How to run a weekly review with an AI agent.

A weekly review is a short, fixed meeting with yourself where you close out the week and choose what matters next. Most people skip it because it turns into an hour of copying tasks between lists. An AI agent removes that part: it already knows what you finished, what slipped and what is on the calendar, so your thirty minutes go to decisions. Below is the template, the exact words to say to Scopeology at each step, and how to run it on paper if you prefer.

Before you start: pick a time and protect it

Choose the same slot every week. Friday afternoon works because the week is still fresh. Monday morning works if your weekends change plans. Put it on your calendar as a recurring block and treat it like a client meeting.

Your schedule now carries the habit, and your agent will not book over it.

Step 1: Look back at what got done

Start with what you finished. It sounds like a nicety, but it does real work: it shows where your week actually went, which is often different from where you planned it to go. If one project took most of your finished tasks, another project probably starved.

On paper: go through your done list or your calendar and tally finished items per project. Write one line per project.

Step 2: Find what is stuck

Next, list everything overdue or untouched for more than a week. For each item, decide one of four things: do it next week, give it to someone, move the date with a reason, or drop it. Dropping is allowed. A task that has moved three weeks in a row is usually a task you do not intend to do.

Every one of those changes lands in your tasks right away, so there is nothing to copy afterwards.

Step 3: Clear the people waiting on you

The quickest way to damage a working relationship is a reply that never comes. Ask for every thread where someone is waiting on you: emails you have not answered, messages left on your phone line, meeting follow-ups you promised.

Scopeology checks your connected inbox, your call messages and your meeting notes. For each one, either answer now in a sentence or two, or set a time to answer. If replies are piling up every week, the inbox triage guide shows how to let the agent sort and draft first.

Step 4: Look ahead at next week's calendar

Read next week before it starts. Look for days with no space to work, meetings with no clear purpose, and deadlines with no time set aside to meet them. Fix the calendar now, while moving things is still polite.

Step 5: Choose your top three

End with three outcomes for next week, not thirty tasks. An outcome is something you can check on Friday: "the proposal is with the client", not "work on the proposal". If you run several businesses, three outcomes across all of them is still the limit. That limit is what makes the list useful.

They show on Today, so Monday starts with the answer instead of the question.

Step 6: Write down what you learned

Finish with one or two sentences about the week: a decision you made, a pattern you noticed, something to do differently. Over a few months these notes become the most honest record you have of how your work actually goes.

Scopeology files that in your second brain, so you can ask later what you noticed about client calls and get the dated notes back. The second brain guide covers that habit in depth.

The weekly review template

Copy this list, or just say each line to your agent in order:

1. What did I finish this week, by project?
2. What is overdue, and what has not moved in two weeks? Decide: do, give, move or drop.
3. Who is waiting on a reply from me?
4. Walk me through next week. Flag any day with less than two hours open.
5. My top three for next week are ...
6. Note for the weekly review: ...

If you run more than one company, run steps 1 and 2 once per business, then do steps 3 to 6 once for everything. How to run several businesses explains why that split works. For the bigger picture of an agent running this rhythm with you, see your AI chief of staff.

Once the review is a habit, add phone answering so call messages land in the same lists. More how-tos are in the guides.