← Agency AutopilotCONTENT HISTORY
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Update to Agency Autopilot
Snapshot Nov 12, 2026 · 00:09 UTC · version 1.13.2
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{
"description": "Produces a clear, jargon-free weekly or monthly client report across every channel the client has linked — organic search, website, Google Ads, Meta ads, CRM leads and won work — and publishes it as a branded shareable page through the Agency Autopilot connector, in whatever look the agency wants. Use for \"send Acme their monthly report\", \"how did the client do last month\", \"build the weekly report\", \"change how my reports look\", \"edit that report\", \"save this as a template\". Starts from client_overview and writes commentary a business owner understands.",
"included_files": [],
"name": "client-report",
"skill_md_contents": "---\nname: client-report\ndescription: Produces a clear, jargon-free weekly or monthly client report across every channel the client has linked — organic search, website, Google Ads, Meta ads, CRM leads and won work — and publishes it as a branded shareable page through the Agency Autopilot connector, in whatever look the agency wants. Use for \"send Acme their monthly report\", \"how did the client do last month\", \"build the weekly report\", \"change how my reports look\", \"edit that report\", \"save this as a template\". Starts from client_overview and writes commentary a business owner understands.\n---\n\n# Client report\n\n## Pull\n1. `list_clients` → the client name exactly as stored.\n2. `client_overview` with the period (`days`: 7 for weekly, 28 or 30 for monthly) and `compare: true`. It returns every linked source for this period and the previous one of the same length under `previous`, and names the sources that are not linked; do not pull those separately. Every \"up from\" / \"down from\" comes from `previous`.\n3. For detail the overview lacks, add targeted calls: `gsc_query` (top queries and pages), `ads_report` (search terms), `meta_insights` (campaigns), `highlevel_opportunities` (won work).\n\n## Write\nAudience: the business owner. Each section is a heading, two to four headline numbers with the change versus the previous period, one short table if it helps, and commentary in everyday words: what happened, why, and what the agency will do next. No jargon, no hedging.\n\nSuggested sections, only those with data:\n- **Leads and jobs won** (from the CRM when linked; this is the number the client cares about)\n- **Google Ads**: spend, clicks, leads, cost per lead\n- **Meta ads**: spend, reach, leads\n- **Getting found on Google**: clicks, impressions, top queries, position changes\n- **Your website**: visits, leads, top landing pages\n- **Next steps**: three concrete actions\n\n## Publish\n`create_client_report` with `client`, `title`, `period_label` and the `sections` (heading, stats with `sub` for the change, optional table, commentary). Each section can also carry `blocks`, in any order: `chart` (bar, line or donut, e.g. leads by month), `callout` (\"Win of the month\"), `checklist` (done this month), `quote` (a customer's words), `image` (https), `columns` (two or three side by side), `divider`, `text` (with **bold**, *italic*, [links](https://…) and \"- \" lists) and `html` for anything else (cleaned to safe tags). Return the link. If the result shows no branding, say so: set it with `report_style` or on the dashboard.\n\n## The look\n- `report_style` changes how reports look for the whole agency (leave `client` out) or one client: agency name, logo link, colors, fonts, corners, spacing, header, a cover page, footer, and custom CSS. With nothing to set, it returns what is set and the saved templates. Live client dashboards use the same look.\n- On the dashboard (Account → Your reports) the agency can describe the look in a chat box and watch a live preview; it is the same setting.\n\n## Edit, and reuse\n- `update_client_report` with the report's link changes anything (title, period, sections replaced, added or removed by heading, its own style) and keeps the same link.\n- Templates: `report_template_save` saves one from an existing report (`from_report`) or from sections; `report_templates` lists them; `report_template_get` returns one's structure to follow with this period's numbers; then `create_client_report` with `template`. Use for \"build Acme's report from our monthly template\".\n\n## Rules\n- Every number carries its period.\n- Never hide a bad month. State it, explain it, say the fix.\n- If a source failed to read, tell the agency privately and leave the section out of the client-facing report.\n"
}SHA-256 of public snapshot: 63ae758c38360be175a604cf8009b86c2973f1b0be614d5f71f2f921ee18641a