Pain points
- Weekly reports are assembled manually
- Teams argue from different numbers
- Small changes are noticed too late
- Source systems never tell one clear story
Monday Brief
Monday Brief for SMB leaders
A fixed-price 7-business-day reporting automation that sends the numbers your team needs every Monday at 07:00, written in plain language.
Target customer
Founders, SMB leaders, and team leads who need a reliable weekly readout without exporting CRM, finance, marketing, and spreadsheet data by hand.
Pricing indication
12,500 SEK ex VAT
Fixed setup fee for the first weekly brief. Monitoring and extra data sources can move into a monthly Managed Automation tier.
What Max can build
- Fortnox or finance summary
- CRM pipeline and lead movement
- GA or campaign deltas
- Spreadsheet operational KPIs
- Slack or inbox delivery
Deliverables
- Metric source map
- Scheduled Monday 07:00 brief
- Week-over-week change logic
- Plain-language summary
- Runbook and tuning notes
Process
- Choose 3-6 recurring numbers
- Connect source systems
- Build the Monday 07:00 brief
- Review first delivery and tune wording
FAQ
- Start with 3-6 numbers people already ask for every week: sales pipeline, new leads, revenue, unpaid invoices, traffic, conversion, support load, or operational backlog.
- The default is email or Slack. Teams, Google Chat, or a shared document can work if the integration path is reliable.
- Yes. The brief creates the source-system plumbing first; dashboards and deeper automation are easier once the recurring data pull is stable.
- You choose. Managed Automation runs on VasthavM infrastructure with monitoring and monthly support. Owned Handover deploys into your environment with documentation so your team operates it.
- n8n is best when ownership, self-hosting, and control matter. Make is strong for fast cloud workflows. Zapier is useful for simple automations but often becomes limiting or expensive at scale.
- The audit identifies personal data, processors, access patterns, retention, and model-provider choices before build. Sensitive flows get least-privilege access and human approval where needed.
- Do not use an agent when deterministic rules are enough, the data is too poor to evaluate, the action is high risk without approval, or nobody can own the process after launch.
Which numbers should go into the brief?+
Where can the brief be delivered?+
Can this become a dashboard later?+
Do we own the workflows?+
n8n vs Make vs Zapier?+
How is GDPR and security handled?+
When should we not use an AI agent?+
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