Weekly Demo Sales Insights & Summary: AI Agent for Weekly Sales Reporting

The Weekly Demo Sales Insights and Summary agent template is a Ragic AI Agent that, every Monday, turns last week's demo meeting minutes into a structured weekly sales report: key insights, top priority clients, deal-stage grouping, and a follow-up schedule.

Who is this for? Sales managers who need a clear view of the pipeline each week, and sales reps, account executives, and SDR teams who run product demos and need to know which follow-ups to prioritize.

How to Use the AI Agent Template?

Please register for a Ragic account first if you haven't already. After registering, you can start with the Free Plan. To explore more features, you can also apply for a 30-day free Professional Plan trial with no credit card required. No charges will be made without your consent. For more information, please refer to the Pricing Page.

After logging in, click the icon in the top right corner to open the AI panel, then click AI Agent.

Before getting started with AI Agent, please note the following:

1. Running an AI Agent consumes AI Usage. The amount used varies depending on the complexity of the task and the selected Model.

2. Each database includes free monthly AI Usage for testing, and the amount varies by plan. Paid Plans include free usage based on the plan and the number of users. A Trial account receives a fixed amount of AI Usage for evaluation, regardless of plan or user count. The Free Plan also includes basic usage for testing. You can use the free AI Usage to explore and test the feature before deciding whether to upgrade your plan or purchase additional AI Usage.

3. When the free AI Usage is used up, the system will not charge you automatically. Instead, AI features will be paused. To continue using AI features, Paid Plans can purchase extra usage as needed. AI Usage is calculated in USD. Trial account cannot purchase additional AI Usage, and users on the Free Plan can continue using AI after monthly usage is refreshed. Charges are incurred only when you actively upgrade your plan or purchase additional AI Usage.

4. You can view the Usage Report for each Agent over the past 30 days, including call counts and usage costs. This helps you understand how AI Usage is being used and adjust Agent settings as needed.

For more information, please refer to this article.

Applying an Agent Template

Find and apply the Weekly Demo Sales Insights and Summary template.

Depending on your current database needs, you can choose one of the following methods:

Method 1: Use the Template Sheets Directly

If your database is new or you have not yet created demo-related sheets, it is recommended to start with the template sheets. Once the template is saved, the system will automatically install two sheets and their settings: Demo Meeting Minutes and Weekly Sales Summary. You can begin testing immediately using the built-in fields and workflow without designing everything from scratch. This is also a quick way to understand how the AI Agent works.

Method 2: Apply the Template to Your Existing Sheets

If your sales team already records demos in your own sheet, you can apply the AI Agent to your own sheets instead. Choose the sheets you'd like the agent to act on from your sheet list.

This option is ideal for teams with an established sales process, as it allows direct integration into current systems without rebuilding databases. However, after applying the template to your own sheets, you may need to adjust the Agent rules and settings, such as the field names the AI reads and the sheet it writes the summary to, to better fit your workflow. For more details, please refer to this section.

Generate a Weekly Sales Summary Automatically with the Template Sheets

The template works with two sheets: one where your sales team records each demo, and one where the AI Agent saves the weekly summary.

Step 1: Record each demo in the Demo Meeting Minutes sheet

After each demo, the sales rep fills in the meeting minutes. The sheet is organized into the following sections:

The more complete these records are, the more accurate the summary will be. The AI Agent bases its analysis strictly on what was recorded, so the "Demo time" and "Follow-up date" fields are especially important: the first decides which demos are included in the report, and the second decides which clients appear in the follow-up schedule.

Step 2: Let the AI Agent run every Monday

Every Monday, the AI Agent looks at the demos whose Demo time falls in the previous week and creates a new record in the Weekly Sales Summary sheet. It fills in two fields:

• Sales Summary: the full weekly report.
• Retrieval Week: the date the Agent was triggered.

If there are no demo meeting minutes from the previous week, the Agent does not create a summary record, so you will not see empty reports.

Step 3: Read the weekly report

The Sales Summary field contains a structured report with five parts:

1. Weekly Demo Summary: the date range covered.
2. Weekly Insight: Total number of demos recorded along with one short paragraph on patterns across the week, such as common objections, industries showing more interest, requirements that came up repeatedly, how clients found your company (such as search, referrals, or events), and anything the team should know going into next week.
3. Top 2 Priority Clients: for each client, why they are high priority (urgency, confirmed budget, strong fit, company size), their key requirement or pain point, the question or concern to address in follow-up, and a suggested next action.
4. Client Categorization: clients grouped by deal stage and by likelihood of closing (High, Medium, or Low).
5. Follow-up Schedule This Week: every client with a follow-up date in the next 7 days, including clients whose demo was not last week, each with a one-line note on what to address.

The report is written in Markdown so it is easy to scan, and any field left blank in the demo record is shown as "not recorded" instead of being guessed.

How to Customize Your Weekly Sales Report

The template is only a starting point. You can adjust both the sheets and the AI prompt to match your sales process. Keep the two in sync: if you change a field in a sheet, update the prompt to match.

Adjust the sheets to your sales process

You can apply this agent to your own sheets, or edit the template sheets by adding or removing fields to fit how your team runs demos. For the basics, see how to create a Ragic sheet.

Adjust the prompt to your sales process

If you use your own sheets, or you have changed the template sheets, review the prompt and confirm the field names still match. For example, check that the fields the AI reads (such as deal stage, budget, and follow-up date) exist in your demo sheet, and that the field it writes the summary to exists in your summary sheet.

You can then tailor the report to your team:

• Change how clients are prioritized. The template considers urgency, confirmed budget, strong fit, decision timing, and company size. You can add your own criteria, such as a target industry or product line.
• Change the report sections. Remove sections you do not need, or add new ones, such as a list of competitors mentioned or a summary of questions clients asked.
• Change the number of priority clients. The template highlights the top 2, but you can ask for the top 3 or top 5.
• Adjust the likelihood definitions. Update what counts as High, Medium, and Low based on how your team qualifies deals.
• Change the language and tone. Ask the AI to write the report in another language, or in a more formal or more concise style.
• Change the follow-up window. The template lists clients with a follow-up date in the next 7 days. You can widen or narrow this in the prompt, for example to cover the next 14 days.

Adjust when the report runs

Change the schedule. By default, the Agent runs every Monday and covers the previous week's demos. If your team plans on a different day, or wants a report every two weeks, update the schedule in the AI Agent settings and adjust the date range rules in the prompt to match.