DepartmentActivev2.3

Monthly Client Report Builder

Assembles the monthly client performance report from raw metrics into a narrative, on-brand deliverable.

BCCreated by Ben Carter · Head of Client Services

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All required apps are connected and you have access to every prerequisite. Run it from your AI client via the Knac MCP.

Try it in your AI client

Paste this into Claude, ChatGPT, or any client connected to the Knac MCP — it invokes this skill by name.

Utilizing the knac skill "Monthly Client Report Builder", generate a finished monthly client report based on the details below.

My inputs:
[ Account metrics export, prior-month report, account goals. ]

Context

Run at month-end for every retained account to produce the standard performance report.

Inputs

Account metrics export, prior-month report, account goals.

Process

Normalizes the metrics, computes month-over-month deltas, writes a narrative summary with wins and next steps, and formats it to the standard report layout.

Output

A finished monthly client report.

Deployment paths

Claude Web
Workflow

Permissioning

Scope: Department
Who can use: My department
Who can promote: Ben Carter & approvers

Measurement

Uses

168

Reuse frequency

Hours saved

266

Est. value

$25,270

Hours derived from 168 runs × 95 min, valued at a $95/hr blended rate.

Satisfaction

4.5 / 5 · 101 ratings

562

428

311

Collected by your AI client via the Knac MCP after each run.

Dependencies

Required knowledge

Required capabilities

AI clients

Claude
ChatGPT

App connectors

HubSpot
Google Drive

Builds on

None

Attribution

Ben Carter

Creator · Head of Client Services

Tom Bradley

Contributor · Account Manager

Nadia Petrov

Contributor · Head of Data & Analytics

Where used: My department
Reuse count: 10 reuses · 168 runs
Who benefited: Ben Carter + 3 collaborators

Version history

v2.3
Current version
v2.2
Revision
v2.1
Revision
v2.0
Revision
v0.1
Initial draft