The weekly report factory

Build-along · ~12 min at your own keyboard

Chain the last two lessons: data from the sheet + the document skill = a formatted weekly report generated on command. Author the template once (sections, what goes where, tone), then the factory fills it every week.

The long version: Reports from sheet data ↗

Do this

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Checkpoints

▸You should now see a template with four sections or fewer.
▸You should now see a dated .docx built from this week's rows.
▸You should now see each headline number traced to its source rows.
▸You should now see your edits made in the template, not the finished report.

The three ways this goes wrong

The numbers in the report do not match the sheet. — Ask Claude to print the rows it used and total them. Fix the formula in the directive, then redo the reconciliation table.
The report is too long. — Cap each section in the template at a set number of lines.
You fixed the report but next week has the same problem. — Change the template or directive, then regenerate.

Share what happened

Paste your template's section list, the reconciliation table for the headline numbers, and any explanation it wrote with your 'shown' or 'to confirm' label.

Strip API keys, passwords, and tokens before you paste. Swap them for [KEY].

🔒 Don't paste confidential, personal-health, or payment info.