Weekly Brief

The Weekly Brief turns your workspace's KPI snapshots, active goals, open actions, and optional live warehouse queries into a short, readable brief. Orion runs once a week — every Monday — and writes a brief per recipient, personalized to their role. Each brief is saved, so you build up a browsable history of how the business read week over week.

This is a weekly cadence, not a daily one. There is no daily morning briefing here — briefs are keyed to the start of the ISO week (Monday) and one is produced per week.

Overview

A Weekly Brief is a structured object Orion fills in for each recipient:

• Headline — one sentence summarizing the week.
• Sections — titled blocks, each with a short list of bullets.
• Highlights — the key wins or positive movements.
• Watch — risks and items to keep an eye on.

Orion generates briefs automatically on a weekly schedule and emails them to opted-in recipients. You can also generate (or regenerate) the current week's brief on demand from the Weekly Brief page. Every brief is stored against the week it covers, and the page keeps a history you can scroll back through.

Because each brief is written for a role, two people in the same workspace can open the same week and see the same facts framed for their job — revenue and growth for a CEO, channel and CAC for marketing, and so on.

When to use it

• You want a recurring, no-effort summary of business performance that lands every Monday.
• Your team needs a shared starting point for a Monday review or stand-up.
• You want non-technical stakeholders to get the numbers without opening a dashboard.
• You want a paper trail of how the business looked each week, kept as history.

If you need an interactive, on-demand answer to a specific question instead of a scheduled summary, use Asking questions. If you want a recurring, automated analyst report on a single area (acquisition, retention, etc.), see AI Analysts.

Concepts

Getting started

You need a workspace with an AI API key configured (Orion uses it to write the brief). To produce useful content, the brief draws on whatever your workspace already has: KPI snapshots, active goals, and open actions. Optionally, an admin can attach warehouse queries so the brief includes live numbers.

To open the page, click Weekly Brief in the main navigation. The page has two parts: a left sidebar listing your brief history, and a main panel that renders the selected brief.

Step-by-step

Examples

A workspace adds two warehouse queries in Brief Settings so the brief always carries live numbers:

SELECT
  DATE_TRUNC('week', order_date) AS week,
  SUM(revenue)                   AS total_revenue,
  COUNT(*)                       AS orders
FROM orders
WHERE order_date >= CURRENT_DATE - INTERVAL '14 days'
GROUP BY 1
ORDER BY 1

When the brief runs, Orion combines that query's results with your KPI snapshots, goals, and open actions, and returns a structured brief. The page renders it from this shape:

{
  "headline": "Revenue grew 6% week over week, led by repeat orders.",
  "sections": [
    {
      "title": "Revenue & Growth",
      "bullets": [
        "Total revenue $142k, up 6% vs prior week.",
        "Repeat-customer orders accounted for 48% of volume.",
        "Two of three quarterly goals are on track."
      ]
    }
  ],
  "highlights": [
    "Revenue back above the weekly target after two soft weeks."
  ],
  "watch": [
    "New-customer CAC trending up; channel mix needs review."
  ]
}

The headline becomes the page title, highlights renders in the green box, each sections entry becomes a colored card, and watch renders in the amber box.

Best practices

• Set the recipient's role correctly. Orion personalizes the brief from the role it is given, so a CEO, ops lead, and marketer each get a relevantly framed brief. The generate action sends your current role.
• Add a small set of high-signal warehouse queries. A few clear, labeled queries (revenue, orders, a key funnel metric) produce a far better brief than a long list. The config caps you at 10 for a reason.
• Keep query labels human. The label is what Orion sees as the heading for that data block, so name it the way you'd describe the number in a meeting.
• Let it run on schedule. The Monday cron handles generation and email delivery. Use + Generate Brief only when you want to refresh after new data lands mid-week.
• Browse history before a review. The sidebar history lets you compare this week's framing against prior weeks to spot drift in the narrative.

Tips

Common mistakes

Troubleshooting

Related pages

• AI Analysts — scheduled, automated analyst reports for specific areas of the business.
• Building with Orion — how Orion uses your semantic model.
• Asking questions — interactive, on-demand answers instead of a scheduled summary.
• Notifications — how alerts and updates reach you.