Step 1 / 7 · about 8 min

Create a Make account

Go to make.com and sign up with your work Google account. Click 'Sign up' → 'Continue with Google'.

💡 1-minMake is a no-code automation tool — you connect apps with arrows instead of writing code. You'll build: 'every Monday → read the sheet → ask AI to summarize → deliver it.'

▶ Make.com for absolute beginners (2 min) ↗

✅ Check: You see the Make dashboard with a 'Create a new scenario' button.

Step 2 / 7 · about 8 min

Put your data in one Google Sheet

Make sure the numbers your report uses live in a single Google Sheet with a header row (e.g. Date, Sales, Region). One row per record.

💡 1-minAutomations need one tidy source. A spreadsheet with clear column headers is the easiest 'database' there is — the AI will read these columns by name.

▶ Google Sheets basics (4 min) ↗

✅ Check: Your data sits in one sheet, first row = column names.

Step 3 / 7 · about 8 min

Add a weekly schedule trigger

In a new Make scenario, set the schedule (clock icon) to run every Monday at 8am.

💡 1-minA schedule trigger is the 'when' — instead of waiting for an event, it runs the automation at a set time. This is what makes the report show up like clockwork without anyone remembering.

✅ Check: The scenario shows 'Every Monday, 08:00'.

Step 4 / 7 · about 8 min

Read the spreadsheet rows

Add the Google Sheets module 'Search rows'. Connect your account, pick the sheet, and choose the range that holds last week's data.

💡 1-minThis step hands the raw numbers to the next step. Think of it as the automation 'opening' your sheet and copying the relevant rows so the AI can read them.

▶ Reading Google Sheets in Make (3 min) ↗

✅ Check: Running just this step returns your data rows in Make.

Step 5 / 7 · about 8 min

Add the AI summary step

Add an OpenAI 'Create a completion' module after Sheets. Connect it (paste your API key — the video shows where to get one).

💡 1-minThe AI turns rows of numbers into sentences a human reads in 30 seconds. The API key is just a password that lets Make talk to the AI. Keep it private.

▶ How to get an OpenAI API key (4 min) ↗

✅ Check: The AI module is connected (green check) after the Sheets step.

Step 6 / 7 · about 8 min

Write the summary prompt

In the AI message box, paste: "Here is last week's data. Write a short weekly report for a manager: total figures, week-over-week change in %, and 2 sentences on what stands out. Plain language. Data:" then map the rows from the Sheets step.

💡 1-minSpecific instructions ('totals, % change, what stands out, plain language') are what turn a generic blurb into a report worth reading. You can tune this one line anytime.

✅ Check: The prompt box has your instruction followed by the spreadsheet data.

Step 7 / 7 · about 8 min

Deliver the report automatically

Add a final module — Gmail 'Send an email' (to yourself/your team) or Google Docs 'Create a document' — and map the AI output as the body. Turn the scenario ON.

💡 1-minNow it's a closed loop: Monday morning the report writes and delivers itself. Your team is freed from the chore, and you have a concrete 'we adopted AI' result to report upward.

✅ Check: Run once: a finished report arrives in your inbox or Docs.

📧 Monday 8:02am — 'Weekly Report' in your inbox: figures, % change, and a 2-line takeaway. Nobody built it.

Auto-generated weekly report from your spreadsheet