Write the weekly client report without the Friday scramble
Five clients, five reports, every Friday. You paste the same charts into the same deck, rewrite the same narrative five times, and the one report that actually needed your judgment is the one you rushed at 6pm.
You paste the exports and Claude drafts the narrative in your format, calls out what moved, and keeps what you know separate from what you are guessing. Your remaining time goes to the one client whose numbers need a real conversation.
The prompt
Paste this into claude.ai and replace anything in brackets.
You are drafting this week's client status report. Use only the numbers I paste below. Never estimate a figure, never add a metric I did not give you, and never restate a number in a way that changes its meaning. Client: [client name] Reporting period: [dates] The numbers, pasted from our reporting tool: [paste the export or table here] Prior period numbers for comparison: [paste here, or write NONE] What we shipped this period: [bullet list] What is blocked, and who owns it: [bullet list] What is planned for next period: [bullet list] Write the report in this order: 1. A three sentence summary the client can read on a phone. 2. The numbers, exactly as I gave them, with period over period change calculated only from my figures. 3. For each metric that moved more than [threshold, for example 15 percent], one plain sentence on the likely cause, tied to something we actually shipped. Label anything uncertain as a hypothesis, not a finding. 4. Shipped, blocked, and next period as short bullets with named owners. 5. One clear ask, if we need a decision or an approval to keep moving. If anything in my notes is not supported by a number I pasted, do not write it into the report. Put it in a list at the bottom called CHECK BEFORE SENDING.
What to skip in agencies
- Anything your MSA or NDA does not clearly allow. Plenty of agency contracts restrict sending client material to outside tools without written approval, and some now carry specific AI clauses. Read the agreement, ask, and get the answer in writing before you paste a client's data. Your plan is part of that conversation: on Free, Pro, and Max accounts the model training setting is yours to control in Privacy Settings, while Team and Enterprise accounts sit under Anthropic's Commercial Terms instead.
- Any number in a client-facing report. Claude should never produce a metric, a percentage, or a dollar figure for you. Paste the export from your own reporting tool and let Claude write only the narrative around figures you supplied. One invented performance number in a client report costs you far more than the report saved.
- Live account work. In the browser, Claude cannot log into your ad platforms, project management tool, or time tracker, so it cannot pace a budget, reconcile hours, or tell you what happened in an account yesterday. It knows only what you paste into the chat.
Want all 4 workflows for agencies in your inbox?
Every prompt on this page plus the rest, so you still have them on Monday. One email, then four short ones on making it stick. Unsubscribe any time.
Or answer four questions and Claude writes three workflows for your specific business rather than the industry generally.
Before you try it
More for agencies
- Turn a discovery call into a scoped proposal
- Turn a vague client request into a real brief
- Turn one approved piece into a full channel set