A weekly team report assembled from the tools you already use

The problem

Writing the weekly update means asking everyone for status and copying from several tools. It takes a manager's afternoon, and the result is often late or thin.

What SI does

SI reads what changed during the week: tasks completed and overdue in the project tool, tickets opened and closed, deals moved, and notes from team channels. It drafts a report with highlights, risks, overdue items and decisions needed, in the format your team already uses.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Construction company

  The Friday report lists each job's progress, inspections passed or pending, change orders, and material delays from supplier emails.

• Digital agency

  Client projects are summarized with deliverables shipped, items waiting on clients, and hours used against budget.

• Nonprofit program team

  Volunteer hours, events held and grant deliverables due next month are rolled into the director's update.

What it takes to set up

Read access to the tools involved and an example of a good past report. Setup is often several days.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Read this week's activity in [project tool, helpdesk, CRM, channels]. Draft a weekly report in this format [example] with highlights, risks, overdue items and decisions needed. Keep it under [one page]. Pause and show me before sending, submitting, posting or changing anything.