

CTO · DevFlow

★★★★★

3/28/2026

After two weeks live, Weekly Reports has become core to our daily ops. Verified install — runs without babysitting.

+ Reliable triggers every time · Support team helped customize quickly

Nadia El-Sayed

Restaurant Owner · Frio Café

★★★★Verified install

3/11/2026

Weekly Reports replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Great documentation · Scales well as we grow

− Took longer than estimated for advanced config

Marcus Chen

Sales Manager · HubSpot Partner

★★★★★Verified install

2/22/2026

We deployed this across three locations and saw immediate time savings. The Weekly Reports workflow handles edge cases we didn't expect it to.

+ AI quality exceeded expectations · Saved our team 10+ hours weekly

Documentation

Template documentation

Overview

Requirements

Active google-sheets account with API access
Active openai account with API access
Active x account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

google sheetsLiveopenaiLivexPreviewslackLive

Triggers

Scheduled weekly — Monday 6 AM

Actions

Standardize metric definitions
Generate narrative
Build PDF deck
Review week one manually

Examples

Quick start

Activate Weekly Reports with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Weekly Reports.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

9/21/2025

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

7/23/2025

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

5/24/2025

featureInitial marketplace release.

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Recommendations

Customize Weekly Reports for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Weekly Reports

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Weekly Reports runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

CSV Upload Dashboard Update

Dashboard Generator

KPI Alerts

KPI Threshold Alert

Customers also installed

Executive Metrics Monday Brief

KPI Threshold Alert

KPI Alerts

HubSpot Pipeline Snapshot

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Weekly Reports for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

CSV Upload Dashboard Update

Dashboard Generator

KPI Alerts

KPI Threshold Alert

Customers also installed

Executive Metrics Monday Brief

KPI Threshold Alert

KPI Alerts

HubSpot Pipeline Snapshot

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing