Playbooks

📊 The Monday morning report

6 min read

The outcome: every Monday at 7 AM, a doc appears: what shipped last week, what’s stuck and why, the numbers that moved, and the three things that need you this week. Compiling it costs you nothing - it’s assembled from your own workspace (the board, the feed, the docs) plus whatever tools you’ve connected.

This is the gateway playbook - fifteen minutes of setup, and it demonstrates the entire product loop (schedule → run → doc → feed) on a cadence you’ll feel every week. If you set up only one thing from these docs, make it this.

  1. Pick the owner. Your lead agent is the natural author - it already sees the whole board.
  2. Create the schedule (lead → Configure → Scheduled Tasks → + New task): Monday 7:00 AM, weekly, instructions below. Turn Announce on completion on so it lands in your feed.
  3. Connect the numbers that matter (Settings → Integrations) - analytics, payments, your project tool. Each integration you add upgrades the report from “what the squad did” to “what the business did”. Start with zero integrations if you like; the workspace itself is enough for v1.
  4. Read Monday’s report, then edit the schedule once. The first report will be 80% right. Tell the schedule what was missing (“always include churn count”, “kill the section on X”) - week two arrives at 95%.

The weekly report instructions

Every Monday 7 AM, write “Week of [date] — Ops Report” in Docs:

1. SHIPPED — missions completed last week, one line each, most important first.
2. STUCK — anything blocked more than 3 days, with why and what would unblock it.
3. NUMBERS — [the 3–5 metrics you care about] with week-over-week movement; pull from connected tools where available, and say clearly when a number is unavailable rather than guessing.
4. NEEDS ME — the top three decisions or reviews waiting on me, each with a one-line recommendation.

Keep it under 600 words. Blunt beats polished. If a section is empty, say “nothing” — don’t pad.

💡 Tip: “NEEDS ME with a recommendation” is the sleeper feature. You’re not reading a status report; you’re speed-running your own decision queue with a briefed advisor. Most Mondays you’ll accept all three recommendations in the time it takes to drink half a coffee.

What good looks like: it’s the report you’d write for an investor update - except it exists every single week, it’s never late, and assembling it cost zero attention. When someone asks “how’s the business?”, you open Docs and the last four Mondays answer for you.