Every rep's weekly report is written by the same team skill, from their own data

Each rep runs the sales team's weekly report skill on Teams. It reads their own deals in Salesforce and meetings in Outlook and writes the report in the agreed format, so the sales head can compare regions at a glance.

Used day to day by
  • Sales reps
  • Regional managers
  • Sales head

What the assistant uses here

Answers from your systems, within each person's access.

  • Team skill The best way to do a task, saved once and run by everyone
  • Channels Reaches people where they already talk
  • Analysis Runs the numbers as code and shows the working
  • Drafting Writes in the company's format, from its own material

How it runs with AI

The sales team agrees its weekly report once, as a skill in the company assistant. Each rep runs it on Friday. It reads that rep's own deals in Salesforce and meetings in Outlook, writes the report in the agreed format and posts it to the team's space. The sales head gets every report in the same shape, and a summary across regions.

How it is done today

Reps spend Friday afternoon writing their weekly report, each in their own way. Some list every call, some only the wins. The sales head reads reports that cannot be compared, and asks again for the same facts.

How the assistant works here

Where people ask, what it draws on, and what comes back.

Where people ask

  • Microsoft Teams, steps 1 and 4

Who asks

  • Sales reps
  • Regional managers
  • Sales head

What it draws on

Apps

  • Salesforce, steps 3 and 5
  • Outlook, step 3
  • Microsoft Word, step 4

Context

  • Report format, step 1
  • Agreed report format, step 2
  • House style, step 4

What comes back

  • A document in your format, step 4
  • A chart with its working, step 5

How a request runs

  1. Step 1, the assistant: Takes a rep's request for the weekly report on Teams

  2. Step 2, the assistant: Runs the team's report skill, with the same steps for every rep

  3. Step 3, the assistant: Reads the rep's own deals in Salesforce and meetings in Outlook

  4. Step 4, the assistant: Writes the report in the agreed format and posts it to the team's space

  5. Step 5, the assistant: Sums up every rep's report for the sales head, by region

The same flow works with the apps you use.

Who controls it

  • Access

    Each rep's report reads only that rep's own records, with their own access

  • Approvals

    A person approves before it changes anything in your systems

  • Record

    Every question, source, action and approval is recorded

This fits you if

  • Reps write a weekly report by hand
  • Deals live in a CRM such as Salesforce and meetings in Outlook
  • The sales head wants every region reported the same way

What to watch for

  • The skill reports what the CRM shows. Deals not updated there will not appear, so the report also nudges reps to keep the CRM current
  • The sales team owns the skill. A change to the format is made once and used by everyone from the next run

Read more

Talk to us about this for your company

Explore the company assistant
Book an intro