Internal Reporting Agent

---
name: internal-reporting-agent
description: Gives an agent the ability to gather data from multiple business tools, generate analysis reports, and distribute them via email or Slack on a schedule.
inputs:
  - data_sources: List of APIs to query (GA, Stripe, HubSpot, etc.)
  - report_schedule: When and how often to generate reports
  - recipients: Who should receive the reports
  - report_sections: What to include (summary, metrics, highlights)
outputs:
  - daily_report: Formatted HTML report with analysis
  - metric_dashboard: Key metrics over time
  - alert_notifications: Notable changes or anomalies
tools:
  - openai: Data analysis and report writing
  - resend_api: Email distribution
  - google_analytics: Web traffic data
  - stripe: Revenue and billing data
  - hubspot: Sales and marketing data
safety:
  - Store API tokens encrypted, never in prompts
  - Handle API failures gracefully with partial reports
  - Limit report to 5 sections max for readability
  - Test each data source integration individually first
---

# Internal Reporting Agent Skill

Gather data from multiple business tools, generate analysis reports, and distribute them via email or Slack on a schedule.

## When to Use

- You want daily business metrics without manual gathering
- You need AI-generated analysis of your business data
- You want automated team reports every morning
- You want alerts when key metrics change significantly

## How It Works

1. **Collect**: Query all configured data sources in parallel
2. **Analyze**: Use AI to find trends, anomalies, and insights
3. **Generate**: Write report with summary, metrics, highlights, action items
4. **Format**: Render as responsive HTML email or Slack message
5. **Distribute**: Send to configured recipients at scheduled time
6. **Alert**: Flag significant changes (revenue drop, spike in signups)

## Example Prompt

"Set up a daily report that gathers data from Google Analytics, Stripe, and HubSpot every morning. Generate a 3-paragraph executive summary, key metrics table, and top 3 action items. Email to the team at 8 AM."

## Related

- Recipe: /recipes/daily-report-agent
- Recipe: /recipes/crm-automation