Weekly summary

I want a comprehensive recap of what my team accomplished this past week so I can see our progress and what still needs attention. This workflow helps me close out the week and prepare for the next one.

Follow these steps:

1. Check the CRM for all meeting notes or activity logged this past week (last 7 days) across the team. For each meeting logged, include:
   - Meeting name or purpose
   - Client or contact name
   - Team member who logged the meeting
   - Meeting type (client meeting, prospect call, internal meeting, etc.)
   - Date

2. Count the total number of meetings logged and break them down by type and by team member.

3. Check the task list for all tasks completed this past week across the team. Include:
   - Task name
   - Completion date
   - Who completed it
   - Associated client or project if applicable

4. Check the task list for all open tasks and group them by due date:
   - Overdue tasks (with assignee)
   - Tasks due today (with assignee)
   - Tasks due this week (with assignee)
   - Tasks due next week (with assignee)

5. Check the CRM for any new contacts or leads added this past week. Include:
   - Contact name
   - Company if available
   - Lead source
   - Date added
   - Who added them

6. Check the CRM for any opportunities that moved to a new stage this past week. Include:
   - Opportunity name
   - Contact or company
   - Previous stage
   - New stage
   - Deal value if available
   - Owner

7. Check the CRM for any deals closed this past week (won or lost). Include:
   - Opportunity name
   - Contact or company
   - Outcome (won or lost)
   - Deal value if won
   - Owner

8. Check the CRM for any follow-up commitments made in meetings this past week across the team. Cross-reference with the task list to see if they've been completed or scheduled.

9. Send me a comprehensive weekly summary organized into the following sections:
   - Meetings This Week
       * Total count and breakdown by type
       * Breakdown by team member
       * List of client/prospect meetings with names, dates, and who held them
   - Tasks Completed
       * Total count
       * Breakdown by team member
       * List of completed tasks with completion dates and who completed them
   - Open Tasks
       * Overdue tasks (with count and assignees)
       * Due today (with count and assignees)
       * Due this week (with count and assignees)
       * Due next week (with count and assignees)
   - New Leads Added
       * Total count
       * List with names, companies, sources, and who added them
   - Pipeline Activity
       * Opportunities that progressed (stage changes with owners)
       * Deals closed won (with values and owners)
       * Deals closed lost (with owners)
   - Outstanding Follow-ups
       * Commitments made in meetings this week that aren't yet completed or scheduled
       * Include client name, what was committed, and who committed