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Use caseops & leadership

The Monday digest, without the Sunday night.

Someone senior spends part of every weekend pasting numbers into last week's doc: pipeline from the CRM, tickets from support, spend from the ad platforms, a paragraph of 'what it means.' An agent assembles the same digest from the same sources — and you approve it before the team sees it.

// the manual version

You know this week already.

Copy-paste analytics
The numbers already live in five dashboards. The weekly job is not analysis — it's transport, done by the most expensive person in the room.
Format drift
Each author writes it differently, so trends get lost. The one week it's skipped is the week someone needed the trail.
The stale number
One pasted-from-memory figure survives three weekly reports before anyone checks the source. Now the narrative is wrong too.
// describe it

The whole build is a brief.

No canvas, no nodes. You write instructions the way you'd brief a teammate; the lines marked with a shield pause for a human before anything irreversible happens.

Example brief — illustrative, write yours in your own words
·Every Monday at 6am, pull last week's numbers: pipeline, closed-won, support volume, ad spend.
·Compare each to the prior 4-week average and flag anything that moved more than usual.
·Write the digest in our template: numbers first, then three bullets of what changed and why.
·Link every figure to its source so anyone can check it.
Before posting to #leadership, wait for my review and edits.
If a source is unreachable, say so in the draft — never fill the gap from memory.
// how it runs

Autonomous on the routine. Supervised on the rest.

What starts it
  • A Monday-morning schedule — the draft is ready before the coffee is.
  • An on-demand run for board prep or an off-cycle ask.
  • A month-end variant with the same sources, different template.
What waits for a human
  • The post itself — the digest is a draft until you approve it.
  • Missing data — the agent reports the hole rather than papering over it.
  • Any figure it computed differently than the template expects.
What the trace keeps
  • Every number's source, query, and timestamp.
  • What the agent flagged as unusual, and what you edited before posting.
  • A week-over-week archive that keeps the format — and the trend — intact.
// common questions

Will it invent numbers when a source is down?

No — that failure mode is written out of the brief and reinforced by the product. A run that can't reach a source says so in the draft, and the gap is visible in the trace. Never faking success is a core executor behavior, not a prompt suggestion.

Can it match our exact format?

The template is part of the brief — headings, order, tone, even the 'three bullets max' rule. Changing the format is an edit to the instructions, versioned like everything else.

What sources can it pull from?

CRMs, support desks, ad platforms, spreadsheets, databases — the 1,284-tool catalog plus internal APIs via OpenAPI. If a number lives behind a login, it can probably be a line in your digest.

Why gate a report that's just internal?

Because the digest is the narrative your team acts on. The gate costs you thirty seconds of review; a wrong number that ships costs a week of decisions made on it.

Hand off the weekly reporting.

Join the waitlist and describe it in a sentence — or ask about white glove and our team will build and run it with you.

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