This tutorial shows how to design a supervised weekly review manually. The exact tools and fields available depend on the connection you select; this is a pattern to build and test, not a preconfigured report that automatically knows your metrics.
What you will build
The workflow has four stages:
- collect the latest performance signals;
- compare them with the previous period;
- draft a concise review with recommended next actions;
- pause for approval before sharing or updating another service.
Prepare the connection
Open Connections and connect the account you plan to use. Confirm that it exposes the read tools and data required for your review before building the workflow. When you attach the account to the agent, begin with reads. Add an action only if the final workflow must publish or update something.
Configure the analyst agent
Create an agent named Growth analyst. In its instructions, define:
- the metrics that matter to the project;
- how to separate an observation from a recommendation;
- the time window to compare;
- the short format the weekly review should follow.
Attach the analytics connection and select the minimum tools the agent needs.
Build the workflow
Create a workflow named Weekly growth review. Add steps to fetch the current period, fetch the comparison period, and ask the Growth analyst to summarize the change. Use the data picker rather than copying values between steps.
Add a review step before any action that shares the report or changes a connected service.
Test on demand
Run the workflow manually. In the run detail, confirm that:
- every step completed in the expected order;
- the agent used the intended time windows;
- the summary identifies what moved and why it may have moved;
- the final action waits for approval.
Adjust the agent instructions or workflow inputs until the result is consistent.
Schedule it
Set the trigger to a weekly schedule and confirm the displayed timezone. Enable the automation only after one representative manual run succeeds.
Review each run
Open Runs to inspect the step timeline. Review the draft and approve or reject the pending action. If the source data or expected report changes, return to the workflow rather than patching the output by hand.