Document AI & Extractionfree

Weekly Business Metrics Report

by Mychel GarzonUpdated Aug 2026

Requires

Google SheetsAnthropic

SendGridSlack

1/5

FLOWS

STEPS · 10

Runs on a schedule

On a weekly schedule, pulls metrics from Google Sheets, summarizes them with Claude, and sends the report via SendGrid and Slack.

Summarize Zoom Meetings and Create Tasks with Claude, ClickUp, Calendar, Slack, and Sheets

On a schedule, summarizes Zoom meetings with Claude, then emails notes via Gmail, posts to Slack, creates Google Calendar events, and logs to Sheets.

On a new Gmail email, extracts PDF report data, classifies it with OpenAI, then routes records to Google Sheets and alerts Slack.

On a schedule, pulls Google Ads metrics, logs them to Google Sheets, and sends alerts via Slack and email.