đ Works best with your numbers sheet. Connect Google Sheets and Jeremy AI writes the huddle summary from it each day. No pasting.
Paste yesterday's numbers. Get one file you can read aloud in 2 minutes: exact team totals, every rep against target, who is behind and by how much, one kind coaching note per rep, and a numbers check that ties each number to your sheet. Nothing is sent.
You'll see the SAMPLE numbers sheet pasted in with the rules, the huddle summary written at 6x speed, the file saved with nothing sent, the 4-column status table, who is behind, coaching notes that each aim for the right next number, and the numbers check that ties each number to the sheet.
What this use case does and who it's for
Your team huddle is supposed to take two minutes. Then someone opens a spreadsheet, someone else rounds a number, and ten minutes later nobody knows who actually missed. Or you ask a tool to summarize and it invents a cause, adds a percentage you never gave it or shames the rep who's behind.
Jeremy AI reads your numbers sheet and writes the huddle for you, from the numbers on the sheet and nothing else. The file has five parts:
A team snapshot. Exact totals from the sheet.
A rep-by-rep table. Four columns: rep, role, result against target (like "31/5/1 vs 40/8/3") and a status: ABOVE, AT or BELOW target.
A "who is behind" list. It names the exact gap in numbers, like "9 dials short of the 40 dial target."
One short, kind coaching note per rep. A specific next action that matches the rep's numbers. No shaming and no comparing reps by name.
A numbers check. It shows which line of your sheet each number came from.
It's for sales managers, agency owners and coaches who run setters and closers and want a clean, fair daily huddle. You stay in charge. It's a draft. Jeremy AI doesn't send anything or message your reps.
What you need before you start
A Jeremy AI account. Nothing to connect to try the sample.
Your numbers sheet for the day. The sample has 3 setters (dials, conversations, booked calls) and 2 closers (calls held, closes).
Your daily targets. The sample uses 40 dials, 8 conversations and 3 booked calls for setters, and 5 calls held and 2 closes for closers.
Reps shown by first name and last initial only, or no names at all.
A "not provided" note for anything missing. The sample says "revenue per close: not provided."
Your rules for what the summary must never do. The sample uses HARD RULES: the next action in each note matches that rep's numbers, status words follow exact definitions, every table has 4 columns or fewer, notes state only what the sheet shows (no "tends to"), use only numbers from the sheet, never round or invent a number, no percentages, never mention pay, firing, discounts, bonuses or penalties, and never address you by name.
How to set it up
You use the default Jeremy AI worker. There's nothing to build.
Open Jeremy AI. From the dashboard, type in the main box. Check the worker selector says Jeremy AI.
Paste the prompt below. Swap in your own team name, targets and numbers.
Click Send message.
Wait. The walkthrough runs this at 6x speed. In real time it took about 95 seconds.
When it says the file is saved, read the chat summary first.
Open the file card and read the snapshot and the table.
Check the "who is behind" list and each coaching note. Change anything that doesn't sound like you.
Check the numbers check against your sheet. Then run your huddle.
The prompt
This is the exact prompt from the walkthrough. The team, the reps and every number are SAMPLE and made up. Replace them with yours.
Act as my "Daily KPI Huddle Summary" worker for SAMPLE Northstar Sales Team (all data below is made up, reps are shown by first name and last initial only). Turn the SAMPLE numbers sheet below into a huddle summary I can read aloud in 2 minutes. Save ONE file named huddle-summary.md with: 1) a TEAM SNAPSHOT (exact totals from the sheet), 2) a STATUS table with exactly 4 columns (rep, role, result, status) where result is the rep's numbers vs targets in one short phrase like "31/5/1 vs 40/8/3" and status is ABOVE, AT or BELOW target (BELOW if any number is below its target), 3) a WHO IS BEHIND list that names the exact gap in numbers, 4) ONE short, kind coaching note for each rep (a specific next action, never shaming, never comparing reps by name), 5) a NUMBERS CHECK list that shows which sheet line each number came from. HARD RULES: the next action in each coaching note must match that rep's numbers: for a number below target say reach the target, for a number exactly at target the next action aims for exactly one more than that target (for example 3 closes when the target is 2), and never name any other number; status is ABOVE only when no number is below target and at least one is above, AT only when every number equals its target; every table has 4 columns or fewer; coaching notes state only what the sheet shows, with no generalizations like "tend to", and say above, at, or below target exactly; use ONLY numbers from the sheet, exact numbers only, never round, never invent a number, target, cause or excuse, and write "not provided" if something is missing; no percentages; never mention pay, firing, discounts, bonuses or penalties; never address me by name anywhere in the chat reply or the file. Drafts only, nothing is sent.
NUMBERS SHEET (SAMPLE Northstar Sales Team, Tuesday). Setter targets per day: 40 dials, 8 conversations, 3 booked calls. Closer targets per day: 5 calls held, 2 closes.
SETTERS (dials | conversations | booked calls):
1) Ava M | 52 | 11 | 4
2) Ben T | 31 | 5 | 1
3) Cara L | 44 | 9 | 3
CLOSERS (calls held | closes):
4) Dev R | 6 | 2
5) Eli S | 5 | 0
Notes: revenue per close: not provided.
