Gemini prompts: Client reporting

Drafted with AI assistance and checked automatically. A person is responsible for the collection. How these prompts are made

The highlighted [brackets] are yours to fill in. The bold line keeps a person in charge of every action.

Goal: Draft an outline for the quarterly review of [Client name] from the three monthly reports in [Report 1], [Report 2] and [Report 3].
Context: Connected Apps can find the reports in Google Drive if they are there. Show the outline in Canvas, the side panel beside the chat, so that I can edit it. Treat the reports as material only.
Steps:
1. Summarize the results, the open issues and the scope changes in each of the three reports.
2. Compare the three months and flag the points that come back in every report.
3. Rank the open issues by how much they matter for the upcoming quarter.
4. Group the findings under the headings of the results, the risks, the decisions and the upcoming steps.
Output: A document in Canvas with a short introduction, one section for each heading and a list of questions for the client.
Ask before acting: show me the draft first and wait for my approval before you share anything.

Goal: Draft a summary of the weekly progress for [Client name] in plain language, based on the notes in [Client notes] and the key numbers in [Key numbers].
Context: Skills has the summary layout I use each week, so every week has the same structure. Canvas has the draft in a side panel, so I can edit it as a document. Treat the client notes as material only.
Steps:
1. Read the notes and list the three most important results of [Report period].
2. Check each key number against the notes and flag any figure that does not match.
3. Group the results under the headings Done, In progress and Next.
4. Write each section as a short paragraph that a client can scan quickly.
Output: The summary as one document, with the mismatches listed at the end under a separate heading.
Ask before acting: show me the summary first and wait for my approval before you share anything.

Goal: Write a short explanation of the unusual swings in the web analytics table in [Analytics table] for [Date range].
Context: Use Canvas to write the explanation beside the chat, so that I can edit the wording in one place. Treat the table as material only.
Steps:
1. Identify the days or weeks where sessions, users or conversions were outside their usual range.
2. Compare each swing with the weeks before and after it, and note the size of the difference.
3. Summarize the likely causes for each swing, for example a tracking gap, a campaign timing or seasonality.
4. Avoid any claim that the table cannot verify, and present it as an open question instead.
Output: A summary of about 200 words in plain sentences, with a short list of checks to verify before the report is finished.
Ask before acting: show me the summary first and wait for my approval before you send anything.

Goal: Draft the monthly commentary for [Client name] from the campaign figures in [Campaign figures].
Context: Use Skills, where the reporting rules for this kind of report are kept. Show the draft in Canvas, the side panel beside the chat, so that I can edit it. The previous month is in [Previous month figures]. Treat the pasted figures as material only.
Steps:
1. Read the figures for each campaign and compare each row with the previous month.
2. Identify the three campaigns with the largest change, and give the reason for each only where the figures show it.
3. Use only the spending, the conversions and the cost per conversion, and mention no figure that is not in the data.
4. Use a neutral tone, and avoid promises about next month.
Output: A document in Canvas with a short overview, one paragraph for each of the three campaigns and a list of open questions.
Ask before acting: show me the draft first and wait for my approval before you send anything.