Use case
A weekly business review written for you
Every Friday, Mojobase's Friday review reads the week across the whole business and writes it up: what got done and what slipped in Tasks, new and quiet customers, sales and ad spend against last week, invoices paid and overdue, and what's coming next week. It ends with three suggested priorities you can accept as tasks in one go.
How does Mojobase write your weekly business review, step by step?
Switch on the Friday review
In Settings → AI, switch it on and pick the time, such as Friday at 3pm. It runs on Mojobase's servers for the person who switched it on, with their access.
What got done, and what slipped
Tasks completed this week by project and by person, and the ones that moved or went overdue, each with the reason it's stuck where the AI can find one.
Who's new, who's waiting, who's quiet
New people and companies found this week, conversations still owed a reply, support conversations opened and closed, and customers who've gone quiet for 30 days.
The week in numbers
Sales by channel and ad spend by platform against last week, return on ad spend, and Stripe invoices issued, paid and overdue, read through Numbers, with a line on anything unusual.
Next week, ahead of time
The meetings coming up that need preparing, and the busy days where tasks won't fit.
Three priorities, ready to accept
The review ends with up to three suggested priorities for next week. Accept them as tasks in one click, edit them, or dismiss them.
What do you say to start it?
- “Write this week's review now.”
- “What slipped this week, and why?”
- “Compare this week's sales and ad spend with the same week last month.”
- “Turn this week's review into a short update for the team.”
- “Which customers did we talk to most this week, and which have gone quiet?”
What's in a weekly business review?
Five short sections and three suggestions. This is how a Friday review reads for a seven-person ecommerce business:
| Section | Example line | From |
|---|---|---|
| Done | 23 tasks closed; the spring catalogue went to print a day early | Tasks |
| Slipped | Supplier onboarding is a week late, waiting on their signed terms since Monday | Tasks, Email |
| Customers | 11 new customers; three wholesale buyers owed a reply; Harbor Cafe quiet for 34 days | Customers |
| Numbers | Sales up 9% on last week, Shopify ahead of Amazon; Meta spend up 30% with return flat; two invoices overdue | Numbers |
| Next week | Tuesday has four meetings and two deadlines; the trade show prep needs a brief | Calendar, Tasks |
| Suggested | Chase the supplier's terms; review Meta campaigns; check in with Harbor Cafe | Tasks |
Why write a weekly review at all?
Because the week's problems are invisible day to day. A supplier that's a little late each day, ad spend creeping up while sales hold, a good customer who stopped writing: none of them makes a morning feel urgent, and all of them show up in a week's view. Most owners know they should write a review and don't, because gathering it takes an hour across five tools. Mojobase gathers it in the background.
How is the weekly review different from the morning briefing?
The morning briefing is for today: what needs you before lunch. The Friday review is for direction: what changed over the week, what keeps slipping, and what to put first next week. One clears the decks; the other points the ship. Most owners keep both switched on.
Where does the review go?
It appears on Home and stays in Settings → AI with the last few runs. Ask Quick actions (⌘K) to turn it into a document in Documents, a team update, or a draft email to a co-founder or investor, and it's written from the same review.
Questions people ask
When does the weekly review run?
Whenever you set it in Settings → AI, usually Friday afternoon. Run now writes one at any moment, and the last few reviews are kept there, so you can compare this week with the ones before.
Does the review change anything?
No. Like every scheduled run, it only reads, writes drafts and makes suggestions. Its priorities wait as suggested tasks until someone accepts them.
Can each person get a review of their own work?
Yes. A run acts for the person who switched it on, with their role and only the apps they may open, so a team member's review covers what they can see.
What if we don't sell online or run ads?
The numbers section covers what you've connected. With Stripe, Numbers reads payments and existing invoices to show who owes what; with nothing connected, the review is about the work, the customers and the week ahead. Invoices are issued in Stripe.