Agents › Finance

Finance

Weekly Scorecard Agent

It pulls your numbers from HubSpot, Google Analytics, Search Console, Stripe and your website every Monday at 7 a.m., and posts one page to Slack. Nobody opens six dashboards before the meeting.

15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.

Arkeo AI · HubSpot Weekly Scorecard Agent
✦
HubSpotWeekly Scorecard Agent
One page, every Monday
  • ✓Pulls your numbers from five toolsMondays at 7 a.m.
  • ✓Calls out anything that moved past your set percentageeach week
  • ✓Posts a one-page summary to Slackevery Monday

The Monday meeting starts from the same page.

HubSpotGoogle AnalyticsSearch ConsoleStripeSlack

How it works

The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.

  1. HubSpot

    Pulls your numbers on Monday

    At 7 a.m. each Monday it reads your deals and leads from HubSpot, and your payments and subscriptions from Stripe.

  2. Adds your website numbers

    It pulls visits from Google Analytics, search results from Search Console, and your website's own numbers.

  3. 3

    Puts each number in context

    Each number sits next to last week and the four-week trend.

  4. 4

    Calls out what moved

    Anything that moved more than your set percentage gets called out at the top.

  5. 5

    Shows what your agents did

    It lists what each agent did and what it cost, against what it produced.

  6. Slack

    Posts one page to Slack

    A one-page summary lands in Slack, with the detail behind each number a click away.

What you get

One page, every Monday

The whole team starts the week from the same numbers.

No more six dashboards

Nobody logs in to each tool and copies numbers into a report.

The big moves up top

What changed most is called out first, so the meeting starts there.

What this looks like at your business

HubSpotWeekly report
Before
Built by hand from six dashboards
Now
Every Monday at 7 a.m.

One page, every Monday.

Designed for businesses that run a weekly meeting
Trends
Before
This week's number only
Now
With the four-week trend

Each number next to last week and the four-week trend.

Designed for businesses that run a weekly meeting
SlackBig changes
Before
Found in the meeting
Now
Called out first

Anything past your set percentage is flagged at the top.

Designed for businesses that run a weekly meeting

Built for your company

Your version, set up around how you work

No two businesses run this job the same way. Your Weekly Scorecard Agent follows your process, your rules and your software, not a template.

Your reportThe numbers you track

Leads, deals, payments, visits, or the numbers your team already talks about.

Your rulesWhat counts as a big move

A set percentage for each number, so only the real changes get called out.

Your softwareYour tools

HubSpot, Google Analytics, Search Console and Stripe today. If you sell through QuickBooks or track leads in another CRM, your version reads them there.

Your timingWhen it lands

Monday at 7 a.m., or the time and day of your own team meeting.

Day 1The call15 minutes on how your team does this job today.
Week 1We map your processThe steps, the rules, and who gets told what.
Week 2We build your versionSet up in your accounts and checked against your real work.
Day 14LiveIt runs each day, and we keep it running and up to date.

Works in the software you use

You make the key in your own accounts. Nothing to install on your computers.

HubSpotGoogle AnalyticsSearch ConsoleStripeSlack

Part of a team of agents

Agents pass work to each other, so a job keeps moving without someone on your team handing it along.

FinanceStripe + GoHighLevel Revenue Dashboard Agent

Shows monthly revenue, the sales funnel and one row per agent with what it cost, from Stripe and GoHighLevel.

Your revenue and your sales funnel, on one page that stays current.

See this agent →
MarketingMeta + Google Ads Campaign Monitor

Shows cost per lead and per trial by campaign each morning, and the change from last week.

See which ads bring real leads, not just clicks.

See this agent →
Admin & the machineAgent Performance Reviewer

Reads each agent's sessions and logs each Sunday night, and posts a watch-this list to Slack.

Your agents get a weekly review, with the top issues and one fix for each.

See this agent →

Built for

Medical services

The Weekly Scorecard Agent works next to the other agents built for medical services.

Acuity SchedulingAlayaCareAxisCareClinikoDeputyDropboxIntakeQ
See the agents for medical services →

Book a 15-minute call

Get your version of the Weekly Scorecard Agent

Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.

Step 1 of 2 · Your details

Questions about the Weekly Scorecard Agent

Is my customers' information safe?

Yes. The agent reads only the numbers it reports, in your own accounts. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.

Will it change my data?

No. It reads your numbers and posts a summary. Nothing in HubSpot or Stripe gets changed.

Can it follow the way we work?

Yes. Your version reports the numbers your team tracks, at the time of your meeting. We set that up with you after the call.

Can I turn it off?

Yes. Delete its keys in each tool and it loses access right away.

What does it cost?

You get the price on the call, along with the hours it saves your team.

Start the Monday meeting from the same page.