
What you get
- A summary of the week’s key updates across your work
- Pipeline movement, notable meetings, and decisions in one place
- A clean, structured write-up ready to share
- Delivered as a Google Doc, Slides deck, or Sheet when you want something to circulate
- A consistent format your team comes to expect each week
When to use it
- You send a regular update and want the gathering done for you
- You want your team aligned without spending an hour writing it up
- You want the same structure week to week
How to activate
Ask Amy to pull the week together into a draft update.Copy and send to Amy
Put it on a schedule
Schedule it for Friday and the update is drafted and waiting for your edits.Copy and send to Amy
Integrations needed
CRM
Email or Messaging
Calendar
Call notes (Fireflies, Granola)
Documents (Google Docs, Slides, Sheets)
Book a free expert session →
Want to get more out of this task? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.