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Claude Skill: Make an OKR progress report

Authors

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 information from their Google Drive, Notion, Gmail, Google Calendar, call transcripts, and other data sources to write the progress report.

Something like this:

Claude OKR skill chat screenshotClaude OKR skill chat screenshot

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:

Claude OKR skill chat screenshot

Left panel: the beginning of the create skill chat. Right panel: the skill it created.

How I did this

In short:

  1. Make an OKR digest skill for myself.

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

Claude OKR skill chat screenshot

This screencast goes into more detail:

Some things I've learnt since making the screencast:

Footnotes

  1. Alternatively, just use Claude Code instead of the web app.