AI Agents UK · Client reporting starter kit · Version 1.0
Open kit guide

Client-reporting starter kit

A small, inspectable example for turning approved figures into a draft client update.

Version 1.0 · 19 October 2026 · AI Agents UK

Scope: fictional source data, a proposed prompt, an editorial example and suggested tests. No importable automation, working app connection or recorded model benchmark is included. The acceptance tests have not been run against a live platform.

Use the kit in this order

  1. Open the fictional source CSV and checked metrics.
  2. Read the drafting prompt. Try it only with fictional or permitted data in an approved tool.
  3. Compare the output with the editorial example.
  4. Use the reviewer checklist.
  5. Read the eight acceptance tests. Some require an implemented workflow; a prompt alone does not implement duplicate controls or failure notifications.
  6. Use the implementation brief if you commission a build.
  7. Explore your assumptions in the local time and cost calculator.

Check the example arithmetic

Spend changes from £2,000 to £2,200: +10%. Leads change from 100 to 121: +21%. Cost per lead changes from £20 to £2,200 ÷ 121 = £18.1818…: −9.09% after rounding.

Before using real data

Agree your reporting definitions and access rules. Remove unnecessary identifiers, keep source references, and identify who approves the result. The prompt is not a security boundary: control tool permissions and validate both inputs and outputs.

For the full explanation, see the client-reporting guide when published.