All classes Claude from Zero to Expert Syllabus · Episode 50 of 100

Claude from Zero to Expert Class #50: Practice: A Monthly Report Ready to Send

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Practice building a monthly report ready to send with Claude: set up a monthly report Project, clean and analyze this month's data, build the report as an Artifact with number cards, charts, and insights, write a short email, check before sending, and save a template for next month. Example: CV Maju Bersama's October sales report. Episode 50 of 100, Session 10: Data Analysis.

Software: Claude
Level: Intermediate
Duration: ± 9 min
Series total: 15 h 1 min · 100 videos
Published: October 28, 2026

Episode 50 of 100 · view syllabus

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Transcript

The full narration of this video. The current sentence is highlighted while the video plays; click any sentence to jump there.

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Introduction

Hi, and welcome to the closing practice of the data analysis session. Today we combine everything we've learned into one real result: a monthly report that's ready to send. We'll help Dewi from Maju Bersama Co., from setting up a Project, processing the October data, and building the report and chart, to writing the email and saving a template for next month.

Step 1: Plan and Project for the monthly report

Here's our work map for today. First, clean this month's data, as we learned at the start of the session. Second, analyze: find the key numbers and insights, complete with a comparison to last month. Third, a chart with one message per chart. Fourth, build the report as a one-page Artifact. Fifth, send it with a short email. Dewi will do these five steps in one and the same Project. Because this report is made every month, Dewi sets up a dedicated Project called Monthly Sales Report. The first file is the September data, for comparison. The second file is the September report that was already sent. It's an example of the format the director likes, so Claude can match its style. The third file is the standard data rules: official category names and the date format, just like the cleaning rules at the start of this session. The fourth file is the new October data, one thousand two hundred eighty-four rows. The customer contact name and phone columns have been removed, leaving only customer codes. The project instructions on the upper right set the reader, the report structure, how to write numbers, and the rule to always compare with last month. These instructions will be used again every month.

Step 2: Processing the October data

Let's peek at the October data before processing it. Each row is one transaction: date, customer code, category, item, quantity, and total. In the first row, customer K07 buys forty reams of A4 paper. In the second row, the stationery category is written in lowercase. A classic problem we already know. In the third row, the date format is different. And the fourth row is suspicious: the same customer, item, and total as the second row, just one day apart. It could be a duplicate order, or it could be a regular order. The standard rules in the Project will help Claude decide, and ask about anything doubtful. Data like this exists in almost every office. The good news is that we already know how to clean it. Inside the Project, Dewi asks for two things at once: clean the October data according to the standard rules, then calculate sales by category and compare them with September. Claude reads both files and runs the analysis. The result starts with a cleaning report: fourteen duplicate rows removed and category names standardized. Then a table by category in millions of rupiah. Paper is up almost eleven percent, while stationery and ink and toner are down about four percent. The total is up three point one percent. All the numbers here are examples. Before going further, Dewi matches the total against the office register system. The numbers are the same, three hundred thirty-two million. This step is simple, but it gives Dewi confidence that the whole report stands on the right numbers. Numbers alone aren't enough. Dewi asks for the causes, and asks for facts to be kept separate from guesses, as the project instructions say. The fact is that most of the paper increase came from three office customers. The guess is that they're stocking up for year-end. The stationery drop is spread across small customers, with a guess that some have switched to online stores. Dewi will confirm these guesses with the sales team before writing them in the report.

Step 3: A one-page report as an Artifact

Now the report. Dewi only needs to write one sentence: build the October report following the structure in the project instructions. The details are already in the Project. The report appears in the right panel. The title delivers the message right away: sales are up three point one percent, driven by paper. Below it are four key number cards, then a chart of sales by category, complete with a note on the source and period. Dewi checks every number against the analysis table. They all match. The structure set in the project instructions keeps the report's shape the same every month, so the director can compare easily. The bottom part of the report holds the insights and recommendations. Dewi finds two things to fix: the second insight is still a guess but isn't marked, and the second recommendation is too general. In version two, the second insight is marked as a guess. The second recommendation is now concrete: the sales team calls ten small customers before November fifteenth to ask why. Notice how every lesson from this session shows up: clean data, insights kept separate from guesses, a chart with a message-driven title, and recommendations that can be acted on right away.

