Report Generation Workflows

Some deliverables recur. Weekly status reports. Monthly competitive briefs. Quarterly business reviews. Every time you produce one from scratch, you are wasting the work you did last time. Templated report workflows solve this by encoding the structure, data sources, and quality criteria into a repeatable pipeline.

A templated workflow has three components. First: a report template that defines sections, expected content per section, and formatting rules. Second: data source specifications — where the agent should look for this week's numbers, this month's events, this quarter's metrics. Third: QA criteria specific to the report type — a weekly status update has different quality requirements than a quarterly board deck.

The workflow looks like this in practice. You trigger the report workflow — ideally via a queued prompt or a saved skill. The pipeline spins up data collection agents that pull from specified sources. A drafting agent consumes the collected data and fills the template. A QA agent checks the populated report against the template's quality criteria. The output is a formatted report ready for review.

The key insight is that the template evolves. After your first weekly report, you review it and note what was missing. "Add a section on pipeline changes." "Include the top 3 risks." "The executive summary should be 100 words, not 300." Each correction feeds back into the template. By week four, the template has been refined through four cycles of feedback and the reports are consistently hitting the mark without manual intervention.