/dm:send-report

Purpose

Generate a formatted performance report from connected analytics sources and deliver it via Slack, email, or Google Sheets. Supports weekly pulse, monthly review, QBR, and custom report types. Pulls live metrics from connected platforms, calculates KPIs against targets and previous periods, adds trend analysis with anomaly detection, generates actionable recommendations, then formats and delivers through the user's preferred channel with appropriate approval gates.

Input Required

The user must provide (or will be prompted for):

• Report type: The report format — weekly-pulse (top-line metrics and highlights, 1 page), monthly-review (full channel breakdown with trends, 3-5 pages), qbr (quarterly business review with strategic analysis and recommendations, 8-12 pages), or custom (user-defined metric selection and structure)
• Delivery channel: Where to send the report — Slack (channel post or DM with formatted blocks), email (HTML report via SendGrid or connected email MCP), or Google Sheets (new spreadsheet or append to existing tracking sheet)
• Date range: Reporting period — last 7 days, last 30 days, last quarter, custom start and end dates, or "since last report" to auto-detect the last delivery timestamp from execution logs
• Recipients: Optional — Slack channel name or user handles, email addresses for distribution list, or Google Sheets sharing permissions and notification settings for the target audience
• Custom metrics: Optional — specific metrics to include or exclude beyond the report type defaults, custom KPI definitions, calculated fields (e.g., blended CAC, marketing-influenced pipeline), or specific campaign IDs to isolate
• Comparison period: Optional — compare against previous period (WoW, MoM, QoQ, YoY), a specific custom date range, or targets and forecasts defined in brand profile
• Report branding: Optional — include brand logo, custom color scheme, header and footer text, or white-label formatting for client-facing or agency delivery
• Narrative depth: Optional — executive summary only (3-5 sentences), standard (summary plus channel commentary), or deep dive (full analysis with hypotheses and test recommendations)
• Campaign filter: Optional — isolate performance data for specific campaigns, channels, or audience segments rather than reporting on all activity