Weekly Report AI workflow template: A weekly report every number traces back.

The Weekly Report template makes your AI produce a status report in four steps: gather the week's inputs, draft a report a stakeholder can read in under a minute, review it so every claim traces to an input, then publish. You approve before it goes out. Reject it and it returns to Draft.

4 steps · 1 approval · 1 loop back

Weekly Report · example runyour AI client
  1. 01Gather
  2. 02Draft
  3. 03Reviewyou approve
  4. 04Publishclosing note
task created · workflow attached

example · the steps are this template's real steps

in short

What does the Weekly Report template do?

For managers and operators who write the same status update every week from scattered notes and task updates.

It is a stored workflow, not a prompt. Your AI client receives one step at a time from ConvOps over MCP, does the work, and advances. The engine holds the run at the approval until a person says yes.

  • Write a weekly team status report from scattered updates
  • Turn the week's notes into a clear progress update for stakeholders
  • Draft a recurring project report with wins, blockers, and next steps
step by step

How does the Weekly Report workflow run?

4 steps, in this order. Below each one is the instruction your AI receives at that step, exactly as the template stores it.

Gather
Draft
Reviewapproval
Publishclosing note
  1. 01

    Gather

    the agent works

    Collect the inputs for this report before drafting.

    Record:

    • The reporting period and the audience for the report
    • What got done this week: completed work, shipped items, results
    • In-progress work and where it stands
    • Blockers and risks
    • Any metrics or numbers to include
    • What is planned for next week

    Pull from notes, task updates, or the operator's recollection. If a key area is empty, ask before assuming nothing happened.

    Save the gathered inputs as a task note with task_notes_add. The next step (Draft) reads this note.

  2. 02

    Draft

    the agent works

    Read the task notes with task_notes_list: the note from the Gather step contains the week's inputs. Work from it.

    Write the report. What good looks like:

    • A one- or two-line headline summary of the week
    • Wins and completed work
    • In-progress work with status
    • Blockers and risks, with what is needed to clear them
    • Metrics, if any, with plain context
    • Next week's plan

    Keep it scannable: a stakeholder should grasp the state in under a minute. State numbers plainly; do not inflate.

    Save the full report draft as a task note with task_notes_add. The Review step reads this note.

  3. 03

    Review

    waits for your approval

    Read the task notes with task_notes_list: the Draft note holds the report and the Gather note holds the source inputs. Work from them.

    Review the report:

    • Every claim and number traces back to a gathered input
    • Blockers are stated honestly, not buried
    • The summary matches the body
    • Nothing important from the inputs was dropped

    Ask the operator to approve the report for publishing. This is a checkpoint: once published it informs decisions, so the AI cannot advance until you approve. If you reject, the workflow returns to Draft.

    rejected → back to Draft

  4. 04

    Publish

    closes with a note

    Read the task notes with task_notes_list: the Review note holds the approved report. Work from it.

    Publish the report to its audience: the channel, doc, or email the team uses. Save the published report as a task note with task_notes_add so the record of what was sent stays on file, then close out the task.

where a person decides

Where do you approve in Weekly Report?

One step waits for a person. You answer in the chat; the engine records the verdict and the audit row records who gave it.

step 3

Review

Once published, the report informs decisions. Your AI checks every number against the gathered inputs and that blockers are stated honestly, then you approve or send it back to Draft.

what you review

  • Every claim and number traces back to a gathered input
  • Blockers are stated honestly, not buried
  • The summary matches the body
  • Nothing important from the inputs was dropped

reject → back to Draft

gates the engine checks without you

  • Publish closes only when your AI leaves a closing note. The note is saved to the task as context, so later work can find why it ended the way it did.
what you need

What do you need to run Weekly Report?

Read from the template's own steps: the tools they call, the files they write, and whether they touch code.

An AI client
Claude Code, Claude (desktop, web, Cowork), OpenAI Codex, ChatGPT, Cursor, OpenCode, or any MCP client. ConvOps does not run the model; your client does the work.
ConvOps
A workspace with Weekly Report installed. It attaches to the task task type, so new work of that type starts on it.
Tools your AI calls
workflow_advance to move between steps, plus task_notes_add and task_notes_list to save and read each step's output.
Where the work lands
Task notes in ConvOps. Each step saves its output with task_notes_add, and the next step reads it back.
A repository
No. A plain chat client is enough.
Roles named in steps
None. One AI runs every step.
make it yours

How do you customize Weekly Report?

An installed template is a workflow in your workspace. Ask your AI to change it in plain words; the edit lands on the one step that needs it.

ChatGPTexample

new chat

more example prompts

  • "In Gather, always pull the tasks completed in our workspace this week."
  • "Add a section to Draft: decisions needed from leadership."
  • "Schedule this workflow every Friday at 3 pm."
the difference

Weekly Report: without a workflow vs with it

  • The weekly report becomes a last-minute scramble that leaves out the blocker that mattered
  • The update ships with a number that was never checked and a claim nobody verified
  • Each week the report looks different and readers cannot find what they need
  • Last month's reports are scattered across chats and nobody can trace what was claimed when
  • The process lives in a prompt, and each run follows it a little differently
questions

Weekly Report template FAQ

Where does the report get its numbers?

From the Gather step: completed work, in-progress work, blockers, metrics and next week's plan, pulled from notes, task updates or your own account. If a key area is empty, the AI asks before assuming nothing happened.

What does the review check?

That every claim and number traces back to a gathered input, blockers are not buried, the summary matches the body and nothing important was dropped.

Can the report run every week on its own?

ConvOps can schedule recurring work with a repeat rule, so a weekly report task can start every Friday. The Review approval still waits for you before anything is published.

Which AI clients can run the Weekly Report template?

Any MCP client connected to ConvOps. Verified clients: Claude Code, Claude (desktop, web, Cowork), OpenAI Codex, ChatGPT, Cursor, OpenCode. It needs no repository, so a plain chat client works.