The Monday review starts from one page of sales, collections, stock and open issues

Every Monday morning, the AI puts last week's sales, collections, stock and open complaints on one page in Google Docs, with the reason beside each miss. The founder runs the review from it.

Used day to day by
  • Business owner
  • Department heads

How it runs with AI

Early every Monday, the AI pulls last week from Odoo, Zoho CRM and Freshdesk and compares sales and collections with target. It finds the reason behind each miss in those systems, marks stock below its reorder level and complaints past their due date, and writes one page in Google Docs. Each head checks their section before the meeting, and the review starts with the decisions.

How it is done today

Before the Monday review, the sales head exports orders from Odoo, accounts lists the overdue invoices, stores checks stock and service counts open complaints in Freshdesk. Each head brings a different sheet, made on Sunday night or Monday morning. The first hour goes on reading numbers aloud, and the deals waiting in Zoho CRM are discussed from memory.

Step by step

Where the work happens, what the AI does, and where it hands over to a person.

  1. Step 1, AI

    Pulls last week's orders, payments, stock, deals and complaints

    Needs to know: Measures in the review, Items to watch

    In Odoo , Zoho CRM , Freshdesk

  2. Step 2, AI

    Compares orders, collections and overdue amounts with their targets

    Needs to know: Weekly targets, Overdue limit

    In Odoo

  3. Step 3, AI

    Finds the reason behind each miss, and marks low stock and late complaints

    Needs to know: Reorder levels, Complaint response times

    In Odoo , Zoho CRM , Freshdesk

    Exception to step 3

    Asks the department head in a Google Docs comment when the systems do not show the reason

  4. Step 4, AI

    Writes one page in Google Docs with the reason beside each miss and a link to each source

    Needs to know: One-page layout, Owner of each section

    In Google Docs

  5. Step 5, Person

    Runs the review from the page and agrees the actions with each head

    In Google Docs

What stays with a person

  • Runs the review from the page and agrees the actions with each head

Apps in this example

  • Odoo
  • Zoho CRM
  • Freshdesk
  • Google Docs

The same flow works with the apps you use.

This fits you if

  • The founder and department heads meet every week to review the business
  • Orders, invoices and stock live in Odoo, deals in Zoho CRM and complaints in Freshdesk, or in systems like them
  • Each head prepares their own sheet for the meeting
  • Low stock and late complaints come up in the meeting after a dealer has chased them

What to watch for

  • Every number comes from Odoo, Zoho CRM and Freshdesk through fixed reports, and the page links to each source. The AI writes the words around the numbers
  • The founder and the accounts head set the targets and limits once, such as the weekly order target and the limit on long-overdue dues, and update them when plans change
  • Some reasons sit outside the systems, like a dealer's cash trouble. The department head adds them in a comment before the meeting
  • Decisions on pausing supply to a dealer, holding a batch or approving a purchase stay with the founder and the heads
  • The page shows when each Zoho CRM deal was last updated, so a stale close date is easy to spot and the sales head can correct it

Read more

Talk to us about this for your company

Explore AI agents
Book an intro