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How to summarize weekly Square activity

See Square progress in one weekly view.

Approach

The Desk approach

  1. Connect the integration
  2. Sync recent signals
  3. Run the Weekly Review

Weekly Review

Weekly Review — April 7, 2025

Week of March 31, 2025 – April 6, 2025

Timeline events

42

Calendar events

12

Slack signals

7

Drive files

11

HubSpot deals

4

Stage changes

2

Teams signals

6

Zoom meetings

5

Asana tasks

10

Asana completed

4

Outcomes

5

Actions created

9

What mattered

Locked in the new offer, met three warm referrals, and stopped a few things that were draining focus.

What worked

Short daily outreach blocks + a clean follow-up list. The new onboarding script cut call time in half.

What didn’t

Too many ad experiments at once. We lost signal because everything changed at the same time.

Next week priorities

  1. Ship the new landing page
  2. Close 2 renewals
  3. Refine follow-up cadence

See it in action

See a live example of the Weekly Review, or enter The Desk directly.

FAQ

Is it read-only?

Yes. Moonshot only reads metadata.

Do I need to change my workflow?

No. Keep using Square as-is.

Can I share the review?

Yes, share links are built in.

How to summarize weekly Square activity