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The weekly sales report in Slack, from HubSpot and QuickBooks

It's Sunday night. Maya wants the week's numbers before the Monday meeting, and they live in two places: the deals in HubSpot and the invoices in QuickBooks. Last week the report took Dee an hour and two spreadsheets.

For a weekly sales report in Slack with AI, mention @Glad and name the week. Glad reads the deals in HubSpot and the invoices in QuickBooks through your own accounts and replies with one short report. It only reads, so there's nothing to approve.

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Last updated 16 October 2026

ThreadDirect message
M
Maya
@Glad weekly report for last week, please. Same as usual.
GladAPP
Using your saved format: USD, trial accounts left out. Week of 3 to 9 November.
GladAPP
Won: 3 annual plans, $18,000 (Kiteline Bikes $7,200, Wildcomb Honey $6,000, Pebble & Pine $4,800). Lost: 1, Moss & Marrow's move to an annual plan, $5,880, reason "staying monthly". New pipeline: $31,200 across 6 deals.
GladAPP
QuickBooks: $17,400 paid this week. Overdue: $15,270 across 3 invoices, the largest Saltglass Goods at $13,800, 41 days late. I didn't change anything in either tool.
M
Maya
Save it as a file for the board pack.
GladAPP
Attached "weekly-report-3-9-november.md" in the thread.
How it works

How to get the weekly report from Glad

Add to Slack
  1. 01

    Connect your own HubSpot and QuickBooks accounts

    An admin can share one QuickBooks connection with the team if only finance has a login.

  2. 02

    Ask @Glad in your leadership or sales channel, and name the week, like "last week" or "1 to 7 November"

  3. 03

    Tell Glad once how you want the report, for example "in USD, without trial accounts", and ask it to remember

    It uses that every week after.

  4. 04

    Ask for the report as a Markdown or CSV file if you want to keep it or paste it into the board update

Try saying

Example requests

  • Y

    @Glad weekly sales report for last week: deals won and lost, new pipeline, and invoices paid and overdue.

  • Y

    @Glad which deals over $5,000 moved stage this week, and who owns them?

  • Y

    @Glad how does this week's won revenue compare with the last four weeks?

  • Y

    @Glad what did we invoice in October, and how much of it is still unpaid?

  • Y

    @Glad list the deals that slipped their close date this week, with the new date.

  • Y

    @Glad give me the week as a CSV: one row per won deal with the amount and the owner.

Permissions

What Glad does in HubSpot, QuickBooks and Slack

HubSpotHubSpot

+260 more HubSpot actions

Runs without asking

  • Search deals by stage, owner, amount and close date, list a deal's activities, list owners

QuickBooksQuickBooks

+110 more QuickBooks actions

Runs without asking

  • List invoices, read an invoice, list payments, read a customer's balance

Slack: the report arrives as a reply in the thread, or as a Markdown, text or CSV file. Glad remembers the format only when someone tells it to, and you can read or delete that memory on the Memory page.

Alternatives

Other ways to do this

Other tools

HubSpot and QuickBooks each have their own reports and dashboards, and either can be shared by email. On Business+ and Enterprise+, Slack's Workflow Builder can add AI steps that summarize channels for a weekly recap.

Glad

Glad pulls HubSpot and QuickBooks into one reply, in the channel where Maya asked, in the format Maya set up once.

Questions

Something else? Write to info@iamglad.ai.

Can Glad send the weekly report automatically every Monday?

Glad writes the report when you ask, not on a schedule. Ask on Sunday night or Monday morning, and it's in the thread a moment later.

Which numbers can the report include?

Anything HubSpot and QuickBooks hold that your own login can see: deals by stage, owner, amount and close date, won and lost reasons, invoices, payments and balances. Tell Glad what to include and it leaves out the rest.

Does Glad change anything in HubSpot or QuickBooks?

No, not for a report. It only reads. If you ask for a follow-up, like a task on a slipped deal, that change waits for your yes in the thread.

Can Glad compare this week with earlier weeks?

Yes. Ask for the last four weeks, or the same week last year, and Glad reads the deals and invoices for each period and shows the difference.

Can I get the report as a file?

Yes. Ask for a Markdown, text or CSV file and Glad attaches it in the thread, ready to paste into the board update.

How much does a weekly report cost?

One task, even though Glad reads two tools. That's four or five a month, out of the 250 tasks Starter gives the whole workspace for $49.

Keep reading

More use cases

Hand Glad the Monday numbers Dee used to pull by hand.

Add Glad to Slack, connect HubSpot and QuickBooks, and ask for the week. A report is one task, and your first 50 are free.

Add to SlackSee pricing