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report-packPurpose, usage and source

Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being asked again. Runs on any single connected data source, or entirely from an uploaded CSV or XLSX. Use it when the owner asks for their report pack, their weekly or monthly numbers, "send me the usual report," "run my report pack," "set this up to come every Monday," or "I want these numbers on a schedule."

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
small-business/skills/report-pack/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Data
Last collected

License: Apache-2.0

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being asked again. Runs on any single connected data source, or entirely from an uploaded CSV or XLSX. Use it when the owner asks for their report pack, their weekly or monthly numbers, "send me the usual report," "run my report pack," "set this up to come every Monday," or "I want these numbers on a schedule."

How the upstream workflow works

Step 1 — The report pack (report-builder)

Invoke report-builder. It owns the spec, the data pull, the math, and the workbook — do not rebuild any of that here. Goes in: the owner's description of the pack, or the name of a saved one. Comes out: a chat summary, an XLSX workbook, and a saved definition. report-builder checks its saved definitions first. If the pack already exists, it reruns without re-interviewing the owner. If it does not, it builds the spec and confirms it once.

Upstream passage · L13 ↗

Step 2 — The context snapshot (business-pulse)

After the pack runs, invoke business-pulse for the same period. Goes in: the period the pack covered. Comes out: cash, sales trend, pipeline, watch list, and the one thing needing attention. The pulse is context, not a second report. It answers the question the pack always raises: the numbers moved, but is the business fine?

Upstream passage · L24 ↗

Step 3 — Deliver as one thing

One message, in this order: the pack summary, then the pulse in two or three lines, then the workbook. Ray Okonkwo at Okonkwo Mechanical gets his Monday pack — revenue by crew versus last year, AR aging, labor as a percent of revenue — and under it: cash at USD 61,400, two invoices past 60 days, one van still down. He reads both in ninety seconds and knows what Monday is. Never send two separate deliverables. A pack and a pulse arriving apart is two things to read; together it is one briefing.

Upstream passage · L35 ↗

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

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Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
35e0141f153564b132bd385442f2c126d38dd85732ff119cfc09debb300c9d35
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