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Automated weekly report

Automated weekly report

Summary: An automated workflow that generates a weekly progress report by pulling data from your calendar (meetings held, events attended) and project management tool (tasks completed, milestones reached), calculating progress against quarterly targets, and producing a formatted dashboard. Runs on a schedule or on demand. You review the output.

What makes this automation-level: The AI handles the entire data gathering, calculation, and formatting process without you driving each step. You set the targets once in a goals file; the automation reads them, pulls current data, does the math, and presents the result. You review, but you don't drive.

Map

The recurring workflow is weekly progress tracking. It decomposes into: open calendar and count relevant meetings by type, open project management tool and count completed tasks, look up quarterly targets, calculate progress percentages, compare actual vs expected pace, format into a readable report, identify what's behind pace and suggest focus areas.

Every step except "set quarterly targets" was classified as a good AI candidate — they're pure data gathering and transformation with no judgment calls required. Setting targets stayed with the human because it's a strategic decision, not a calculation.

Test

Initial test was a manual prompt asking the AI to count specific event types from a calendar export. This confirmed the AI could correctly classify events — distinguishing networking coffee meetings from team standups based on attendee count and duration, for example.

The next test added the calculation layer: progress percentages and pace comparison against quarterly targets. Both worked reliably because the inputs are structured data and the outputs are arithmetic.

Integrate

Built as a scheduled workflow that reads target definitions from a plain-text goals file, queries calendar and project management tools for actual data, calculates progress vs targets, and saves a formatted report. The key design decision: targets live in a simple goals file that the automation reads each time it runs. Changing targets for a new quarter means editing one file, not rebuilding the automation.

The report format includes a cumulative progress table, a this-week activity log, a milestone tracker, and automatically generated focus suggestions based on what's behind pace.

Compound

The target definitions compound. Each quarter, the goals file carries forward lessons about which metrics actually drive decisions. Early versions tracked too many things — the report was comprehensive but nobody acted on half the metrics. Over time, the file narrowed to the five or six KPIs that genuinely inform weekly priorities.

The automation also improves its classification rules: when a calendar event gets miscounted (a social lunch tagged as a networking meeting, for example), the classification criteria get tightened for next time. These small corrections accumulate into increasingly accurate reporting without any major redesign.

Related pages

  • agent-use-case-evaluation — This workflow passes all five points of the evaluation filter: verifiable output, step-wise process, recurring cadence, known inputs and outputs, human reviews the result
  • compound-engineering — The quarterly target refinement is a form of continuous improvement through repeated use