Back to Cookbook

Report Autopilot

Monday morning reports that write themselves

Automates the entire weekly/monthly reporting pipeline — runs the queries, populates the template, generates a narrative summary, flags anomalies, and emails/Slacks the finished report. You review it instead of building it.

CommunitySubmitted by CommunityWork10 min setup

INGREDIENTS

✉️Email💬Slack📄Google Docs📅Calendar

PROMPT

Create a skill called "Report Autopilot". I'll give you: (1) A report template (Excel, PowerPoint, Google Sheets, or Google Slides). (2) The SQL queries that produce the data for each section. (3) A schedule (e.g., every Monday at 7am). (4) Distribution channels (email addresses, Slack channel). On schedule, the skill should: run all queries, populate the template with fresh data, generate a narrative summary for each section (comparing to prior period, noting trends, flagging anomalies), assemble the final report, and optionally send it for my review or distribute directly. For each KPI, compare to the previous period and flag anything more than 2 standard deviations from the trailing average. Include the anomaly flags prominently in the narrative.

How It Works

The dreaded Monday morning routine: run 6 queries, paste results into Excel,

format the tables, copy charts into a slide deck, write the narrative, email

it out. Repeat weekly for years. This skill automates the entire pipeline so

the report arrives in your inbox ready to review.

What You Get

  • Scheduled query execution against your data warehouse
  • Template population (Excel, Google Sheets, PowerPoint, or Google Slides)
  • Auto-generated narrative summaries ("Revenue was up 5% MoM, driven by...")
  • Anomaly detection with callouts ("Marketing spend was 2x higher than the 30-day average")
  • Distribution via email or Slack on schedule
  • A human review step before distribution if desired

Setup Steps

  1. Ask your Claw to create a "Report Autopilot" skill with the prompt below
  2. Provide your report template and the SQL queries that feed it
  3. Configure the schedule (e.g., every Monday at 7am)
  4. Set distribution channels and recipients
  5. Optionally enable the review step for human sign-off before sending

Tips

  • Start with one report and add more as you trust the output
  • The anomaly detection is the highest-value feature — it catches things you'd miss at 7am
  • Keep the narrative editable — the auto-generated version is a draft, not gospel
  • Works with Excel (.xlsx), PowerPoint (.pptx), Google Sheets, Google Slides, and Markdown
Tags:#reporting#automation#scheduling#productivity