Prompt · works in Instinct, ChatGPT, Claude, Gemini or any other assistant that reads plain-text files

Assemble the management pack with one free prompt

This page gives you a free, copy-ready prompt for this job (it produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a google doc), plus the free standing-agent version that runs it on repeat without re-pasting rules.

It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc. The prompt below is the do-it-yourself version.

✓ Free to copy✓ No signup✓ Sample data labeled

The prompt

Help me produce a source-linked management pack on the same definitions every period for one manual batch.

Use only the approved inputs I paste below. Return a review table with these columns:
Period | Metric | Actual | Prior | Budget | Variance | Source | Owner | Commentary

Rules:
- Link each judgment to the exact supplied source or write unknown.
- Remove obvious duplicates inside this batch and preserve any human edits I include.
- Use the wording template or criteria I provide; do not invent claims, people, amounts, dates, evidence or decisions.
- Show blockers separately instead of guessing.
- Prepare the work only. Do not send, publish, schedule, book, spend, approve, reject, delete or change a live record.

Approved inputs, rules and sources:
[paste here]

What this free prompt does

It handles one manual batch from the context you paste and returns review-ready work. It does not save a workspace, remember prior runs, watch a clock or manage follow-ups.

When the job repeats

the full free Management Reporting Agent adds the full recurring system: one-choice setup, exact Google Sheet structure, the pack's fixed run clock, history-aware dedupe, new-or-due-only processing, replay protection, approval queues and verified writeback. It is free download.

What to bring

The pack is due and the numbers live in three systems. These prompts turn this month's figures plus last month's pack into the updated commentary - what changed, why it matters, what to watch - in the same format leadership already knows, so the copy-paste marathon becomes a review pass.

What a good run returns

The pack doc with sources noted per figure and drafted commentary. Every number waits for your check.

Where the free version ends

This free prompt handles one manual batch from pasted context. The Management Reporting Agent (free download) installs this as a standing workflow: fixed evidence rules, a saved output in your own Drive every run, fictional-data testing before real work, and hard stops before anything sends, spends or publishes. More detail on the management reporting guide.

Questions people ask

Is this prompt really free?

Yes. Copy it, paste it into any capable assistant, bring the inputs listed. No signup, no email gate.

Which assistants does the prompt work in?

Any capable chat assistant: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others.

What is the difference between the free prompt and the free agent?

The prompt is a one-off: you re-paste the rules every run. The free agent is the same job productized - tested setup, saved files, consistent output, standing cycle.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.

free download · included files · No payment or subscriptionDownload free agent pack