monthly-performance-summarylisted

Generate a clear, client-ready social media performance summary from Planable analytics or a user-uploaded CSV export. Use this skill whenever the user asks for a monthly report, performance recap, analytics summary, results overview, or says things like "summarize last month's performance", "give me a report for [client]", "how did we do this month", "pull the analytics for [workspace]", or uploads a CSV with social media data and asks for a summary. Works with or without a Planable account — activate for any analytics summary request, whether the source is the Planable connector or a file upload.
Planable/smm-skills · ★ 1 · Data & Documents · score 65

Install: claude install-skill Planable/smm-skills

# Monthly performance summary Generate a plain-language performance summary from Planable analytics data or a CSV export. Works in two modes: connected (pulls data live via Planable) or CSV (user uploads their own export). --- ## Step 0: Detect the input mode **Mode A — Planable connector** (default) The user has a Planable account connected and wants to pull live data. **Mode B — CSV upload** The user has uploaded (or will upload) a CSV export from Planable or any social media analytics tool. **How to detect:** - If the user uploads a file → Mode B - If the user mentions "export", "CSV", "spreadsheet", or "file" → Mode B - If the user mentions a workspace name, client, or Planable directly → Mode A - If unclear, ask: "Do you have a CSV export to upload, or should I pull the data from your Planable workspace?" --- ## Mode A: Planable connector ### Step 1: Gather inputs - **Workspace / client name** — which workspace to report on - **Date range** — default to previous calendar month if not specified - **Platforms to include** — all pages by default, or specific platforms if requested ### Step 2: Fetch data ``` list_workspaces → find workspaceId list_pages(workspaceId) → get all pageIds get_page_metrics(workspaceId, pageIds, startDate, endDate) get_page_metrics_summary(workspaceId, pageIds, startDate, endDate) get_post_metrics_summary(workspaceId, pageIds, startDate, endDate) ``` For top post highlights, also call: ``` get_post_metrics(workspaceId, pageIds, startDa