Weekly sales reports written by an agent
Before the weekly meeting, an agent writes last week’s report
A sales organization where several reps split the deals set up a flow so that last week’s report is already on the team record and in Slack before the Monday meeting, without the manager collecting numbers.
The problem
- 01
Monday mornings spent counting
The manager paged through deal lists and calendars to count last week, leaving no time to prepare what the meeting should discuss.
- 02
Overdue work surfaces in the meeting
Overdue tasks first came up when a rep mentioned them in the meeting, so fixing them slipped by a week.
- 03
Last week is gone after the meeting
Reports ended on a meeting screen or in chat, leaving nothing to compare against a few weeks back.
How Trackit solves it
- 1
Set the report items and time once
The manager sets a recurring schedule trigger for 8 a.m. every Monday and writes what the report should cover into the agent instructions. That is all a person does. From then on the workflow starts on its own at that time each week.
- 2
An agent reads last week and sums it up
A custom agent looks up deals created last week, the current stage of deals that moved last week, meeting and call interactions, and overdue tasks. It answers with numbers for the fields the team chose (new deals, meetings and calls, overdue tasks) and a written summary. The agent only reads and never changes data itself.
- 3
Reports stack up on the team record, and Slack gets the alert
An update-record block changes this week’s numbers on the team record, and a create-note block saves the report to that record as a note. A Slack block then posts the report link to #sales. Past reports stack up on the same timeline week by week, so a few weeks back is one scroll away.
- TriggerRecurring scheduleStarts every Monday at 8 a.m.
- AICustom agentReads last week’s deals, meetings and tasks and sums them up.
- ActionUpdate recordChanges this week’s numbers on the team record.
- ResultCreate noteSaves the weekly report to the team record.
- ResultSlack messagePosts the report link to #sales.
Jiwon Kim
What changed
Before Trackit
With Trackit
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