How to generate the weekly sales review and turn actions into tasks
Get a weekly sales summary from the AI with the bottleneck, the cycle from investment to sale, and actions with an owner, and create the tasks with one click.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The weekly review reads the funnel, the service, the marketing, and what the AI team saw, points out the bottleneck, and suggests actions, each with an owner and a deadline. It goes out on its own every week; you can also generate it on the spot whenever you want.
Where to find it in Cognizy
Before you start
- Have deals in the funnel: a week with no movement won't generate a review.
- Each review uses 6 AI credits. Without credits, it comes out with just the numbers.
Step by step
- Step 1:
Open . For an instant review, click Generate now; it will be ready in a few moments.
- Step 2:
In How the week went, the AI summarizes the period and points out the Sales bottleneck: the spot that's holding back sales the most right now.
- Step 3:
In The week's cycle, see everything from investment to sale: invested, leads, conversations, appointments, and sales, with the stage that needs attention.
- Step 4:
In Actions for the week, each action has an owner and a deadline. Click Create task to send an action to the sales activity board, or Dismiss if it doesn't apply. AI adjustment actions come with Apply to agent.
- Step 5:
To create them all at once, click Create all tasks.
How to know it worked
The actions become tasks for the owners, with a deadline, on the sales activity board. The action shows it already became a task and won't appear again.
If something goes wrong
The review says there isn't enough data.
With little activity, the AI avoids drawing conclusions. With more deals and conversations during the week, it points out the bottleneck with more confidence.
Generate now didn't do anything.
Check your AI credit balance. Without credits, the review comes out with just the numbers.
Next step
Schedule the day and time for the review and choose who receives it.
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