Phase 1 Automation Dashboard and Weekly Performance Report

Management needs a clear way to tell whether the Phase 1 automation system is improving operations. Without central reporting, it is difficult to track task completion, overdue work, workflow reliability, automation errors, and pending manual-review items.

A weekly Zapier workflow that collects data from Master Tasks, Error Log, Manual Review, and Automation Logs; calculates operational metrics; and asks OpenAI for a professional management summary. It saves the results in Weekly Performance, emails approved recipients, and supplies metrics for a Google Sheets dashboard.

1. 1Schedule by Zapier — starts the weekly reporting cycle
2. 2Google Sheets — retrieves Master Tasks, Error Log, Manual Review, and Automation Logs data
3. 3Formatter or Code by Zapier — calculates task, error, review, and automation-run metrics
4. 4Formatter by Zapier — combines the weekly metric set
5. 5ChatGPT (OpenAI) — writes the management summary and recommended next actions
6. 6Google Sheets — saves metrics and narrative in Weekly Performance
7. 7Gmail — sends the report to approved recipients
8. 8Google Sheets Charts — refreshes the dashboard data source
9. 9Error Log — records report-generation and delivery issues

• Provides a centralized weekly view of Phase 1 performance
• Tracks new, in-progress, completed, overdue, urgent, and unassigned tasks
• Reports successful, failed, and no-action automation runs plus workflow success rate
• Tracks critical, high, open, resolved, and repeated errors
• Shows pending and low-confidence manual-review items
• Creates dashboard-ready metrics, a historical weekly record, and recommended actions for the following week