All AI use cases For client work

Get 3 new AI use cases every weekday

One full use case with its copy-paste prompt, plus 2 quick picks. Free, and one click to unsubscribe.

You're in. Watch your inbox on weekday mornings.

Wow your clients

Send every client a polished monthly report from one data export

It compares this month to last month by itself and writes the 'what this means' line clients actually read.

About 45 minutes to set up, then 10 minutes per client each month Advanced

A sample of what you get back, made with AI.

Your prompt

Fill in your details. Skip any you like.

Claude opens with your prompt already typed in. It's copied too, just in case.

The prompt that gets copied

Build me a Claude skill called monthly-client-report. I'm [YOUR BUSINESS, e.g. a social media manager for shops]. I've attached a report I'm proud of and a sample data export. Learn my sections, order, tone and chart style from the report. When I give the skill a client's new export, and last month's report if I have it, it should read the numbers, compare them to last month and build a report with a three-line summary at the top, a chart for each key number, the top three wins, anything that dropped with a likely reason marked as a guess, and three next steps aimed at [NEXT MONTH FOCUS, e.g. more booked calls from Instagram]. Write in plain words a busy owner understands. Never make up a number. If a column is missing or unclear, ask me. Save the result as a Word document that matches the look of my attached report.

Turn your client report into a Claude skill with your sections, tone and look. Each month, drop in a client's data export and get a report with charts, wins and next steps in your format.

Step by step

  1. Turn on Code execution in Settings, then switch on skill-creator in Customize, then Skills.
  2. Open a new chat, attach your best past report and one data export, then paste the prompt.
  3. Answer Claude's questions, then save the skill it builds.
  4. Start a chat each month, attach a client's export and last month's report, and ask for the report.
  5. Check every number against the export before you send it.

What you'll get

A saved report skill that turns any client's export into a consistent, charted monthly report in your format.

Works on any Claude plan with Code execution on. Strip out client details the report doesn't need before you upload.

Made for
Consultants, Small business owners, Creators
Works in
Claude

Frequently Asked Questions.

Which AI tools does this work in?

It works in Claude. On this page, Claude opens with your prompt already typed in. Works on any Claude plan with Code execution on. Strip out client details the report doesn't need before you upload.

How long does it take?

About 45 minutes to set up, then 10 minutes per client each month. It's rated "Advanced". There are 5 steps, listed above.

What do I need before I start?

Just your details for 2 blanks: your business and next month focus. You can skip any, and your AI will ask for them.

What will I get back?

A saved report skill that turns any client's export into a consistent, charted monthly report in your format.

Find more like this in For client work, For content creators, For small business and For consultants.

More ways to wow your clients.

See all 50 ways to wow your clients