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Halcyon agent
Weekly reporting
The Monday report, written before Monday starts.
6
sources in one report, ready at 07:00
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Scope
What it handles. What it leaves alone.
Pulls the numbers from your CRM, billing and support tools every Monday at 07:00, writes the weekly report in plain sentences and points out what changed. Your team edits the commentary, not the spreadsheet.
What it handles
- Weekly KPI reports in Notion, Confluence or email
- Short notes on anything that moved more than the threshold you set
- Board pack drafts with every figure linked to its source
- One digest per team in Slack or Teams
- The same numbers every week, from the same queries
What it leaves alone
Forecasts, targets and any number that goes to investors. The agent reports what happened. People decide what it means.
Everything on this list goes to a named person, with the context attached. The agent does not guess.
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Example run
One real run, start to finish.
Every run is logged like this: what the agent read, what it did and who approved it. Times come from a customer workspace, names are changed.
Connects to
- 07:00 The run starts on schedule and pulls last week's data from HubSpot, Stripe and Zendesk.
- 07:02 It checks the totals against the week before: new revenue up 12%, ticket volume down 9%.
- 07:03 It writes the report in Notion with a three-line summary on top and a source link next to every figure.
- 07:04 It notes one anomaly: refunds doubled on Thursday, all for one product. It does not guess why.
- 08:15 The operations lead adds two sentences of commentary and shares it. The run is logged.
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In production
Teams running this agent today.
Each story starts with a week of looking at where the hours actually went. Numbers are before and after go-live.
Logistics
Northpoint Logistics
9 hours a day
35 minutes
Delivery exceptions sorted before the morning call
A 40-person freight forwarder used to start every day with nine hours of carrier exceptions spread across three people. Now the support triage agent reads them overnight.
Finance
Ledgerline
6-day close
2 days
Month-end close cut from six days to two
A 120-person payments company matched 4,000 supplier invoices a month by hand. The finance ops agent now does the matching and sends only the mismatches to a controller.
Services
Calder & Webb
4 hours on Monday
15 minutes
The Monday report writes itself
A 12-person accounting firm spent every Monday morning building one report from six sources. The weekly reporting agent now has it ready at 07:00.
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Book a demo
See this agent on your own queue.
Tell us where it would work and what it should never touch. We reply within one working day with two times for a call.
A reply within one working day
From a person, with two times for a call.
A 30-minute call about one workflow
We look at it together and say plainly whether an agent can take it.