SpreadsheetsReporting

Weekly KPI recap from spreadsheets → slide summary

Pull KPIs from spreadsheets and create slide-ready summaries.

Last tested Feb 27, 2026

Access Scope

Local Folders

Your spreadsheets folder

Reports folder

Permitted Actions

read

write

rename

delete

Why these permissions? Read access to your KPI spreadsheets; write access to save the slide-ready summary to your Reports folder. Rename and delete are not needed.

Workflow Steps

Open the KPI spreadsheet

Grant read access to the spreadsheets folder.

Extract this week's KPI values

Specify which metrics matter to your team.

Identify notable trends

Cowork flags significant changes and anomalies.

Draft slide-ready summaries

Each slide: headline + 3 bullets + one hero number.

Save the summary file

Save in markdown format for easy copy-paste.

Cowork Prompt Pack

Cowork-ready

Read my KPI spreadsheet (read-only). Extract this week's values and compare to last week. List top improvements and declines.

Works best when you limit Cowork to specific folders and verify before destructive actions.

Verification Checklist

0 of 4 verified

All KPIs included

No key metrics missing from the summary

Numbers match source

Values verified against the spreadsheet

Trends clearly noted

Week-over-week changes are visible

Slide format correct

Each slide has headline + bullets + hero number

Why this workflow matters

Weekly business reviews are common in most teams, but assembling the data is tedious. You spend hours pulling numbers from spreadsheets, calculating week-over-week changes, and formatting slides. With Cowork, that entire process takes minutes. Instead of manual data entry, Cowork reads your metrics, calculates trends, and generates slide-ready summaries. The output is clean, consistent, and ready for your stakeholder meeting.

This workflow is ideal for:

• Product managers preparing weekly health dashboards for leadership
• Operations teams compiling status metrics and SLAs
• Sales leaders creating weekly pipeline and revenue summaries
• Finance teams generating quick financial snapshots before formal reporting
• Any team that needs consistent, fast weekly metric reviews

Before you start: Set up your KPI spreadsheet

This workflow works best with a structured spreadsheet. If your KPIs live in separate sheets or tools, you'll get better results if you consolidate them first or run the workflow multiple times.

Ideal spreadsheet structure:

Metric Name | This Week | Last Week | Change | Trend
Active Users | 12,450 | 12,100 | +350 | ↑
Sign-ups | 890 | 760 | +130 | ↑
Churn Rate | 2.1% | 2.3% | -0.2% | ↓ (good)
Revenue | $145k | $128k | +$17k | ↑

Cowork will extract these values and create slide headers like "12,450 active users — up 350 this week" and add context bullets for each metric.

Step-by-step: What Cowork does

1. Cowork reads your spreadsheet

You give Cowork read-only access to your metrics folder. It opens the current KPI sheet and extracts all values.

2. It calculates week-over-week changes

Cowork compares this week's numbers to last week, calculates percentage changes, and flags the largest improvements and declines. This takes seconds and eliminates manual calculation errors.

3. It generates slide-ready text

For each KPI, Cowork creates a one-slide summary: a headline with the hero number, three supporting bullets (the trend, context, and one insight), and a note on what changed. Each slide is designed to take 30 seconds to present.

4. It saves as markdown

The output is a markdown file named kpi-summary-[date].md in your Reports folder. You can copy-paste directly into your slide deck or email it to your team for a quick text-based review.

Tips for best results

Use consistent column headers: If your spreadsheet changes structure week-to-week, tell Cowork the new layout. "This week the columns are in this order..."

Include context in your KPI sheet: If you have notes like "spike due to promo" or "seasonal decline expected," Cowork can weave those into the slide summary.

Run on Friday afternoon: Get your summary ready before Monday's standup. Cowork finishes in under 2 minutes, so there's no reason to wait.

Copy the markdown to your deck: The output is formatted for easy copy-paste. Most slide tools handle markdown, so you can paste sections directly into your presentation template.

Common questions

Can Cowork pull KPIs from multiple spreadsheets?

Yes. Tell Cowork which files to read and in what order. It will consolidate all metrics into a single summary. If the files are in different formats, give Cowork clear instructions on which columns to extract.

What if my KPIs are in a tool like Tableau or Looker?

Cowork can access most tools via connector or API, but for fastest results, export your weekly data as a CSV or Excel file. This also makes it easier to version your metrics week-to-week.

Can I automate this weekly?

Yes. Use Dispatch to schedule this workflow to run every Friday at 4 PM. Cowork will email you the summary so it's ready for Monday.