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  • Systems and back office
  • Automation

Weekly report automation

Plan an automation that collects the same figures every week and drafts a short report for a person to review.

Start with this template

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Opens the planner with this template filled in. Nothing is saved unless you choose to.Carries the template guidance into the prompt helper in this tab. An existing prompt asks before replacement. Use Copy outline to include your answers.

Guidance only — opening a template runs nothing, saves nothing and grants no permission.

Suits

  • People who copy the same figures into a report every week
  • Team leads who want a consistent weekly summary

Result

Define the data sources, the schedule, the report layout and the review step so an AI assistant can build an automation that drafts the report but never sends it unchecked.

Example outcome — a list of data sources with the access each needs, the schedule, a report template, the review-and-send step, and what happens when a source fails. This is an example plan, not a running automation.

Steps

  1. List each figure, its source and the exact rule for calculating it.
  2. Give the automation read-only access to each source, and nothing more.
  3. Write the report template: a short summary and the figures compared with last week.
  4. Make the automation create a draft for review; a person sends it.
  5. Ask the assistant for a first version, run it on last week's data, and compare it with the report you made by hand.

Checks

  • The draft matches last week's hand-made report for the same data.
  • Nothing is sent without a person reviewing it.
  • A failed source is reported in the draft, not skipped silently.
  • The automation has read-only access to its sources.

Limits

  • Automations need credentials; keep them in the tool's secret settings, never in the report or its template.
  • If a source changes its format, the automation can break silently unless it reports failures.
  • This is planning guidance: it does not build, publish, send, or run anything.
Before you start
  • Read access to each data source, granted through its own settings
  • An agreed definition for every figure in the report
Permissions
  • None. This template does not request filesystem, network, shell, secret, or account access.
Your answers

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Technical details

Version and content hash identify the reviewed wording of this template.

Template version:
v1
Content hash:
sha256:b9f26c85292f0047cc45cd0a3eac58eff6f62e1bddf1d719b833d63039799bac
Provider compatibility
Not verified for any target. Codex: Unverified · Claude: Unverified · LM Studio: Unverified

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