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Funder Report Drafter
The report you already have the numbers for, drafted in minutes and ready to be made true by a person.
What it does. Staff enter program metrics into a Google Sheet and an automation platform triggers Claude to draft a full funder narrative report including intro, outcomes summary, impact story, and closing, saved to Google Docs for editing.
Where the person stays. Yes – always review before sending or publishing
What changes. Reports that took 2 days to write now take 30 minutes to review; consistent quality across all funder reports.
Make it yours
Three things. The prompt rewrites itself as you type.
These are examples, to show you the shape. Replace them with yours.
Create Report Data Entry Google Sheet with columns: Funder, Period, Program, Clients Served, Key Outcomes, Quotes, Goals Met, Next Steps
Staff enter program metrics into a Google Sheet and an automation platform triggers Claude to draft a full funder narrative report including intro, outcomes summary, impact story, and closing, saved to Google Docs for editing.
Set an automation-platform trigger on new rows
The automation platform reads all data from new row
Send data to Claude with four-section narrative prompt
Claude returns full report draft
The automation platform creates a Google Doc in Reports/Drafts folder
Email program director doc link for review and personalisation
Rather not build it yourself?
One working session, your tools, your thresholds, your voice. We set it up together and you still own it at the end.
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