1┌─────────────────────────────────────────────┐
2│           BUSINESS REPORTS                  │
3├─────────────────────────────────────────────┤
4│                                             │
5│ 📈 PERFORMANCE REPORTS                      │
6│ ├── Weekly sales report                     │
7│ ├── Monthly KPI dashboard                   │
8│ ├── Quarterly business review               │
9│ └── Annual performance summary              │
10│                                             │
11│ 💰 FINANCIAL REPORTS                        │
12│ ├── P&L summary                             │
13│ ├── Cash flow report                        │
14│ ├── Budget vs actual                        │
15│ └── Expense breakdown                       │
16│                                             │
17│ 👥 TEAM REPORTS                             │
18│ ├── Team productivity                       │
19│ ├── Project status updates                  │
20│ ├── Resource utilization                    │
21│ └── Meeting summaries                       │
22│                                             │
23│ 🎯 MARKETING REPORTS                        │
24│ ├── Campaign performance                    │
25│ ├── Social media analytics                  │
26│ ├── Lead generation report                  │
27│ └── Customer acquisition cost               │
28│                                             │
29└─────────────────────────────────────────────┘

1Quick one-off reports → ChatGPT
2Spreadsheet-based → Rows.com
3Automated recurring → Make + Claude
4Enterprise scale → Narrative Science
5Data visualization → Akkio + AI

1┌─────────────────────────────────────────────┐
2│         AUTOMATED REPORT GENERATION         │
3└─────────────────┬───────────────────────────┘
4                  │
5Step 1: DATA COLLECTION
6│  ├── Google Sheets (sales data)
7│  ├── CRM (pipeline data)
8│  ├── Analytics (traffic data)
9│  └── Database (customer data)
10│
11Step 2: DATA AGGREGATION
12│  ├── Combine sources
13│  ├── Calculate metrics
14│  ├── Compare periods
15│  └── Identify trends
16│
17Step 3: AI ANALYSIS
18│  ├── Generate insights
19│  ├── Highlight anomalies
20│  ├── Provide recommendations
21│  └── Predict trends
22│
23Step 4: REPORT FORMATTING
24│  ├── Executive summary
25│  ├── Key metrics
26│  ├── Charts/tables
27│  └── Action items
28│
29Step 5: DISTRIBUTION
30│  ├── Email to stakeholders
31│  ├── Post to Slack
32│  ├── Save to Drive
33│  └── Update dashboard

1Sheet: Sales Data
2 
3| Date       | Product    | Quantity | Revenue | Region    | Rep      |
4|------------|------------|----------|---------|-----------|----------|
5| 2024-01-15 | Product A  | 50       | $5,000  | North     | Alice    |
6| 2024-01-15 | Product B  | 30       | $3,600  | South     | Bob      |
7| 2024-01-16 | Product A  | 45       | $4,500  | North     | Alice    |
8| ...        | ...        | ...      | ...     | ...       | ...      |

1Summary Sheet:
2 
3This Week Metrics:
4├── Total Revenue: =SUMIFS(Revenue, Date, ">="&WeekStart)
5├── Total Units: =SUMIFS(Quantity, Date, ">="&WeekStart)
6├── Avg Order Value: =Revenue/Orders
7├── Top Product: =INDEX(Product, MATCH(MAX(Revenue), Revenue, 0))
8└── Top Region: =INDEX(Region, MATCH(MAX(RegionRevenue), RegionRevenue, 0))
9 
10Week over Week:
11├── Revenue Change: =(ThisWeek-LastWeek)/LastWeek
12├── Units Change: =(ThisWeekUnits-LastWeekUnits)/LastWeekUnits
13└── AOV Change: =(ThisWeekAOV-LastWeekAOV)/LastWeekAOV

1You are a business analyst. Generate a weekly sales report 
2based on the following data:
3 
4**This Week (Jan 15-21, 2024):**
5- Total Revenue: $125,000
6- Total Units: 1,250
7- Average Order Value: $100
8- Top Product: Product A ($45,000)
9- Top Region: North ($52,000)
10- Top Rep: Alice ($38,000)
11 
12**Last Week (Jan 8-14, 2024):**
13- Total Revenue: $118,000
14- Total Units: 1,180
15- Average Order Value: $100
16- Top Product: Product A ($42,000)
17- Top Region: North ($48,000)
18 
19**Create a report with:**
201. Executive Summary (3-4 sentences)
212. Key Metrics Table with WoW change
223. Highlights (what went well)
234. Concerns (what needs attention)
245. Recommendations (action items)
256. Next Week Forecast
26 
27Use professional business language. 
28Include percentage changes where relevant.
29Format with clear headers and bullet points.

