SpreadsheetsReporting

Weekly KPI recap from spreadsheets → slide summary

Pull KPIs from spreadsheets and create slide-ready summaries.

Last tested Feb 27, 2026

Access Scope

Local Folders

Your spreadsheets folder

Reports folder

Permitted Actions

read

write

rename

delete

Why these permissions? Read access to your KPI spreadsheets; write access to save the slide-ready summary to your Reports folder. Rename and delete are not needed.

Workflow Steps

Cowork Prompt Pack

Cowork-ready

Read my KPI spreadsheet (read-only). Extract this week's values and compare to last week. List top improvements and declines.

Works best when you limit Cowork to specific folders and verify before destructive actions.

Verification Checklist

0 of 4 verified

All KPIs included

No key metrics missing from the summary

Numbers match source

Values verified against the spreadsheet

Trends clearly noted

Week-over-week changes are visible

Slide format correct

Each slide has headline + bullets + hero number

← Back to all workflows

Weekly KPI recap from spreadsheets → slide summary

Access Scope

Local Folders

Permitted Actions

Workflow Steps

Open the KPI spreadsheet

Extract this week's KPI values

Identify notable trends

Draft slide-ready summaries

Save the summary file

Cowork Prompt Pack

Verification Checklist