Prompt Library ⚡ Productivity Automated Weekly Reporting Agent
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.

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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]

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