1# Weekly Sales Report
2## Week of January 15-21, 2024
3 
4### Executive Summary
5 
6Strong week with revenue up 5.9% to $125,000, driven by 
7continued strength in the North region and Product A 
8performance. All key metrics showed positive momentum, 
9with unit sales increasing 5.9% week-over-week.
10 
11### Key Metrics
12 
13| Metric            | This Week  | Last Week  | Change  |
14|-------------------|------------|------------|---------|
15| Total Revenue     | $125,000   | $118,000   | +5.9% ↑ |
16| Total Units       | 1,250      | 1,180      | +5.9% ↑ |
17| Avg Order Value   | $100       | $100       | 0%      |
18| Active Customers  | 312        | 295        | +5.8% ↑ |
19 
20### 🟢 Highlights
21 
22- **Revenue growth**: +$7,000 vs last week, marking 
23  third consecutive week of growth
24- **North region**: Continues to outperform, contributing 
25  42% of total revenue
26- **Alice (Top Rep)**: $38,000 in sales, 30% of team total
27 
28### 🟡 Areas of Attention
29 
30- **Product B**: Down 8% WoW, needs promotional support
31- **South region**: Underperforming at only 18% of revenue
32- **AOV flat**: Opportunity for upselling/cross-selling
33 
34### 📋 Recommendations
35 
361. **Product B promotion**: Launch 15% discount campaign 
37   to boost lagging sales
382. **South region focus**: Schedule coaching session with 
39   South team reps
403. **Upselling initiative**: Train team on bundle offers 
41   to increase AOV
42 
43### 📈 Next Week Forecast
44 
45Based on current trends and pipeline:
46- **Projected Revenue**: $128,000-$132,000
47- **Key opportunity**: Enterprise deal ($15K) expected to close
48- **Risk**: Holiday Monday may reduce selling days by 20%

1Schedule: Every Monday 8:00 AM
2 
3Module 1: Google Sheets
4│  Action: Get weekly data
5│  Range: Sales!A:F
6│  Filter: Date >= Last Monday
7│
8Module 2: Aggregate Data
9│  Calculate: Sum revenue
10│  Calculate: Count orders
11│  Calculate: Average order value
12│  Group by: Product, Region, Rep
13│
14Module 3: Get Last Week Data
15│  For comparison
16│
17Module 4: Claude API
18│  Prompt: [Report generation template]
19│  Include: This week + Last week data
20│
21Module 5: Create Google Doc
22│  Template: Weekly Report Template
23│  Insert: AI-generated content
24│  Add: Charts from data
25│
26Module 6: Convert to PDF
27│  Professional formatting
28│
29Module 7: Send Email
30│  To: leadership@company.com
31│  Subject: "Weekly Sales Report - [Date]"
32│  Attachment: Report PDF
33│
34Module 8: Post to Slack
35│  Channel: #sales-updates
36│  Message: Summary + link to full report

1{
2  "model": "claude-3-sonnet-20240229",
3  "max_tokens": 2000,
4  "messages": [
5    {
6      "role": "user",
7      "content": "Generate weekly sales report...\n\nData:\n[aggregated_data]\n\nLast Week:\n[last_week_data]"
8    }
9  ]
10}

1# Executive Dashboard
2## [Month] [Year]
3 
4### 🎯 KPIs at a Glance
5 
6| Metric | Actual | Target | Status |
7|--------|--------|--------|--------|
8| Revenue | $1.2M | $1.1M | ✅ 109% |
9| Profit Margin | 28% | 25% | ✅ 112% |
10| Customer Acquisition | 450 | 400 | ✅ 113% |
11| Churn Rate | 3.2% | 3% | ⚠️ 107% |
12| NPS Score | 72 | 70 | ✅ 103% |
13 
14### 📈 Trend Analysis
15 
16[AI-generated insights about trends]
17 
18### ⚡ Quick Wins This Month
19 
20[AI-identified successes]
21 
22### ⚠️ Watch Items
23 
24[AI-identified concerns]
25 
26### 📋 Strategic Priorities Next Month
27 
28[AI recommendations based on data]

1# Project Status Report
2## [Project Name] - Week [Week Number]
3 
4### Overall Status: 🟢 On Track / 🟡 At Risk / 🔴 Off Track
5 
6### Progress Summary
7 
8| Phase | Status | Progress | Due Date |
9|-------|--------|----------|----------|
10| Discovery | ✅ Complete | 100% | Jan 15 |
11| Design | 🔄 In Progress | 75% | Jan 30 |
12| Development | ⏳ Pending | 0% | Feb 28 |
13| Testing | ⏳ Pending | 0% | Mar 15 |
14 
15### This Week's Accomplishments
16 
17[AI summary of completed tasks]
18 
19### Next Week's Priorities
20 
21[AI-generated priority list]
22 
23### Blockers & Risks
24 
25[AI-identified issues]
26 
27### Resource Needs
28 
29[AI analysis of resource requirements]

