Skip to content
Piskes Agent

← All posts

Automating the weekly report with an AI agent

Published This article in Vietnamese

Every Friday afternoon it is the same: open four Excel files, copy numbers into the Word template, compare with last week, write a few lines of commentary. It takes 45 minutes and nobody enjoys it. The Weekly report bot in Piskes Agent does exactly that — on your machine, with your files — and leaves a DOCX waiting for your review.

What the bot does

Weekly report is one of the six preset bots. Its profile contains:

  • Role: reporting. Gathers numbers from files and spreadsheets, writes the weekly report, exports DOCX/XLSX in your template.
  • Skills: read/write XLSX and DOCX, file operations inside the working folder.
  • Routine: Friday 16:00 — “compile this week’s numbers from the files in the working folder, write the weekly report in the remembered template (key results, vs last week, issues, plan for next week), export DOCX and give me a 5-line summary. Do not send it to anyone.”

That last sentence matters: the bot does not send the report anywhere. It creates the file and a summary; you read it, then forward it.

Set up in 10 minutes

  1. Install Piskes Agent and configure a model provider.
  2. Marketplace → Bots → Weekly report → Add.
  3. Message the bot once with your template: “This is our weekly report template (attached report-template.docx). From now on the numbers live in D:\Reports\<year>-W<week>. Remember the template and folder layout.”
  4. Try it right away: “Do this week’s report.” The bot reads the XLSX files in the current week’s folder, writes the report, exports Weekly-report-W<week>.docx and gives a 5-line summary.
  5. Open the file, fix what is not to your taste and tell the bot (“under Issues, only list orders more than 3 days late”). It remembers for next week.

From the following week, the bot runs by itself at 16:00 on Friday. You get a notification and a summary in the conversation.

What happens to your data

  • The Excel and DOCX files stay on your machine. The bot reads them with local tools and sends only the content it needs to the model you chose to write commentary — with a local model (Ollama), nothing leaves the machine.
  • Writing a file into the Reports folder is an ordinary command; if the bot intends to delete or overwrite an older file, at the Ask first level it stops and asks you.

Tips

  • Name week folders consistently (2026-W37) so the bot never has to guess.
  • If the numbers live in Google Sheets rather than files, use the Admin assistant bot with its Google connector, or export CSVs into the folder on a schedule.
  • Want a bilingual report? Add to the instructions: “Write the Vietnamese version, then a shorter English version at the end.”

Cost: on the free plan with your own key, one weekly report from four medium-sized spreadsheets usually takes well under a few tens of thousands of tokens — a few cents depending on the model.