Start with materials that help you check the work. These resources support a defined business task: a brief, a prompt, source data, a review checklist or an acceptance test. Read the resource's description to see whether it is a planning document or an importable automation.
Free client-reporting starter kit
For agencies and consultancies that want to turn approved performance figures into a draft client update.
- Fictional source data and checked calculations.
- A copyable drafting prompt and an example of acceptable wording.
- A reviewer checklist and eight acceptance tests.
- A project brief for discussing implementation.
- A calculator for your own time and cost assumptions.
Format: ZIP containing HTML, CSV, JSON and text files. Price: free. Compatibility: browser and text/spreadsheet tools; no platform-specific import file is included.
See what is included and download the kit.
How to use a template responsibly
Run it with the supplied fictional data first. Check the assumptions, adapt the definitions to your organisation, and decide which data and tools the workflow may access. A useful template makes its limits clear; it cannot validate your live inputs or approve work on your behalf.
Looking for an automation you can import?
The reporting starter kit is a planning and review resource, not an n8n workflow or Make scenario. Use the reporting walkthrough to understand the design, then compare implementation routes in Make versus n8n.