Status report

Builds the status from tools you already use, once you have approved the template. It does not invent a new dashboard.

Needs: The tools you already use, the report layout you approved, and how often it should run.
Delivers: A status note to a named inbox or channel.
You stay in charge: You set the template. Then it can run.

Used for

Monday: pipeline, overdue, tickets
The same three numbers every week. The worker fills the template from tools you already pay for. It does not add a fourth dashboard.
Numbers from tools you have
CRM, invoicing, the ticket box. The worker copies what those tools already show. New metrics wait for a template change from you.
The same layout every week
The board is not surprised by a new shape. The worker stays inside the approved page. You change the template when the work changes.
A number you do not trust
One field looks wrong. The worker leaves it out or flags it, as you set. A person says when it may go back in.

The operator who currently copies numbers into the same weekly note. The person who still builds Monday’s status from three tools by hand.

It does not invent a new dashboard. You set the template first. A number you do not trust stays out until a person says otherwise.