Report workflow

Weekly founder digest

A Monday brief that pulls the week together before the first meeting: sales, ad performance, inventory risk, open decisions, and what changed since last week.

Trigger

Schedule · every Monday at 8:00 AM

The problem

Most small teams know the answers exist across Shopify, ad accounts, spreadsheets, notes, and PDFs — but nobody has time to pull them into one grounded brief every Monday.

What Clearfraim hosts

Clearfraim hosts a weekly digest workflow that reads from your context layer, reasons over the latest business changes, and delivers one useful brief on schedule.

Context retrieved

  • Shopify orders, products, and customer trends
  • Meta / Google campaign performance
  • Inventory thresholds, supplier notes, and upcoming launches
  • Last week's digest, project brief, and recent decisions

Output

  • Three to five issues worth watching this week
  • A short explanation of what changed and why it matters
  • A dashboard card and email or Slack delivery

Approvals and visibility

  • Usually auto-send for internal reports
  • Can write back decisions and follow-ups into the context layer

Best fit

  • Founders
  • COOs
  • Ops leads
  • Small consumer brands