Use case
A weekly sales summary written by an AI agent
In shortThe weekly sales summary agent in Vellarin Agents reads your sales spreadsheets or CSV files and writes a one-page summary: total sold this week, the comparison with last week, the top five customers, open quotes and three things to look at, with exact figures. It is for owners who want the numbers without building a dashboard. It only reads and writes the summary; it sends nothing. Free to start; Pro is US$19 a month.
The problem
The numbers are in a spreadsheet, but nobody has time on Monday to turn them into a clear picture. Dashboards take a project to build and still need someone to read them.
How the agent does it
- Hire the "Weekly sales summary" agent from the gallery.
- Point it at your sales files (a folder on your computer, or a Google Sheet once connected).
- Ask for this week's summary with one tap on its card, or in your own words.
- It writes one page with short sentences and exact figures, and flags three things worth a look.
- The summary stays in the chat and in the record; ask follow-up questions like "compare with last month".
What needs your approval
Nothing, because it only reads and writes the summary. If you later ask it to share the summary by email or Slack, that send waits for your OK.
Which AI and apps it uses
Claude, ChatGPT or Gemini on your computer. It reads files you give it today; with one-click apps it can also read Google Sheets, QuickBooks or Stripe.
Questions
Will it change my spreadsheet?
No. This job only reads. Any change to a record in an app would wait for your approval.
What if the data is messy?
It says which rows it could not read instead of guessing, and uses exact figures only from what it found.
Can it run on its own every week?
Not yet. Today you start the job with one tap from the agent's card or with a message. Work that starts on its own (at a set time or when an email arrives) is coming soon.
How much does it cost?
Free with one agent on one computer. Pro is US$19 a month (or US$15 a month billed yearly) for unlimited agents on up to 3 computers, with a 14-day free trial and no card to start. The AI itself runs on the subscription you already pay for.
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