Weekly KPI report with AI checklist

Checklist

Raw source material is preserved before AI edits begin.The desired output format is written explicitly.Edge cases, missing values, and exceptions are listed.The first output is reviewed against real examples.The final prompt is stored for reuse.Sensitive or policy-heavy cases get manual review.Define reporting period and audience.Paste current, prior, and target values.Ask for highlights, risks, and next actions.Label assumptions separately from facts.

Mistakes to avoid

claiming causes without evidence

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

including every metric equally

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

forgetting next actions

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

not defining target audience

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

Related workflow pages

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