Modules · Module 11 of 12

Reports & automation. The rhythm runs itself.

Daily and weekly reports, dashboards, the team's focus, and recurring jobs scheduled in your own harness, not on our cron.

11 commands

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

  • schedule my morning brief every weekday

    The briefing as a recurring job in Claude Code, a cron entry or a Codex automation.

  • daily report

    What happened today, by person and account.

  • prepare the weekly focushow is the team doing?

    The weekly brief per person and a check on last week's focus.

  • weekly review

    Acquisition, sales and project tracks reviewed, next week's focus accepted.

  • funnel dashboards

    State and action dashboards for each stage of the funnel.

  • KPI report

    KPIs, funnel analysis and the weekly performance report.

  • AI tasks

    Requests the team left in chat, queued and processed.

  • build an agent for this

    A repeated job turned into an agent you create, run and maintain.

  • clean up drive for Acme

    Duplicates out, final versions only, in the account's folder.

  • screen read Excel

    Reads or does something in a desktop app that has no connector.

What it needs

Nothing new to install. These are tools your agent already has or connects once; the commands use them on your side, never ours.

  • Local database10 of 10 commands

    Where your records live when you have no CRM: a SQLite file on your machine that your agent creates.

  • CRM connector1 of 10 commands

    HubSpot, Pipedrive, ClickUp or Salesforce through your agent's own connector. Without one, the local database stands in.

  • Mail5 of 10 commands

    Gmail or Outlook, connected in your agent. Drafts wait there until you say send.

  • Calendar1 of 10 commands

    Your Google or Microsoft calendar: meetings, free slots and the day's agenda.

  • LinkedIn provider2 of 10 commands

    Your own LinkedIn account through your own Unipile key, at a human pace.

Also used

  • Scheduled runs4
  • Drive3
  • Task tool2
  • Ads platform1
  • Campaign sender1
  • Team chat1
  • Document export1
  • Web search1

One install. All twelve modules.

Paste one line into your agent, sign in by email and say “set me up”. The sentences on this page work from then on, in English or Slovenian.

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