Choose the job
Choose for a report that leads to a concrete next decision. Compare the examples below, prepare your own material and review the requirements before installing.
Executive decks
Client Reporting Skills for AI agents
Choose for a report that leads to a concrete next decision. Compare the examples below, prepare your own material and review the requirements before installing.
Works in
Pick a client reporting Skill to start with
Three decisions before you build
The numbers change every month; the format shouldn't. A Skill fixes the format, so your agent only swaps in new data.
Check the inputs
Gather approved copy, source files and the output constraints. Mark missing material before asking the agent to fill the layout.
Define the review
State the reporting period, metric definitions, next steps and owners.
Find client reporting Skills for your role
Each role page picks the Skills that fit that job best.
Work from a small first result
Three steps in Claude Code, Codex or Cursor. No design app needed.
- 1
Inspect the package
Download after obtaining access. Read SKILL.md and identify the dependencies and any outside costs.
Download the ZIP from this Skill page, extract it, and follow SKILL.md. - 2
Brief one small result
Ask your agent for one draft focused on a report that leads to a concrete next decision. Supply the source material instead of relying on sample facts.
/bs-cobalt-system-deck Turn these results into a concise client report with insights and next steps. - 3
Review, then expand
State the reporting period, metric definitions, next steps and owners.
deck.html → .pptx
A useful brief has three parts
| Part | What to specify |
|---|---|
| Outcome | a report that leads to a concrete next decision |
| Evidence | Your approved source material, with missing facts marked. |
| Review | State the reporting period, metric definitions, next steps and owners. |
Every Skill, one plan
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Most popularYearly
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- New Premium Skills included
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US$159.00 one-time
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- Secure browser-authorized CLI access
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- New Premium Skills included
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Cancel anytime. Payments are non-refundable.
Client reporting Skills FAQ
Can AI turn a spreadsheet into a client report?
Yes. Give your agent the spreadsheet or CSV, say how each metric is defined and which date range to use, and a chart or report deck Skill builds from it. Keep those definitions in the brief so the figures stay exact.
Should a QBR or monthly report be a deck or a chart page?
Use a deck when you present it live and want a decision in the room, and a chart page when the client reads it alone. For slide formats, browse presentation Skills.
Will the Skill check my numbers?
No, so don't rely on it. Reconcile the final figures against your source system before the report goes out.
Is it safe to use confidential client data?
Share only what the report needs and follow your client agreement. Remove names and identifiers where you can, and check whether any tool the Skill calls sends data to an outside service.
Explore other use cases
Find the right Skill for your next client report
Reports, summaries and review decks, ready for the meeting.
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