← ClaudeAtlas

instantly-campaign-reportlisted

Generate Instantly campaign performance reports — weekly or monthly — from pasted campaign data tables. Use this skill whenever the user pastes campaign data (Sent, Replies, Positive, OOO columns) and asks for a report, summary, or write-up. Also triggers when the user says "create a report", "weekly report", "monthly report", "campaign performance", "performance summary", or "Instantly report". Always use this skill when campaign table data is present and a narrative or document output is requested, even if the user doesn't say "skill" or "report" explicitly.
jeffreythekiln/instantly-report-skill · ★ 0 · Data & Documents · score 62
Install: claude install-skill jeffreythekiln/instantly-report-skill
# Instantly Campaign Performance Report Skill Generates narrative performance reports from pasted Instantly campaign data. Supports two report types: - **Weekly** — campaign-by-campaign narrative with totals summary - **Monthly** — high-level summary across months with totals Output is always **text/markdown first**. Only create a `.docx` file if the user explicitly asks for it after seeing the text output. --- ## Step 1 — Identify Report Type Determine from context: - **Weekly**: user provides a table with columns Campaign / Status / Sent / Replies / Positive / OOO, and a date range (e.g. "June 29 – July 5") - **Monthly**: user provides a table with columns Month / Email Sent / Replies, and a date range (e.g. "April through June 2026") If unclear, ask: "Is this a weekly campaign report or a monthly summary?" --- ## Step 2 — Parse the Data Extract all rows from the pasted table. Identify: - Total Sent, Replies, Positive, OOO (from TOTAL row or sum) - Top campaign by replies - Top campaign by positive responses - Top campaign by send volume - Campaigns with 0 replies - Completed vs Active campaigns - Any campaigns worth flagging (high active %, near completion, notable positive responses) Calculate: - Reply rate = Replies / Sent × 100 (format as 0.XX%) - Positive response rate = Positive / Sent × 100 (format as 0.XX%) --- ## Step 3 — Generate the Report ### Weekly Report Format Follow this structure exactly: ``` Here's the campaign performance summary for [DATE