> ## Documentation Index
> Fetch the complete documentation index at: https://fromhazel.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Automated Weekly Business Reviews

> Weekly reviews summarize revenue, marketing, support, and anomalies automatically. Delivered to Slack or email every Monday — no manual pulling.

## Your business, summarized every week

A weekly review covers what happened, what changed, and what needs your attention. Think of it as a weekly all-hands briefing, written by someone who's looked at every number.

## How to set one up

The easiest way to get a weekly review is to turn it into a [scheduled report](/docs/features/scheduled-reports):

<Steps>
  <Step title="Ask for a business review">
    Start a thread and ask: "Give me a complete business review for last week. Cover revenue, orders, marketing spend, ROAS, and any anomalies. Compare everything to the week before."
  </Step>

  <Step title="Get the format right">
    Review the answer and ask follow-ups until it covers exactly what you want — extra sections, different breakdowns, specific metrics for your team.
  </Step>

  <Step title="Turn it into a scheduled report">
    Tell Hazel "Turn this into a scheduled report every Monday at 8 AM, delivered to #leadership in Slack." Hazel will walk you through the rest of the setup.
  </Step>
</Steps>

From then on, the review lands automatically — same prompt, fresh data, every week.

## What's included

Each weekly review covers the key areas of your business:

<Columns cols={2}>
  <Card title="Revenue and orders" icon="dollar-sign">
    Total revenue, order count, average order value, and how they compare to last week
  </Card>

  <Card title="Marketing performance" icon="megaphone">
    Ad spend, ROAS (return on ad spend), CPA (cost per acquisition), and top-performing campaigns across channels
  </Card>

  <Card title="Support metrics" icon="headset">
    Ticket volume, first response time, resolution rate, and CSAT trends
  </Card>

  <Card title="Anomalies and watchlist" icon="alert-triangle">
    Anything unusual — unexpected drops, spikes, or patterns that need your attention
  </Card>
</Columns>

Every metric includes a week-over-week comparison so you can see trends at a glance.

## How to customize

Your weekly review should focus on what matters most to you. Use [Memory](/docs/features/memory) to tell Hazel your priorities.

For example:

* "In my weekly review, always lead with email revenue and subscriber growth."
* "I want to see our top 5 products by units sold in every weekly review."
* "Include a section on retention rate and repeat purchase rate."

Each team member can customize their own view using User Memory, so your VP of Marketing and your CX lead can each get a review tailored to their role.

<Tip>
  You can also ask Hazel for an ad-hoc business review anytime: "Give me a business review for last week." This is great for catch-ups after time off or quick check-ins mid-week.
</Tip>

***

**Next up:** Learn how [Alerts](/docs/features/alerts) will notify you when Hazel detects something unusual in your data.