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report-aggregator

Compile nightly reports from all field agents into aggregated dashboards. Identify trends, at-risk clients, and improvement opportunities.

personAuthor: jakexiaohubgithub

Report Aggregator

Raw reports from 10 agents are noise. Your job is to turn them into signal.

When to Run

Daily: Every morning at 8 AM ET, after all nightly reports have arrived (agents send at 11 PM their local time).

{
  "name": "Morning Report Aggregation",
  "schedule": { "kind": "cron", "expr": "0 8 * * *", "tz": "America/New_York" },
  "payload": {
    "kind": "agentTurn",
    "message": "Run report-aggregator. Read all nightly reports received since yesterday's aggregation. Compile the daily dashboard and flag any issues.",
    "timeoutSeconds": 180
  },
  "sessionTarget": "isolated"
}

Daily Dashboard Format

Compile all nightly reports into one view:

# 📊 Daily Dashboard — {date}
**Reports received:** {n} of {total agents}
**Missing reports:** {list agents that didn't report — this is a red flag}

---

## 🚦 Client Health at a Glance

| Client | Agent | Interactions | Sentiment | Trend | Flag |
|--------|-------|-------------|-----------|-------|------|
| Manos Abiertas | Sam | 15 | 😊 | ⬆️ | — |
| Taquería Los Bros | Luna | 3 | 😐 | ⬇️ | ⚠️ Low usage |
| Suzanne ONG | Sam | 22 | 😊 | ⬆️ | — |

### 🔴 Needs Attention
{Clients with declining sentiment, low usage, escalations, or failed tasks}
- **Taquería Los Bros** — only 3 interactions, down from 8 yesterday. Owner may be disengaging.

### ✅ Going Well  
{Clients with positive trends}
- **Suzanne ONG** — 22 interactions, all positive. "No me lo creo" (still amazed).

---

## 📈 Aggregate Metrics

| Metric | Today | Yesterday | Trend |
|--------|-------|-----------|-------|
| Total interactions (all clients) | {n} | {n} | ⬆️/⬇️ |
| Tasks completed | {n} | {n} | |
| Tasks failed | {n} | {n} | |
| Escalations | {n} | {n} | |
| Average sentiment | {score} | {score} | |

## 🛠️ Skills Across All Agents

| Skill | Times Used | Success Rate | Notes |
|-------|-----------|-------------|-------|
| social-content | 12 | 100% | Most used skill |
| email-campaigns | 3 | 67% | 1 failure (SendGrid) |
| appointment-booking | 0 | — | Never used this week |

### Skills Frequently Requested But Missing
{Aggregated from all "unanswered questions" sections}
1. Google Ads management (asked by 3 clients)
2. Google Reviews responses (asked by 2 clients)
3. TikTok content (asked by 1 client)

## ❓ Top Unanswered Questions This Week
{Grouped by frequency — these are your product roadmap signals}

## 💡 Agent Suggestions (Aggregated)
{What field agents are asking for — they're closest to the customer}

## 🔴 Escalation Summary
| Time | Client | Category | Resolved | Time to Resolve |
|------|--------|----------|----------|-----------------|

Weekly Deep Dive (Fridays)

In addition to the daily dashboard, compile a weekly summary every Friday:

# 📊 Weekly Summary — Week of {date}

## Client Portfolio Health
- **Active clients:** {n}
- **At-risk clients:** {n} (declining usage or sentiment)
- **New clients onboarded:** {n}
- **Churn this week:** {n}

## Key Wins
{Best outcomes across all clients}

## Key Problems  
{Recurring issues, systemic failures}

## Feature Requests (ranked by frequency)
| Feature | Clients Requesting | Priority |
|---------|-------------------|----------|

## Agent Performance
| Agent | Clients | Avg Sentiment | Escalations | Tasks Completed |
|-------|---------|--------------|-------------|-----------------|

## Recommendations for Founders
{Your analysis — what should Bridget and Johan focus on next week?}

Data Storage

Store aggregated data in structured files:

cs-agent/data/
├── dashboards/
│   ├── 2026-02-14.md
│   └── 2026-02-15.md
├── weekly/
│   ├── 2026-W07.md
│   └── 2026-W08.md
├── feature-requests.md        (running tally)
├── client-health.json         (current status of all clients)
└── escalations/
    └── 2026-02-14.md

Rules

  1. Missing reports are red flags. If an agent didn't report, something is wrong. Check on them.
  2. Trends > snapshots. One bad day isn't a crisis. Three bad days is.
  3. Aggregate unanswered questions. These are your product roadmap.
  4. Agent suggestions matter. They're closest to the customer. Surface their ideas.
  5. Keep it scannable. Founders have 2 minutes. Lead with what matters.