# Build a weekly business reporting assistant

By Hammad Yousuf

https://withhammad.com/resources/ai-business/ai-weekly-report

## Who this is for
An operations team preparing a recurring performance report

## Problem
Teams spend time consolidating approved exports and explaining movements, while missing periods can distort comparisons.

## A concrete pilot offer
A reporting workflow that computes metrics in code, labels missing data and drafts an evidence-linked summary for review.

## Build steps
1. Define source, period, time zone and metric meanings with the client.
2. Validate both comparison periods and reconcile source totals.
3. Compute changes in code, including zero-denominator and missing-data cases.
4. Ask the model to narrate only the supplied results, with caveats and row references.

## Synthetic worked example
Synthetic report: current period has 120 completed jobs; the previous period export is absent. The valid output is “comparison unavailable”, not “growth of 120%”.

## Full prompt
```text
Write an internal weekly summary using VERIFIED METRICS only. Preserve the period, units and definitions. Cite each metric_id next to the claim it supports. If prior-period data is missing, say comparison unavailable. Distinguish observations from hypotheses; do not assert causal explanations without supplied evidence. Do not recommend spending changes as if approved.

VERIFIED METRICS: [computed values, metric_id, source, coverage]
KNOWN CONTEXT: [documented facts]
OUTPUT: summary, evidence_map, data_gaps, questions_for_owner
```

## Acceptance checks
- Missing data is distinguished from zero.
- Every number links to a computed field.
- The narrative does not invent a cause for a change.

## Measure
Preparation time and material correction count

## Commercial scope
Agree the input volume, permitted data, exact output, integration access, reviewer, test cases, handover and maintenance responsibilities. Estimate effort, software/API costs, review time and support before quoting. These are service ideas and teaching templates, not evidence of demand or earnings.

## Engineering detail
https://withhammad.com/resources/ai-engineering/agent-trace-review