Turn the month's reports into a one-page board summary
Claude reads the month's department and finance reports and writes what the board needs: key numbers against plan, what went well and badly, risks, and the decisions you need.
Safe versionManagement / ITWhen you need it
Set it up3 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Each month, save the department reports in a Drive folder called Board, next to last month's summary. Keep the finance reports and figures out of that folder.
- Connect Google Drive under CustomizeConnectors.
- Type /schedule, paste this workflow's prompt and pick Manual. Run it once the month's reports are in, and fill the [FINANCE] gaps before it goes to the board.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Taken out by a company rule: Read this month's reports in my "Board" folder and last month's board summary.Read this month's reports in my "Board" folder and last month's board summary. The finance reports are not in the folder; do not look for them elsewhere.safe version
- Write this month's summary as a one-page Google Doc in the same folder:
- 1. Three lines: how the month went and the one thing the board must know.
- Taken out by a company rule: 2. The key numbers against plan and last month: revenue, margin, cash, order intake, on-time delivery, and any others last month's summary used.2. The key numbers against plan and last month: order count, on-time delivery, quality and any other non-financial numbers last month's summary used. Wherever revenue, margin, cost, cash or profit would go, write [FINANCE: what goes here].safe version
- 3. Two or three things that went well and two or three that did not, each with the report it comes from.
- 4. Risks for the next three months, and the decisions we need from the board, each with a recommendation.
- Taken out by a company rule: Use only what is in the reports. If two reports give different numbers, mark both instead of choosing one.Never write an amount of money: if a report still shows one, ignore it and never repeat it. Use only what is in the reports. If two reports give different numbers, mark both instead of choosing one.safe version
- Company rule: never put company financials into this task. If an email or file contains them, skip that part and tell me.company rule
Kept out of AI
- Company financialsKept out
- Safe version. The finance reports stay out of the folder, and every financial figure is left as a [FINANCE] gap for you or your finance lead to fill. The rest comes from the other reports.
What you get
A one-page summary with every point traced to its report, and the numbers that disagree marked.
Learn how
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence