# Skill: Make an OKR progress report

Published: 2025-12-03T19:00:00.000Z
Canonical: https://wow.pjh.is/journal/okr-progress-report-claude-skill

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](https://wow.pjh.is/journal/how-to-connect-notion-to-claude), Gmail, Google Calendar, [call transcripts](https://wow.pjh.is/journal/give-claude-call-transcripts), and other sources
3. Draft the progress report.

Something like this:

![Claude OKR skill chat screenshot](https://wow.pjh.is/static/images/blog/claude-okr-skill.jpeg)

![Claude OKR skill chat screenshot](https://wow.pjh.is/static/images/blog/claude-okr-skill-2.jpeg)

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:

![Claude OKR skill chat screenshot](https://wow.pjh.is/static/images/blog/claude-okr-skill-4.jpeg "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 a meta skill ([view result](https://github.com/HartreeWorks/claude-skill--create-okr-digest-metaskill/blob/main/SKILL.md)).

![Claude OKR skill chat screenshot](https://wow.pjh.is/static/images/blog/claude-okr-skill-3.jpeg)

This screencast goes into more detail:

[Loom video](https://www.loom.com/share/7b8dcd3922344294885e873215807c44)

Some things I learnt since making the screencast:

* You can easily [pull in data from Notion](https://wow.pjh.is/journal/how-to-connect-notion-to-claude).
* Same goes for [Fireflies](https://wow.pjh.is/journal/give-claude-call-transcripts#fireflies), [Granola](https://wow.pjh.is/journal/give-claude-call-transcripts#granola), and [many other sources](https://www.claude.com/connectors).
* You can use Zapier to escape the Claude.ai security sandbox and [pull in data from any public URL](https://wow.pjh.is/journal/claude-ai-access-any-url).[^1]

[^1]: Alternatively, just use [Claude Code](https://www.claude.com/product/claude-code) instead of the web app.