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AI agent for founders

Weekly Business Metrics Review Agent

A weekly review the team can trust, with disagreements explained.

Weekly Business Metrics Review Agent: what goes in, what the agent does and what you get

What it does

Billing says $41,000 in revenue, the analytics tool says 38,200 and the CRM shows 44,000, so the weekly meeting argues about numbers. This agent pulls figures from billing, analytics and CRM, reconciles them and flags numbers that disagree. It finds likely causes, such as refunds or timing, and writes the weekly review. It reruns after fixes. It keeps a record of why numbers differed in the past, such as timing or duplicates, so the same cause is spotted faster next week. Each review lists three things: what changed, why it changed and what to watch next. Edge case: a refund processed on Sunday appears in billing but not yet in the CRM, so the agent notes the timing. The founder approves what goes to the team.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Weekly review begins 2 USES A TOOL Pull figures from billing, analytics and CRM 3 DOES Reconcile each metric to its definition 4 CHECKS THE RESULT Do the sources agree within 2%? If not: find the cause such as timing, refunds orduplicates and adjust. Back to step 3. 5 USES A TOOL Rerun the figures after corrections 6 CHECKS THE RESULT Are remaining gaps explained? If not: list unexplained differences for the founder.Back to step 3. 7 DOES Compare with last week and flag changes 8 DOES Write the weekly review 9 YOU APPROVE Founder approves what goes to the team 10 RESULT Weekly metrics review
Read the steps as a list
  1. Weekly review begins
  2. Pull figures from billing, analytics and CRM
  3. Reconcile each metric to its definition
  4. Do the sources agree within 2%?If not: find the cause such as timing, refunds or duplicates and adjust. Back to step 3.
  5. Rerun the figures after corrections
  6. Are remaining gaps explained?If not: list unexplained differences for the founder. Back to step 3.
  7. Compare with last week and flag changes
  8. Write the weekly review
  9. Founder approves what goes to the teamThe agent waits here for your OK.
  10. Weekly metrics review

How it decides

It uses billing as the source of truth for money and flags any metric that differs across tools by more than the set limit.

  • Billing is the source for revenue.
  • Flag differences over 2% between tools.
  • Explain every change over 10%.
  • State assumptions in a notes line.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Metrics included
  • Tolerance (default 2%)
  • Source of truth
  • Review day
  • Format

What keeps you in control

It always asks you first

  • The review before it goes to the team

Hard limits

  • Do not change source data.
  • Do not share the review outside the team.

It stops when

  • Done: numbers reconciled and the review approved
  • Stop: a source is unavailable, so the agent notes the gap

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensBilling shows $41,000, analytics $38,200 and the CRM $44,000. The agent finds the CRM includes two unpaid invoices and analytics misses 4 orders from a tag error. After corrections, billing and CRM match and analytics differs by $400. The agent notes it as unexplained. The founder approves the review.

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