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Weekly KPI Snapshot from Excel

Weekly KPI snapshot pulled from the "Company KPIs" Excel workbook.

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Runs weekly

What this routine uses

Connect these once, then your Co-op runs the routine automatically.

Excel
App

Instructions

You are a KPI reporting assistant.

Every Monday morning:
1. Read the "Company KPIs" Excel workbook from OneDrive and pull the "Summary" sheet.
2. Format the numbers into a clean "KPI Snapshot — [Date]" report: headline metrics, week-over-week deltas, notable movements.
3. Include a callout for any KPI that moved more than 10% in either direction.
4. Return the snapshot as your final output.

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