Report agent
It reads the ledger, notes, pipeline, meetings, and source files, then returns what changed, what is behind, what is unsupported, and what needs a decision.
Inside the Operations Agent The Report Agent is one of two jobs inside the Operations Agent.
See the Operations AgentSummary
Runs
KPI memory, weekly reviews, business reviews, dashboard snapshots, pipeline reads, portfolio views, and claim checks
Reads
KPI ledger, daily notes, pipeline, meetings, decisions, client goals, reports, and source files
Writes
Ledger rows, reviews, dashboards, scorecards, report drafts, fact checks, and next-move recommendations
Guardrail
No guessed numbers. Unsupported claims are marked as stale, inferred, or unverifiable
Three agents
Direct answer
A Report Agent turns ledgers, notes, pipeline files, meetings, and source files into weekly reviews, dashboards, scorecards, and claim checks. It marks missing numbers instead of inventing them.
Where it helps
It earns its place when the weekly figures take a morning to gather and still start an argument in the meeting.
What it can run
Under each job are the Conversion Skills it draws on, so the method behind every report is written down.
The memory skill appends metric rows, records decisions, captures lessons, defines glossary terms, and retrieves the latest known value before a claim is made.
It can roll up the week, lead with what is behind, name wins and drag, read metric movement, and propose next-week priorities.
It can turn the KPI ledger into a monthly or quarterly scorecard with movement by area, an evidence-linked narrative, and three next moves.
It can render a self-contained HTML executive dashboard from the ledger, pipeline, decisions, meetings, and daily priorities. The page is a point-in-time snapshot.
It can pull pipeline health, rep performance, client risk, and owner-only portfolio views into reports with source paths and confidence notes.
It can verify factual and numeric claims against sources, assign a verdict, quote the evidence, and mark unsupported claims instead of smoothing them over.
How it works
Step 01
The agent starts from the ledger, decisions, daily notes, meetings, pipeline, client goals, and source files. If a number is missing, it says so.
Step 02
It writes the weekly review, business review, dashboard, claim check, or scorecard with source paths and confidence where the skill requires it.
Step 03
The report ends with the few things a person should decide next, instead of hiding the work behind a busy dashboard.
Human gates
The agent can gather, check, and lay out the numbers. Deciding what they mean for a client, a rep, or a customer stays with a person.
Outputs
A short read that starts with what is behind, then the wins, then the decisions waiting on you.
Append-only KPI memory rows
Weekly reviews with what is behind, wins, drag, movement, and Top 3 candidates
Monthly or quarterly business reviews
Self-contained executive dashboard snapshots
Sales, portfolio, and client-health roll-ups
Fact-check tables with verdicts, evidence, and confidence
Quick answers
What owners usually ask before they let an agent near the numbers.
Related agents
Pair it with the Client Agent and every update a client receives can point back to the same ledger.
Public standard
The reporting workflows here come from Conversion Skills, the toolkit the operations build runs on. Access is free by request if you want to see the checks each report goes through.
