Weekly Digest Workflow
Every Monday morning, your team gets a two-page AI summary of last week — without anyone pulling a single report. Get started — join Bodega Pass
What it does
The Weekly Digest Workflow runs on a schedule, pulls data from your analytics, CRM, and revenue sources, asks AI to summarize the week's performance in plain language, and delivers the result as a Slack message or email. Your team reads a two-page summary instead of spending an hour in spreadsheets.
The job it handles
- Triggers on a schedule (Monday morning, or any cadence you set)
- Pulls data from connected sources: web analytics, CRM pipeline, revenue metrics, or any API you connect
- Summarizes performance: what moved, what didn't, and what to watch
- Delivers the digest as a Slack message, email, or Notion doc
- Optionally flags anomalies: metrics that moved more than your defined threshold
Time saved
A weekly reporting pull — gathering numbers from analytics, CRM, and revenue tools and turning them into a summary — takes 60–90 minutes when done manually. The Weekly Digest Workflow does it automatically. Your team reads the output instead of producing it.
Platform support
- n8n — full workflow with scheduler, data pulls, AI summary, and delivery
- Make — same workflow packaged as a Make scenario, ready to import
- Zapier — scheduler trigger, data fetch, AI summarization, and Slack or email delivery
What's included
- Import-ready workflow file for n8n, Make, and Zapier
- Step-by-step setup guide with a video walkthrough
- Data source connection guides: Google Analytics, HubSpot, Stripe, and more
- Summary prompt templates — customizable to your metrics and team language
- Anomaly detection configuration — set thresholds for flagging unusual moves
Requirements
- API key from an AI provider (OpenAI or Anthropic — estimated $1–3/month at weekly cadence)
- n8n (free or cloud), Make (free tier), or Zapier (Starter plan or higher)
- API access to your data sources (most analytics and CRM platforms provide free API access)
Common questions
- What data sources does the Weekly Digest Workflow support?
- Out of the box: Google Analytics, HubSpot, Pipedrive, Stripe, and any source with an n8n, Make, or Zapier connector. If you have a custom data source with an API, the guide shows how to connect it.
- Can I customize what the AI summary focuses on?
- Yes. The summary prompt templates are fully customizable — you tell the AI which metrics matter to your team, what language to use, and how to frame week-over-week changes. The guide walks through customization step by step.
- Can this run daily or monthly instead of weekly?
- Yes. The schedule trigger is fully configurable — daily standups, weekly reviews, and monthly rollups all use the same workflow with a different cadence setting.
- Does the digest go to one person or the whole team?
- You configure the delivery list. Slack delivery can go to a channel or a DM. Email delivery supports a list of addresses. The setup guide covers both configurations.
Join Bodega Pass for access to the Weekly Digest Workflow and every other automation, agent, and playbook in the store.