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End of Week Retrospective

ClarifyClarify

Emails you a reflective recap of your week every Friday afternoon, so you can step back and see how things actually moved without piecing it together yourself.

It looks back over the trailing seven days, which means it produces a full recap the moment you enable it rather than waiting a week to fill up. The recap leads with the headline numbers (deals won, deals lost with the reason when one is recorded, and notable pipeline movement like stage changes and new deals), then follows with a short narrative and two or three key learnings or themes drawn from the week’s call notes. Everything stays grounded in your actual data, so it will not invent trends from a thin sample.

This is your own personal retrospective, focused on your week and kept distinct from any leadership-facing pipeline report.

Use Template
Tools
Google Workspace
Tags
reportingweeklyretrospective

Triggers

  • Fires at the end of every week

Capabilities

  • Summarizes wins, losses, and pipeline movement
  • Pulls themes from the week’s calls
  • A single Friday email

FAQ

It sends you a single Friday email recapping your wins, losses, and pipeline movement, along with the themes it pulls from the week's calls. It runs inside your Clarify workspace using your existing permissions.

It connects to Google Workspace to deliver the recap as a Friday email.

Yes. You can edit the agent's instructions to adjust what it summarizes, and since it's enabled in-product you can add it to your workspace with the Use Template button.

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Created byClarifyClarify