Claude Skill: Make an OKR progress report

I have a client who wants their staff to share weekly OKR progress reports in a spreadsheet.

We want to make this easy.

The vision

Staff should ask Claude for a summary of their progress, and Claude should:

1. Know about their OKRs.
2. Pull in relevant info from their Google Drive, Notion, Gmail, Google Calendar, call transcripts, and other sources
3. Draft the progress report.

Something like this:

But: each staff member has different OKRs, workflows, and data sources they need to check. So rather than making a single generic skill for all staff, we need to make a meta-skill: a skill that helps them create a skill that is personalised for them.

That meta-skill should walk them through the process. Something like this:

How I did this

In short:

1. Make an OKR digest skill for myself.

2. Generalise it into a meta skill (view result).

This screencast goes into more detail:

Some things I learnt since making the screencast:

• You can easily pull in data from Notion.
• Same goes for Fireflies, Granola, and many other sources.
• You can use Zapier to escape the Claude.ai security sandbox and pull in data from any public URL.¹