Step 4: A short email and checks before sending

The report is ready. Now the cover email. Dewi asks Claude to write a short draft, then copies it into the office email app. In the inbox we can see that draft, above the director's reply to last month's report. The draft opens. It has only three parts: a concluding sentence with the most important numbers, one decision requested from the director, and a note about the attachment. An email this short respects the director's time. The details are in the attached report, while the email just answers two questions: what happened, and what needs to be decided? Before hitting send, run a final check. First, the total matches the register system. Dewi has already done this. Second, the numbers in the email match the numbers in the report. A one-digit typo in the email can make the director doubt the whole report. Third, guesses are marked and not written as facts. Fourth, there are no customer names or personal contacts. The report only has codes like K07. Fifth, the attachment is correct. A classic mistake is attaching last month's report. Sixth, the recipient is correct and the email's tone has been reread. Dewi presses the send button herself. Claude prepares; a person decides and takes responsibility.

Step 5: A template for next month

To make next month faster, Dewi saves one template prompt. Only the file name in the data section needs to be changed. The first and second tasks: clean the data, report the changes, then calculate by category and compare with last month. The third and fourth tasks: build the report following the project instructions, and write a cover email of five sentences at most. The limits protect quality: Claude must stop and ask if the total differs from the register figure, and must mark every guess. This one prompt runs the whole flow we learned in this session. The work isn't over once the report is sent. First, note the recipient's response. The director's questions today are material for next month's report. Second, in the next report, check last month's recommendations: were they done or not, and what happened? A report that follows up on itself is trusted much more. Third, if the director asks for a different format, update the project instructions. That way the change automatically applies to every report after that. Let's sum up this session. One Project that's reused every month, complete with instructions and comparison data. Five work steps: clean, analyze, chart, report, and send. And one template prompt for next month. Dewi can spend the time she saves on the things Claude can't do: talking with customers and the team. Apply the same flow to reports in your own business or office.

Done!

The data analysis session is complete. We've built a full monthly report from our own data, from the Project and raw data to an email ready to send and a template for next month. In the next session, Claude connects directly to work apps such as Google Drive, Gmail, and your calendar through Connectors, so we no longer have to upload files one by one. See you there!

Practice exercises

Try these on your own after watching to lock in what you learned.

Create a monthly report Project with instructions on the reader, structure, and number rules
Build this month's report as an Artifact plus its short email, then run the pre-send check
Save the report template prompt and test it again with next month's data

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53 video classes1,296 episodes

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Memuat

Claude from Zero to Expert Class #50: Practice: A Monthly Report Ready to Send

0 views

Software

Claude

Level

Intermediate

Duration

± 9 min

Series total

15 h 1 min · 100 videos

Published

October 28, 2026

Episode 50 of 100 · view syllabus

▶ Watch the video lesson0 plays

Transcript

The full narration of this video. The current sentence is highlighted while the video plays; click any sentence to jump there.

Show transcript

Introduction

Step 1: Plan and Project for the monthly report

Step 2: Processing the October data

Step 3: A one-page report as an Artifact

Step 4: A short email and checks before sending

Step 5: A template for next month

Done!

Practice exercises

Try these on your own after watching to lock in what you learned.

Create a monthly report Project with instructions on the reader, structure, and number rules

Build this month's report as an Artifact plus its short email, then run the pre-send check

Save the report template prompt and test it again with next month's data

Your instructor

Cerdas Inovasi Digital Team

Software developers, BIM & 3D engineers, and AI practitioners

53 video classes1,296 episodes

See our clients →

Recommended classes for you

Need more than a video?

Transcript

0:03Introduction

0:26Step 1: Plan and Project for the monthly report

1:46Step 2: Processing the October data

3:55Step 3: A one-page report as an Artifact

5:12Step 4: A short email and checks before sending

6:36Step 5: A template for next month

8:10Done!

Practice exercises

Ask the class material

My notes

Questions & answers

Your instructor

Recommended classes for you

Need more than a video?

Transcript

0:03Introduction

0:26Step 1: Plan and Project for the monthly report

1:46Step 2: Processing the October data

3:55Step 3: A one-page report as an Artifact

5:12Step 4: A short email and checks before sending

6:36Step 5: A template for next month

8:10Done!

Practice exercises

Ask the class material

My notes

Questions & answers

Your instructor

Introduction

Step 1: Plan and Project for the monthly report

Step 2: Processing the October data

Step 3: A one-page report as an Artifact

Step 4: A short email and checks before sending

Step 5: A template for next month

Done!

Introduction

Step 1: Plan and Project for the monthly report

Step 2: Processing the October data

Step 3: A one-page report as an Artifact

Step 4: A short email and checks before sending

Step 5: A template for next month

Done!