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Client Report Builder

Produces a branded performance report for a client, ready to send.

by indranilbanerjee · ★ 909 on GitHub

View on GitHub ↗ How to install it

What it does

You pick a client, a report type such as weekly or monthly, and a date range. Claude pulls together key metrics, channel performance, and recommendations in the agency's own voice, then holds the report for your approval before it goes out by email, Slack, or spreadsheet.

Who it’s for

A good fit for marketers, founders and anyone promoting a business, people who run the day-to-day of a business and anyone working with Word, PDF, Excel or PowerPoint files.

Marketing Operations & Admin Documents & Office Files

Do you need to code?

No. You can use this without writing or editing any code.

How to install

Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.

Safety note

Runs bundled scripts on your computer; can send the finished report by email, Slack, or to a shared spreadsheet once you approve it.

As with any add-on, only install skills from sources you trust, and read what it does first.

License

MIT

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