Guides / Get a weekly business summary
How to get a weekly business summary from your agent.
Knowing where the business stands should not take an afternoon. Here is the flow in Sois, and the request that has your agent deliver a weekly digest you can read in a minute.
The flow
Four steps, the way a person would do it.
01
Pull the week
Gather sales, cash, and the key operational figures for the week.
02
Flag what needs you
Surface overdue items, risks, and decisions waiting on you.
03
Write the digest
Summarise it in a few clear lines, not a wall of data.
04
Deliver it
Send it to you, and set it to repeat every week.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
A one-minute read every week: where the business stands, what is at risk, and what needs your call.
Claudeconnected toapp.sois.aiover MCP
YouPull this week’s numbers, flag anything that needs me, and send me a short summary every Friday.
Agent
- Pull the week
- Flag what needs you
- Write the digest
- Deliver it
Done.
Explore the capability: Apps
Start
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.
- Free to start
- Bring your own agent
- No vendor lock-in