Claude Skill: Make an OKR progress report
- Authors

- Name
- Peter Hartree
- @peterhartree
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:
- Know about their OKRs
- Pull in relevant information from their Google Drive, Notion, Gmail, Google Calendar, call transcripts, and other data sources to write the progress report.
Something like this:


But: each staff member has different OKRs, workflows, and information 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:

Left panel: the beginning of the create skill chat. Right panel: the skill it created.
How I did this
In short:
Make an OKR digest skill for myself.
Generalise it into meta skill (view result).

This screencast goes into more detail:
Some things I've 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
Footnotes
Alternatively, just use Claude Code instead of the web app. ↩
