Job 22
Claude writes an agency's weekly client reports
- Tools needed
Claude- Job type
- Books and paperwork
- Source
- Post on X
- Posted
Home / Books and paperwork / Job 22
1.0 The Problem
Agencies and service businesses lose hours every week compiling client reports by hand.
2.0 Claude's Job
An agency owner used Claude Cowork and Claude Code, without writing code, to build a tool that pulls Meta ad data and CRM data and writes the weekly client report. They say it saves 20 hours a week, and that they've also built a quote builder and a bank reconciliation tool the same way.
3.0 Caution
Twenty hours a week is the owner's figure, from a tool that pulls ad and customer data. Anything that reads client data needs the same care you would give a new employee with those logins.
It is handy with folders of files. Open one result you already know is right before you trust the whole batch.
4.0Try the job
The original post did not include the exact wording they used. The story still shows the job. Describe your own version the way you would brief a new hire, and stay nearby while it works.
5.0 Where it came from
Post on X (opens in a new tab), dated .
Added to Agents 101 on . Any dollar amounts are what the original person said. We did not check them.