Weekly Meeting Update

How to use this page

1. 1

   Choose the client and report period

   Select a client and review the current draft and date range. Use the period controls or Custom range when you need a different reporting window.

2. 2

   Review an automated weekly report draft

   When an internal draft is available, review its source window, evidence, summary, learned points, work in progress, trends, information requests, referrals, reconnection attempts, call details, and SDR reviews. The preview is review-only, clients cannot see it, and it is not directly editable.

3. 3

   Edit the full automated draft

   Select Edit full draft and confirm. The full generated draft moves into the editable client report. The report remains incomplete until you review it and choose Complete current draft.

4. 4

   Restore a preserved automated draft

   After the automated draft has been moved into the editor, its original source remains available in the page. Select Restore full draft and confirm if you need to put every generated section back into the editor before completing the report.

5. 5

   Refresh the performance snapshot

   Use Refresh to update the live snapshot for dials, conversations, meetings booked, meetings held, Potential Meetings, emails sent, email open rate, and connection rate. The page also explains automatic refresh timing.

6. 6

   Edit the client-ready report

   Select Edit update to change narrative sections, live row status and notes, section order, visibility, and custom sections. Draft changes save automatically and remain private until the report is completed. While a pending automated draft is waiting for review, the page keeps report-completion and new-draft actions hidden until you edit the full draft.

7. 7

   Review source-backed meeting sections

   Booked Meetings syncs selected-range Platform contacts. Meetings to Review covers older Meeting Set or Rescheduled contacts. Potential Meetings explains the automatic metric, while manual or legacy rows remain distinct.

8. 8

   Complete, export, or review history

   Complete the current draft when the client-ready copy is ready, use Export to Google Doc for a document copy, or open Source history and Completed reports to review prior versions.

What the buttons do

Refresh

Refreshes live report metrics and source-backed meeting rows when available.

Edit full draft

Moves the private automated draft preview into the editable report after confirmation without completing the report.

Restore full draft

Restores every generated section from the preserved original automated source into the editor after confirmation.

Edit update

Opens the editable report view for narrative, rows, visibility, order, and custom sections when no pending automated draft is waiting for review.

Complete current draft

Freezes the current client-ready report as a completed version after the automated draft has been reviewed or the pending draft state is cleared.

New blank report

Starts a new report period when the completed-report rules allow it and no pending automated draft is waiting for review.

Export to Google Doc

Exports the client-ready report to a Google Doc.

Open history

Opens prior uploaded and saved report context.

Restore

Restores a completed report into an editable update when the action is available.

Common questions