You have five tabs open. Jira for project status. Salesforce for pipeline numbers. Google Drive for the budget tracker. Slack for what actually happened this week. A blank doc where it all needs to end up.
You copy a number. You paste it. You format the row. You do it again. This takes three hours. It happens every week.
Here’s how to make it stop.
What you’ll build
A weekly report agent that:
- Pulls completed tasks and blockers from Jira
- Pulls pipeline changes from Salesforce
- Pulls budget numbers from Google Drive
- Summarizes everything into a formatted report
- Posts it to a Slack channel on schedule
Total setup time: under 10 minutes.
Step 1: Describe your agent
Open EntryDesk and type what you want:
“Pull this week’s completed tasks and open blockers from Jira. Get pipeline changes and new deals from Salesforce. Get the latest budget numbers from the Q2 tracker in Google Drive. Summarize everything into a weekly status report and post it to #weekly-status in Slack.”
That’s it. No workflow diagram. No config file. EntryDesk reads your description and builds the agent.
Step 2: Connect your tools
EntryDesk asks which tools to connect. Pick them from the connector marketplace:
- Jira (or Linear) — for project status
- Salesforce — for pipeline data
- Google Drive — for the budget spreadsheet
- Slack — for posting the report
Each connector authenticates once. After that, the agent has read access to the data it needs.
Step 3: Run it
The agent connects to all four tools, pulls the data, and assembles the report. The output is a formatted summary: tasks completed, blockers, pipeline changes, budget status. Plain language your team can read without context.
Step 4: Save, publish, schedule
The report works. Now make it permanent.
- Save as Agent — the workflow becomes a reusable agent.
- Publish to your team — anyone on the team can trigger it or see the output.
- Schedule it — set it to run weekly. The report shows up in Slack before anyone asks for it.
Next week, you open Slack and the report is already there.
Try it
Describe your first agent in plain English. Start with the report that takes the most time every week.