Build an Automated Daily Report System

An automated daily report system that pulls data from multiple sources every morning, compiles it into a formatted report, and delivers it to your team via Slack or email.

The agent runs on a schedule you define — daily at 9 AM, weekly on Monday morning, or whenever you need it. No manual work after the initial setup.

Before building the agent, identify where your report data lives. Common sources: Google Analytics (traffic, conversions), CRM (leads, deals), social media (engagement metrics), and project management tools (task progress).

List the 3-5 data sources most important for your daily decisions. Start small — you can always add more sources later.

The Research Skill gives your agent the ability to query APIs and extract structured data. Install it from the Skills Marketplace.

After installation, configure your API credentials for each data source in the skill settings. Most services have free tiers or developer access.

Define what your daily report should look like. A typical structure: Executive Summary (3 bullets), Key Metrics (yesterday's numbers), Notable Events (alerts, anomalies), and Recommended Actions (next steps).

Upload this template to your agent. The agent uses it as a framework for compiling data into a consistent format every time.

Configure the agent's schedule in the ClawMesh dashboard. Set it to run at 9 AM on weekdays, or whatever time works for your team.

Choose your delivery channel: Slack channel, email list, or Telegram group. The agent formats the report appropriately for each channel.

Every morning at your configured time, the agent pulls fresh data, compiles it using your template, and delivers a formatted report. Your team starts the day informed without any manual work.

Over time, you can refine the template based on what information proves most valuable. The agent learns your preferences and improves over time.