Weekly executive review from BigQuery, published in Notion

By General Input

Every Monday morning, turn last week's revenue, churn, and top-account moves into a written exec briefing in Notion and email the team a teaser.

Integrations

  • Google BigQuery
  • Notion
  • Gmail

Type

Agentic Task

Categories

  • Operations
  • Finance

Every Monday at 7am, run a synchronous SQL query in Google BigQuery that returns last week's business rollups against the prior week: revenue by product line, new customer count, churn count, the top ten accounts by expansion, and the top ten accounts by usage drop. Point the query at the datasets in the user's BigQuery project that hold customer, revenue, and account usage data, and compute both the current week and the week before so you can talk about deltas rather than absolute numbers alone.

Turn the raw rows into a written weekly executive report with three sections: Wins, Concerns, and Watch List. Write in commit-quality prose — clear, specific, and confident, not dashboard-speak. In each section, name the specific accounts driving each movement: the top expansion accounts under Wins, the biggest churn contributors and revenue softness under Concerns, and the largest usage drops under Watch List. Explain what changed and why it matters instead of restating the numbers.

Publish the report as a new page inside the Notion database called "Weekly Business Review". Title the page "Weekly Business Review — week of {Monday date}" where the date is the Monday that opens the week being reviewed. Put a short numbers block at the top (revenue, new customers, churn, expansion versus the prior week) and format each of the three narrative sections as its own heading with prose underneath.

Then send an email through Gmail to the exec distribution list. Keep the email itself short: a two-paragraph teaser that names the single most important win and the single biggest concern, followed by a link to the Notion page. Use the subject line "Weekly Business Review — week of {Monday date}".

If last week's data is missing or clearly incomplete for any of the metrics, say so explicitly in the report rather than reporting zeros. Before the first run, ask the user for the specific BigQuery table names to query, the ID of the Weekly Business Review Notion database, and the email address of the exec distribution list.

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