Creating Reports

Tutorial: Complete a Weekly Report in 10 Minutes

Let AI handle your repetitive report writing. Automate the entire process of gathering data from multiple files, analyzing it, and organizing it into a report.

Scenario

Every Friday, you need to compile weekly performance files from Sales, Marketing, and CS teams into an executive report. This used to take 2 hours.

Getting Started

Step 1: Open Workspace

Open the folder containing performance files as a workspace. Click Open Workspace at the top and select the folder.

Step 2: Request Analysis

Start with a simple request:

"Analyze this week's performance files and summarize sales by department"

The AI reads all Excel and CSV files in the folder and consolidates the data.

Step 3: Generate Report

Once analysis is complete, request the report:

"Create a weekly executive report from the analysis. Include summary, department performance, and week-over-week changes. Save as PDF."

The AI creates the report and saves it as PDF. Click the generated file link to review immediately.

Step 4: Request Revisions

Review the content and modify as needed:

"Add charts and include an issues section"

The AI updates the report.

Save as Skill

If you do this every week, save it as a skill:

"/skill-creator"

The AI analyzes your conversation and creates a reusable skill. Next week, just run /weekly-report and you're done.

You Can Also

• "Compare with last month's report and analyze trends"
• "Create an English version too"
• "Add a one-page executive summary at the beginning"
• "Create a summary for sharing on Slack"