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Turn spreadsheet data into a weekly metrics report that someone signs off before sending

Business automationKINDA1 method

KINDA — AI can help, with a person in the loop.

1 method on the page: 1 agent.

Use cases

Methods

Draft a weekly KPI report automatically and send it only after approval

agent

Steps

  1. Write the KPI definitions. Agree each KPI in one line with the column, filter and week boundary. Pick the time zone on purpose. Check: Two people read the definitions and compute the same number for last week.
  2. Build the script and checks. Paste the prompt. The agent writes code that loads sources, computes KPIs and prints data checks. Check: The script prints rows loaded, rows dropped with reasons, and the KPI table.
  3. Test against a week you already know. Run it on a past week where you have trusted numbers. Fix definitions until they match. Check: Every KPI matches your trusted numbers, or you know why it differs.
  4. Review the commentary. Read the three sentences. Remove any cause the data does not show. Check: Every claim in the commentary points to a number in the table.
  5. Schedule the run and the draft. Run it weekly and save the result as a draft to the approver. Do not wire it to send. Check: On Monday a draft is waiting with the right week dates in the title.
  6. Approve and send. The approver reads the data checks first, then the numbers, then sends. Check: The sent report has no DO NOT SEND flag and matches the draft.
  7. Optional: The source includes an agent prompt and a list of what goes wrong; they are linked there, not copied here.
  8. Note: Steps quoted from the Agents Handbook (CC BY 4.0). Works with Claude Code, Claude, n8n or ChatGPT. The report is drafted automatically but never sent without approval.
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---
name: "build-a-weekly-kpi-report-for-approval-method"
description: "Use when you need to Turn spreadsheet data into a weekly metrics report that someone signs off before sending. Draft a weekly KPI report automatically and send it only after approval"
---

# Draft a weekly KPI report automatically and send it only after approval

Job: [Turn spreadsheet data into a weekly metrics report that someone signs off before sending](https://aiagents.org/canai/build-a-weekly-kpi-report-for-approval)

## Need

- AI agent

## Steps

1. Write the KPI definitions. Agree each KPI in one line with the column, filter and week boundary. Pick the time zone on purpose. Check: Two people read the definitions and compute the same number for last week.
2. Build the script and checks. Paste the prompt. The agent writes code that loads sources, computes KPIs and prints data checks. Check: The script prints rows loaded, rows dropped with reasons, and the KPI table.
3. Test against a week you already know. Run it on a past week where you have trusted numbers. Fix definitions until they match. Check: Every KPI matches your trusted numbers, or you know why it differs.
4. Review the commentary. Read the three sentences. Remove any cause the data does not show. Check: Every claim in the commentary points to a number in the table.
5. Schedule the run and the draft. Run it weekly and save the result as a draft to the approver. Do not wire it to send. Check: On Monday a draft is waiting with the right week dates in the title.
6. Approve and send. The approver reads the data checks first, then the numbers, then sends. Check: The sent report has no DO NOT SEND flag and matches the draft.
7. Optional: The source includes an agent prompt and a list of what goes wrong; they are linked there, not copied here.
8. Note: Steps quoted from the Agents Handbook (CC BY 4.0). Works with Claude Code, Claude, n8n or ChatGPT. The report is drafted automatically but never sent without approval.

## Credit

Method author Agents Handbook editors (CC BY 4.0)
Source: https://agentshandbook.com/p/build-a-weekly-kpi-report-for-approval

Method author Agents Handbook editors (CC BY 4.0)Source

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