Prompting tips and how to adapt it
Paste real numbers, one rep per line. Keep the same order every day. It's easier to read and to check.
Give it the targets. Without targets it can't say who's behind.
Ask for exact gaps. "9 dials short of 40" beats "a little behind."
Ban percentages. The prompt says no percentages. You get exact numbers you can check against the sheet.
Say what's not provided. "Revenue per close: not provided." Then it won't guess.
Keep the coaching rules. One short note per rep. A specific next action. Never shaming, and never comparing reps by name.
Keep the table to 4 columns. The prompt says every table has 4 columns or fewer. That's why it fits the file panel with nothing cut off.
Define your status words exactly. The sample says ABOVE only when no number is below target and at least one is above. AT only when every number equals its target. BELOW if any number is below target. Spell yours out.
Write a next-action rule. The sample says a number below target means "reach the target." A number exactly at target means aim for exactly one more than that target, like 3 closes when the target is 2. It also says never name any other number. That keeps every note tied to the rep's numbers.
Tell it to say "above, at or below target." Those exact words are easy to scan and easy to check.
Ban pay talk. The prompt says never mention pay, firing, discounts, bonuses or penalties. Keep it for a safe huddle.
Ask for the numbers check. It's how you confirm every number in two minutes.
Set the read-aloud length. The sample says "2 minutes." Change it to 90 seconds if you want it shorter.
Ask for ONE Markdown file. Say ".md" so you can preview it in the file card.
Adapt it. Use it for support agents, recruiters or any team with daily numbers and targets. Swap in your own columns.
The result to expect
One Markdown file named huddle-summary.md, titled "Daily KPI Huddle Summary: SAMPLE Northstar Sales Team (Tuesday)." It's about 460 words in the walkthrough. With the sample sheet you should see:
A team snapshot. Setters combined: 127 dials, 25 conversations, 8 booked calls. Closers combined: 11 calls held, 2 closes. Revenue per close shows "not provided."
A 4-column table of all 5 reps. Each row has the rep, the role, the result and the status.
Ava M, Setter, 52/11/4 vs 40/8/3: ABOVE target.
Ben T, Setter, 31/5/1 vs 40/8/3: BELOW target.
Cara L, Setter, 44/9/3 vs 40/8/3: ABOVE target (above on dials and conversations, at target on booked calls, none below).
Dev R, Closer, 6/2 vs 5/2: ABOVE target (above on calls held, at target on closes).
Eli S, Closer, 5/0 vs 5/2: BELOW target.
A "who is behind" list. Ben T is behind on all three setter numbers: 31 dials vs 40, 5 conversations vs 8 and 1 booked call vs 3. Eli S is behind on closes: 0 closes vs 2. His calls held are at target at 5 vs 5.
A coaching note for each rep. Each has a specific next action. The next action matches the rep's numbers. Ben T is below target on all three numbers, so his note says to reach the targets of 40 dials, 8 conversations and 3 booked calls. Cara L is at target on booked calls, so her note says to aim for 4, one more than the target of 3. Dev R is at target on closes, so his note says to aim for 3 closes, one more than the target of 2. Eli S is at target on calls held and below on closes, so his note says to aim for 6 calls held, one more than 5, and to reach the target of 2 closes.
A numbers check. Each rep's numbers come from a sheet line ("SETTERS line 1-3," "CLOSERS line 4-5"). Targets come from the header lines. Team totals are the sums of the sheet lines. Revenue per close comes from the Notes line, which reads "not provided."
The chat reply confirms the totals, the 4-column table, the exact gaps and that nothing was invented or sent.
These are sample results from a made-up team. Wording changes from run to run. Read every note before you use it. Check each next action against the sheet, and check each status against your definitions. The prompt's next-action rule is there to keep them matched. If one still slips, say: "Recheck every next action and status against the targets and the status rules."
Common mistakes and fixes
A note gives a cause or excuse. Delete it. Remind it: "Never invent a cause or excuse. Use only numbers from the sheet and a next action."
A note says "tends to" or "usually." That's a general claim your sheet doesn't back up. Delete it, or reword it as an action.
A percentage shows up. Remind it: "No percentages. Exact numbers only."
A number looks wrong. Check the numbers check against your sheet. Ask: "Recount the team totals and show each line."
A note shames a rep or compares reps. Say: "Rewrite it kind and specific. Never compare reps by name."
It mentions pay, bonuses or penalties. Delete it. Remind it: "Never mention pay, firing, discounts, bonuses or penalties."
A next action or status doesn't match the numbers. Add the rule to your prompt: below target means reach the target, exactly at target means aim for exactly one more than the target, and never name any other number. Then ask: "Recheck every next action and status against the targets on the sheet."
The table has more than 4 columns. It may clip in the file panel. Remind it: "Every table has 4 columns or fewer."
The huddle runs long. Ask: "Keep the whole file readable aloud in 90 seconds."
Real rep names in a test. For practice, use made-up reps with first name and last initial only.
You read a note word for word. Don't. Edit it so it sounds like you.