Exec Report

Generates a complete, self-contained HTML report by (1) interviewing the user or parsing their data, (2) constructing and validating a JSON document, then (3) rendering that JSON into HTML using assets/report-template.html. The JSON is the authoritative source of truth; the HTML is fully determined by it.

Step 1: Determine the Data Source

Check what the user has already provided before asking anything:

• SharePoint lists: Call list_items on the relevant lists. Read all needed columns before proceeding.
• CSV or table pasted in chat: Parse all rows. Do not ask for data you already have.
• Verbal description only: Proceed to Step 2.

Step 2: Interview the User

If the data or intent is not fully clear, ask these questions in a single message — not one at a time: