You provide
Agreed sales exports, comparison files and the template your team uses. During setup, we define the reporting period, measures, calculations and source of truth with you.
Clerq Agents / Trading Report Agent
Your weekly trading pack,
prepared for review.
A proposed agent for retail and ecommerce teams who spend each week gathering sales files, checking comparisons and writing the first draft of commentary.
Part of our first agent range. Enquire about availability and fit for your business.
The proposed package
A familiar job.
A defined set of outputs.
You receive
A draft trading pack, commentary linked to the underlying information, and a separate list of missing inputs or checks requiring attention.
You set the rhythm
A weekly preparation schedule, an input deadline and a named reviewer. We agree what should happen if a file arrives late or a check fails.
See the intended output
Start the meeting
with the questions visible.
Fictional sample output / Illustrative layout
Weekly trading review
Pack status: Draft - review required. Fictional retailer, fictional file names. No customer data or measured results.
- Source check
- Received: sales-export.csv. Missing: channel-budget.xlsx. Budget comparison remains pending.
- Comparison check
- Needs review: the comparison file uses a different reporting period. Resolve the period before drawing a conclusion.
- Draft commentary
- “Budget commentary is held pending the agreed budget file. Confirm the comparison period before circulation.”
- Reviewer action
- Provide the missing file, resolve the period check and approve the final pack.
This example shows the proposed treatment of incomplete inputs. It does not demonstrate an agent running or confirm a supported integration.
Configured for your business
Agree the rules.
Test a known week.
Confirm compatibility
Tell us which tools and file formats you use. Supported inputs, connections, access and delivery format are agreed at enquiry; no particular integration is assumed.
Check against your report
Setup would map your inputs to the agreed pack and test a completed reporting week against your approved report, including missing-file and comparison checks.
Keep a person in control
Your reviewer approves calculations, commentary and circulation. The proposed agent prepares the pack; commercial decisions and final sign-off stay with your team.
The intended package covers one agreed reporting routine. Additional sources, packs or changes need a separate scope. Agent configuration is quoted before commitment; software charges and ongoing support are identified and agreed separately.
Trading Report Agent
Tell us about
your weekly pack.
We will discuss availability, fit and setup. The introductory conversation is free, with no obligation to buy.
Describe the tools and reporting routine only. Do not include confidential documents or figures in your enquiry.
Prefer email? stephen@aiclerq.com.