--- type: Guide title: "A weekly review for a solo founder, prepped by AI — Oknola" description: "A 30-minute weekly review for a solo founder: the agenda, a template to copy, what an AI agent can prepare from your files, and what stays your call." resource: https://oknola.com/guides/weekly-review-company-of-one/ --- [Guides](https://oknola.com/guides/) · For solo founders # A weekly review for a company of one, with an agent doing the prep By [Ricardo Cardona](https://oknola.com/about/) · September 21, 2026 A good weekly review for a solo founder takes 30 minutes, runs from one note, and starts with the gathering already done: an agent reads your folder and drafts the open loops, overdue invoices, stalled deals and last week’s decisions before you sit down. You spend the half hour deciding, not collecting. ## Why weekly reviews stop happening The review itself is short. The gathering is what kills it: tasks in one app, invoices in another, notes somewhere else, and an hour gone before the first decision. Skip one busy week and the habit is gone. The gathering is also the part a machine does well. If your clients, invoices, tasks and decisions live as files in one folder, an agent can do the collecting, and you keep the thinking. ## What the agent can prepare An agent finds what your files record, so each item below needs a field or a habit behind it: - **Open loops:** unchecked tasks older than a week, and notes with no next step. - **Overdue invoices:** invoice files with `status: sent` and a `due` date before today, with the amount and days late. - **Stalled deals:** client and deal files whose `last_touch` is more than 14 days old, with the last thing that happened. - **Last week’s decisions:** decision files dated in the past seven days, so you can check they held. - **What changed:** files created or edited this week, grouped by client and project. Then open Claude Code, Codex or Cursor in the folder and ask: ```text Prepare the weekly review for 2026-W39 in reviews/, from templates/weekly-review.md. Read last week's review first. Fill the Prep section with: open tasks older than 7 days, invoices with status sent and a due date before today, clients with last_touch older than 14 days, decisions from the last 7 days, and files changed this week. Link each item to its file. Don't send, edit or close anything else. ``` The prep needs clients, money and projects. It doesn’t need your journal, and saying so in the prompt is a request, not a boundary: [scope the agent by tag](https://oknola.com/guides/scope-ai-agent-with-tags/) to make it one. ## The 30-minute agenda 1. **Read the prep (5 minutes).** Correct anything wrong before you trust the rest. 2. **Money (5 minutes).** Overdue invoices, cash against runway, anything odd. Choose which follow-ups go out. 3. **Pipeline (5 minutes).** For each stalled deal: nudge, wait or close. 4. **Open loops (5 minutes).** For each one: do it, schedule it or drop it. 5. **Decisions (5 minutes).** Check that last week’s still hold. Write this week’s down, with the reason. 6. **Next week (5 minutes).** Pick three outcomes and block the time for them. The order matters. Money and pipeline come before loops because they decide which loops are worth keeping. ## A template to copy Save this as `templates/weekly-review.md`: ```markdown --- type: WeeklyReview description: Week 39 review. Prep drafted by the agent. tags: [Review, Business] week: 2026-W39 --- # Prep (the agent drafts) Open loops: Overdue invoices: Stalled deals: Decisions last week: What changed: # Decisions (yours) Follow-ups to send: Deals to nudge, wait on or close: Loops dropped: New decisions, and why: # Next week Three outcomes: Time blocked: ``` Each review stays in `reviews/`, one file per week. Last week’s review is the first file the next prep should read, so promises you made to yourself come back around. ## What stays your judgment The agent finds what’s late. Deciding what matters is yours: - Which client or deal deserves more of your week. - Whether to chase an invoice, and how firmly. The agent drafts, and you send. - Prices, scope and what you say no to. - Whether a quiet deal is dead or just busy. - Whether the pace is one you can keep. That’s a journal question, and the business agent doesn’t need your journal to prep a review. A good rule: the agent may write into the review note and nowhere else, and nothing gets sent without your yes. ## Where Oknola fits Oknola keeps the folder this review reads from. Oknola types, tags and files what lands in it, so invoices, clients and decisions carry the fields an agent needs to find what’s late. Operating Maps flag a stalled step with its age, Actions pulls the tasks out of every note, and the editor’s Template menu has a Weekly review starter. A business agent gets only the tags you allow, so it can prep the review without opening your journal. [What is available today is on the roadmap](https://oknola.com/roadmap/), and [the solo founders page](https://oknola.com/use-cases/solo-founders/) shows the review already gathered, on sample data. ## Questions people ask ### Which day works best? The same one every week. Friday afternoon closes the week while it’s fresh, and Monday morning plans it. Put it on the calendar like a client call. ### What if a week gets skipped? Run the next one anyway, and have the agent cover two weeks of changes. Catching up costs the agent more reading, not you more gathering. ### Can the agent run the whole review? It can run the prep. The review is the decisions, and those stay with you, along with anything that gets sent. ### Which agent works for this? Any agent that reads files: Claude Code, Codex or Cursor, opened in the folder. A chat app works if you upload the week’s files, but then the gathering is yours again. Ricardo Cardona Builds Oknola, the company brain for one-person businesses. Ten years and 100+ business systems delivered for real companies. [About Oknola](https://oknola.com/about/) [How Oknola works for solo founders](https://oknola.com/use-cases/solo-founders/) Waitlist ## Start with the folder. The free app comes first, on macOS and Android. Early access opens in waves.