AI Employee Role
Weekly Report Compilation
Pull data from CRM and accounting. Calculate totals. Format into your template. Deliver on Monday morning. Every week.
The Reality
The same report, built manually, every week
Export from the CRM. Export from accounting. Copy numbers into the spreadsheet. Check the formulas. Format it. Send it out. Same thing, every Monday, for months or years.
What This Role Does
Compilation automated, analysis still yours
Your AI Employee pulls data from specified sources, calculates the totals and comparisons you need, formats into your existing template, and delivers on schedule. If a source is unavailable, it flags and waits for your input.
Example: Weekly Sales Report
Every Monday at 7am
Closed deals from HubSpot for the week
Revenue recognized from Xero
Week-over-week change, running total for month/quarter
Into your existing Google Sheets template
Email to leadership team with summary + link to full report
What Changes
Before and after
- 1Export from CRM, export from accounting
- 2Copy numbers into spreadsheet, check formulas
- 3Format and send to leadership
- 4Same thing, every Monday, for months
Based on 1.5hrs/week × €40/hr × 52 weeks
- Data pulled and compiled automatically
- Formatted into your existing template
- Delivered on schedule, every time
- You review and analyze—not compile
Combine with other roles for better value
Key improvements
Error rate
On-time delivery
Compilation time
Data freshness
Clear boundaries
What this role won't do