1# Marketing Report
2## [Date Range]
3 
4### Campaign Performance
5 
6| Campaign | Spend | Leads | CPL | Conv% |
7|----------|-------|-------|-----|-------|
8| Google Ads | $5K | 250 | $20 | 4.2% |
9| Facebook | $3K | 180 | $17 | 3.8% |
10| LinkedIn | $2K | 45 | $44 | 6.1% |
11| Email | $0.5K | 120 | $4 | 8.5% |
12 
13### Channel Analysis
14 
15[AI insights on channel performance]
16 
17### Content Performance
18 
19| Content | Views | Engagement | Leads |
20|---------|-------|------------|-------|
21| Blog: AI Tips | 5,200 | 12% | 45 |
22| Video: Demo | 2,800 | 28% | 32 |
23| Webinar | 450 | 65% | 78 |
24 
25### Recommendations
26 
27[AI-generated optimization suggestions]

11. Create charts in Google Sheets
22. In Make.com, export chart as image
33. Insert into Google Docs report
44. Auto-update when data changes

1URL: https://quickchart.io/chart?c={config}
2 
3Config:
4{
5  "type": "line",
6  "data": {
7    "labels": ["Week 1", "Week 2", "Week 3", "Week 4"],
8    "datasets": [{
9      "label": "Revenue",
10      "data": [100000, 105000, 118000, 125000]
11    }]
12  }
13}

11. Import data to Rows
22. Use built-in chart functions
33. AI generates insights alongside
44. Export as PDF

1✅ DO:
2- Use consistent headers (H1, H2, H3)
3- Include executive summary first
4- Use tables for comparisons
5- Add ↑↓ indicators for changes
6- Color code: Green = good, Red = bad
7- Include action items
8 
9❌ DON'T:
10- Wall of text without structure
11- Too many metrics (focus on key ones)
12- Missing context (vs target, vs last period)
13- No recommendations
14- Data without insights

1Distribution List:
2 
3CEO/Executives:
4  - Frequency: Weekly summary, Monthly detailed
5  - Format: PDF attachment + key highlights in body
6 
7Department Heads:
8  - Frequency: Weekly
9  - Format: Full report + department-specific section
10 
11Team Members:
12  - Frequency: Daily/Weekly
13  - Format: Slack message with key metrics

1Channel: #weekly-reports
2 
3Message Format:
4━━━━━━━━━━━━━━━━━━━━━━━
5📊 Weekly Sales Report
6Week of Jan 15-21, 2024
7━━━━━━━━━━━━━━━━━━━━━━━
8 
9💰 Revenue: $125,000 (+5.9% ↑)
10📦 Units: 1,250 (+5.9% ↑)
11🏆 Top Product: Product A
12🌟 Top Rep: Alice
13 
14📎 Full Report: [link]
15━━━━━━━━━━━━━━━━━━━━━━━

1Report Type → Frequency → Best Time
2 
3Daily Metrics → Daily → 7:00 AM
4Weekly Summary → Monday → 8:00 AM
5Monthly Review → 1st of month → 9:00 AM
6Quarterly Report → End of quarter → 10:00 AM
7 
8Tip: Send before key meetings so stakeholders 
9can review beforehand.

1Report: Comprehensive Business Review
2 
3Data Sources:
4├── Google Sheets: Sales data
5├── HubSpot: Pipeline & leads
6├── Stripe: Payment metrics
7├── Google Analytics: Traffic
8├── Zendesk: Support tickets
9└── Slack: Team activity
10 
11Make.com Flow:
121. Pull data from all sources (parallel)
132. Normalize to common format
143. Aggregate key metrics
154. Send to Claude for analysis
165. Generate unified report

1AI Prompt for Cross-Functional Analysis:
2 
3"Analyze these datasets together and identify:
4 
51. Correlations:
6   - How does marketing spend relate to sales?
7   - How does support ticket volume affect churn?
8 
92. Leading Indicators:
10   - What predicts next month's sales?
11   - What signals potential churn?
12 
133. Bottlenecks:
14   - Where are customers getting stuck?
15   - What's limiting growth?
16 
174. Opportunities:
18   - Underserved segments
19   - Product expansion possibilities
20 
21Data:
22Marketing: [marketing_data]
23Sales: [sales_data]
24Support: [support_data]
25Product: [product_usage_data]"

11. Choose a report type for your work
22. Define sections needed
33. List metrics to include
44. Create template in Google Docs
55. Identify data sources

11. Write prompt for executive summary
22. Write prompt for insights generation
33. Write prompt for recommendations
44. Test with sample data in ChatGPT
55. Refine based on output quality

11. Create Make.com scenario
22. Connect Google Sheets data source
33. Add Claude AI module
44. Format output in Google Docs
55. Setup email delivery
66. Test end-to-end