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Cess Mbugua
Cess Mbugua

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Day 2 of 60 — Automated Client Reporting System

I'm a student learning AI integration and automation by building one real workflow every day for 60 days. Everything gets documented and pushed to GitHub.

**
Today's build: Automated Client Reporting System**

Built a workflow that writes and delivers professional weekly performance reports to every active client, every Monday at 7am, automatically, forever.

What I learned: Getting Claude to write consistent, structured narrative reports across different client datasets is a prompt engineering challenge, not just an API call. Tone, section structure, and handling flat or missing data without hallucinating trends all needed explicit instructions.

The loop logic hit different too — one mapping error and the wrong client gets the wrong report. Zero margin for error.

How it works:

Schedu
 le trigger fires every Monday 7am

Airtable returns active client list

Loop pulls each client's metrics from Google Sheets

Claude writes a 5-section narrative report per client

Google Doc created → Gmail delivers to client → Airtable logs it

Biggest lesson: Test with dummy data obsessively before anything touches real client data.

Stack: n8n · Claude API · Google Sheets · Google Docs · Gmail · Airtable

🔗 https://github.com/mbuguacessy-glitch/automated-client-reporting

58 builds to go 💪

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