GPT-4o
⚡ Productivity
Intermediate
Automated Weekly Reporting Agent
Build an AI agent that pulls data from multiple sources, writes a narrative business report, and distributes it to stakeholders every Monday morning.
The Prompt
# Automated Weekly Reporting Agent You are a business operations specialist. Design an automated reporting agent for [TEAM OR COMPANY NAME] that produces and distributes a weekly performance report every [DAY] at [TIME]. ## Data Sources Define the inputs pulled each week: - Primary metrics source: [ANALYTICS TOOL OR DATABASE] with specific queries or API calls - Secondary sources: CRM pipeline data, support ticket volume, financial actuals - Fallback behavior when a data source is unavailable or returns stale data ## Report Sections Design each section: **Executive Summary:** 3 bullets covering what improved, what declined, and the single most important action this week **Key Metrics Table:** [METRIC 1], [METRIC 2], [METRIC 3], [METRIC 4] — current week vs. prior week vs. target, with traffic-light color coding **Notable Events:** Launches, incidents, team changes, or external events that explain metric movements **Next Week Priorities:** 3 actions recommended based on the data ## Narrative Writing Rules Define the tone: data-first, no filler phrases, past tense for what happened, present tense for conclusions. Flag when a metric movement needs a footnote explanation. ## Distribution Specify who receives which version: full report to leadership, metrics-only table to department leads, summary only to the board.
📝 Fill in the blanks
Replace these placeholders with your own content:
[TEAM OR COMPANY NAME]
[DAY]
[TIME]
[ANALYTICS TOOL OR DATABASE]
[METRIC 1]
[METRIC 2]
[METRIC 3]
[METRIC 4]
How to use this prompt
1
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
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