← Reporting & Business Snapshot

Build it yourself

Implementation instructions

Everything here is meant to be genuinely actionable—hand it to yourself, a developer, or your own AI coding tool. Nothing is held back to push you toward hiring us.

Setup checklist

  • 1.List the 3-5 numbers you'd want in a weekly snapshot
  • 2.Confirm which tools hold each number

Implementation sequence

  • 1.Schedule a weekly pull from each connected tool
  • 2.AI assembles the numbers into a short written summary with what changed since last week
  • 3.Summary delivers automatically to email or Slack

Architecture

  • Schedule Trigger → pull from each source → AI assemble → deliver

AI instructions

Claude/ChatGPT instructions for the snapshot

Instructions / Skill content

Turn this week's numbers into a short business snapshot: 4-6 sentences, plain language, no jargon. Lead with what changed most since last week. If a number is missing, say so instead of omitting it silently.

Automation logic

Weekly data pull

  1. 1.Weekly pull from each source
  2. 2.If a source fails to return data, flag it in the summary rather than skipping it

Integration instructions

  • 1.Use each tool's reporting API or a native Zapier/n8n integration

Testing procedures

  • 1.Compare the generated summary against a manual pull for one full week

Failure handling

  • 1.If a data source is down, send the summary anyway with that section marked unavailable

Maintenance checklist

  • 1.Revisit which numbers matter every couple of quarters as the business changes

Ready-to-use prompts

Paste these into Claude, ChatGPT, Cursor, or Claude Code to get started immediately.

Claude / ChatGPT prompt

Create a saved prompt 'Weekly Business Snapshot' using the instructions above.

Cursor / Claude Code prompt

Build an n8n workflow: Schedule Trigger → parallel fetch from [QUICKBOOKS/STRIPE/CRM] APIs → merge → Claude summarize node → send via email/Slack.

n8n workflow design

Schedule Trigger → Fetch (parallel) → Merge → Claude Summarize → Send

Rather have us build it?

Same system, no extra discovery call—we already know the scope.

Have Workflowr Build This