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The fastest way to hand off the weekly report a manager or team lead used to build by hand. 30–40 minutes to a working automation.

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What you get

Every Monday at 09:00, your #c-sales-weekly channel receives:
  • 5-slide PPTX — cover + summary + 4 chart slides
  • Excel data — raw numbers behind the charts
  • Slack message — 8-sentence summary of key changes + citation
Managers use this as their leadership-meeting deck as-is. Saves 4 hours per week.

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30-minute setup

1

1. Identify data locations (3 min)

Confirm where the data for the report lives.
DataWhereConnection
Weekly revenueDouzoneConnector required
Account listApp Pack accountsAuto
Open quotesCafe24 / internal CRMConnector or OpenAPI
Scattered data is fine — Teeem AI gathers it. Each system needs to be connected once. See Connectors.
Most common stuck point: “I don’t know where the data is.” Ask the manager: “Which system did you open last week?” Those are the answers.
2

2. Upload the report template to KB (5 min)

If the company already uses a PPTX template, upload it. Skip if not.
  • Admin console → Knowledge Base → Upload
  • Filename: weekly-sales-report-template.pptx
  • Department: Sales (or relevant)
  • Sensitivity: internal
  • Tags: template, weekly, sales
Teeem AI follows the template’s slide master, fonts, and colours.
3

3. First manual run to validate (5 min)

Before turning on the schedule, run it once manually.In web chat or Slack:
@Teeem Build last week's (2026-04-21~04-27) revenue report.
- 4-week trend line chart
- Top 10 accounts bar chart
- Flag accounts moving more than 5% week-over-week
- Use the company template (KB: weekly-sales-report-template.pptx)
- 5 slides
Verify:
  • Numbers match what other systems show
  • Account names render correctly
  • Template / fonts match company standard
  • No PII leaks into visible content unintentionally
Refine in the same chat — “use short names for accounts”, “show 12 weeks instead” — natural language tweaks.
4

4. Register the scheduled job (5 min)

Once happy with the manual run, register it as a schedule.Admin console → Scheduled jobs → New:
FieldValue
NameWeekly revenue report
Cron0 9 * * 1 (Mondays 09:00)
TimezoneAsia/Seoul
Channel#c-sales-weekly
Prompt(the prompt from step 3, “last week” auto-resolves)
Active✓
5

5. Set up the destination channel (3 min)

Invite the bot and recipients to #c-sales-weekly.
/invite @Teeem
/invite @sales_director @ceo @cfo
6

6. Monitor first auto-run (10 min, next Monday)

On the first scheduled Monday at 09:00, check directly:
  • Posted on time
  • Numbers accurate (vs the manual run)
  • Citations rendered
  • Template applied
If something’s off:
  • Missing data → check connector status
  • Template mismatch → re-check the KB template file
  • Permission denied → confirm bot is a channel member with data access

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Variants — daily / monthly

Same pattern, different cadence.
CadenceCronWhat changes
Daily 07:00 (weekdays)0 7 * * 1-5Yesterday’s data, single-page digest, CEO DM
Last business day 18:00(custom)Month total, 12-slide PPT, exec review
Quarter end(custom)Quarter total + YoY, 50-slide IR pack
See Scheduled intelligence for full patterns.

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Common gotchas

Time references are relative — “last week” resolves at run time. To freeze the data definition across weeks, give an explicit range (e.g. “Monday through Sunday”).
Add length constraints in the prompt — “8 sentences”, “3 charts max”. Teeem AI honours them.
Tighten the destination channel ACL. Restrict #c-sales-weekly to managers + executives. ABAC data classes provide an additional layer.
Check the Slack workspace’s file upload permissions. The bot token needs files:write.

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Next

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