Monthly Review
Estimated time: about 60 seconds
This workflow pulls the month's metrics from the provided data sources and drafts a monthly business review, carrying trend continuity forward from the prior monthly review when one is supplied. It runs as a deterministic two-action pipeline once the inputs are known.
Steps
Step 1: Gather the Data Sources
Confirm the inputs before pulling anything. You need data_dirs: the paths to the
monthly data sources. This input is required, so if it is missing, ask the user
for it and wait. Optionally accept prior_review_path: a file path to the prior
monthly review for trend continuity. If it is not provided, proceed without it.
- Input: data_dirs (required), prior_review_path (optional)
- Output: confirmed source paths for the metrics pull
- Key focus: do not proceed without a valid data_dirs path
Step 2: Pull the Monthly Metrics (uses: ops-report)
Pull the month's metrics from the confirmed data sources in monthly-metrics mode. Read the sources and extract the month's key numbers. If the pull fails (unreadable or missing sources), halt and report the error rather than fabricating numbers; do not advance to the draft.
- Input: data_dirs from Step 1
- Output: the pulled monthly metrics
- Key focus: real numbers from the sources; halt on a pull failure
Step 3: Draft the Monthly Review (uses: ops-report)
Draft the monthly business review from the pulled metrics in monthly-review-draft mode. If a prior monthly review path was provided, read it and carry trends forward so the draft shows month-over-month movement rather than a standalone snapshot. Output the metrics alongside the draft.
- Input: monthly metrics from Step 2, prior_review_path from Step 1 (optional)
- Output: the metrics plus the drafted monthly business review
- Key focus: month-over-month trends and a clear business-review narrative