SMART Workflow • Sense → Map → Act → Report → Tune
Weekly Status Reports
Structured weekly reporting across all four strategic pillars. AI-assisted data aggregation flows from person to pillar to company view.
Week 11 — 2026
Mar 9 – Mar 15, 2026
Draft
Data Sources
Company Summary
Key Decisions & Blockers
Click a row to preview pillar details inline. Double-click to open the full report.
| Week | Date Range | Status | Summary | Author | Created |
|---|---|---|---|---|---|
| Loading... | |||||
Select a pillar to see its weekly status history.
AI-Assisted Report Generation
The SMART workflow (Sense → Map → Act → Report → Tune) automates weekly status collection across the platform. Here's how it works:
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S
Sense — Pull live data from Mercury (cash position), HubSpot (pipeline, contacts), Calendar (meetings held), Gmail (communication volume), and platform events (overrides, reports, feedback).
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M
Map — Classify data by pillar. Route financial metrics to CEO, operational metrics to COO, pipeline data to CRO, and platform/security data to CTO.
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A
Act — Generate draft status report with highlights, blockers, and next-week priorities per pillar. Flag anomalies and suggested actions.
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R
Report — CTO reviews, edits, and finalizes. Report becomes the company-level view for advisors, board, and stakeholders.
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T
Tune — Over time, the system learns which metrics matter most, which pillars need more detail, and what the ideal report length/depth is.
Data Sources Connected
✓ Platform Events
✓ Security Events
✓ AI Insights Engine
✓ Reports Module
✓ Feedback Module
○ Mercury Balance (Phase 2)
○ HubSpot Pipeline (Phase 2)
○ Gmail Analytics (Phase 2)
○ Calendar Metrics (Phase 2)