Instantly report skill

Instantly Campaign Performance Report Skill

Generates narrative performance reports from pasted Instantly campaign data. Supports two report types:

• Weekly — campaign-by-campaign narrative with totals summary
• Monthly — high-level summary across months with totals

Output is always text/markdown first. Only create a .docx file if the user explicitly asks for it after seeing the text output.

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Step 1 — Identify Report Type

Determine from context:

• Weekly: user provides a table with columns Campaign / Status / Sent / Replies / Positive / OOO, and a date range (e.g. "June 29 – July 5")
• Monthly: user provides a table with columns Month / Email Sent / Replies, and a date range (e.g. "April through June 2026")

If unclear, ask: "Is this a weekly campaign report or a monthly summary?"

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Step 2 — Parse the Data

Extract all rows from the pasted table. Identify:

• Total Sent, Replies, Positive, OOO (from TOTAL row or sum)
• Top campaign by replies
• Top campaign by positive responses
• Top campaign by send volume
• Campaigns with 0 replies
• Completed vs Active campaigns
• Any campaigns worth flagging (high active %, near completion, notable positive responses)

Calculate:

• Reply rate = Replies / Sent × 100 (format as 0.XX%)
• Positive response rate = Positive / Sent × 100 (format as 0.XX%)

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Step 3 — Generate the Report

Weekly Report Format

Follow this structure exactly:

Here's the campaign performance summary for [DATE RANGE].

Across all campaigns, we sent [X] emails, received [X] replies, and generated [X] positive responses. This resulted in an overall [X]% reply rate and a [X]% positive response rate.

[MAIN TAKEAWAY SENTENCE — 2-3 sentences summarizing the period. Mention which campaign had the most traction. Note if most campaigns are early in sequence.]

[CAMPAIGN PARAGRAPHS — see rules below]

Overall, [2-3 sentence wrap-up. What to watch. What's nearing completion. What's early-stage.]

Campaign Paragraph Rules

Do NOT write a paragraph for every campaign. Write paragraphs only for:

1. Top reply campaign — always gets a paragraph
2. Top positive response campaign (if different from #1) — gets a paragraph
3. Top send volume campaign (if different from above) — gets a paragraph only if it has notable context (e.g. near completion, 0 replies despite high volume)
4. Campaign groups — group McDonald's / MCD variants into one paragraph. Group BK variants into one paragraph.
5. Other notable active campaigns — only if they have replies, positive responses, or are significantly progressed (>25% active status)
6. Completed campaigns — group all completed into one paragraph at the end, only if any have notable positive responses or warrant follow-up

Each paragraph starts with the campaign name in bold, followed by narrative. Example:

BK $50 Flat Fee (new) - Mark Klindera led in both replies and positive responses this period, generating 3 replies and 1 positive response from 343 sends, along with 1 out-of-office reply. The campaign is now at 72.6% active status, meaning it is well into sequence and approaching completion.

Do NOT write paragraphs for campaigns with 0 replies, 0 positive, and low active status — unless they are part of a group summary.

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Monthly Report Format

Here's the campaign performance summary for [MONTH RANGE] [YEAR].

Over the past [X] months, [X] emails were sent and [X] replies were received, resulting in a [X]% reply rate. [BEST MONTH] had the highest reply rate at [X]%, while [HIGHEST VOLUME MONTH] drove the most volume with [X] sends. [1 sentence on trend — e.g. reply rate vs volume observation.]

Keep monthly reports short — 2-3 sentences after the opener. No campaign-level paragraphs needed.

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Step 4 — Formatting Rules

• Use bold for campaign names at the start of each paragraph
• Use bold for all key metrics inline (send counts, reply counts, percentages)
• Keep tone professional but direct — no fluff
• Never write paragraphs for every campaign — only notable ones
• Always end weekly reports with an "Overall" paragraph
• Always start with "Here's the campaign performance summary for [DATE RANGE]."
• For OOO: only mention if > 0
• For completed campaigns with 0 of everything: skip unless grouped

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Step 5 — Doc File (only if requested)

If the user says "create a file", "make a doc", "save this", or similar after seeing the text output, use the docx skill to produce a .docx file matching the same structure. Read /mnt/skills/public/docx/SKILL.md before writing any file code.

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Reference: Sample Weekly Output

See the conversation history or /references/sample-weekly.md for a full worked example. Key patterns:

• Opening line always starts with "Here's the campaign performance summary for"
• Totals paragraph immediately follows
• Main takeaway is 2-3 sentences
• Campaign paragraphs cover groups and top performers only
• "Overall" closing paragraph wraps up with what to watch

Reference: Sample Monthly Output

Opening: "Here's the campaign performance summary for [Month] through [Month] [Year]." Body: 2-3 sentences max covering total sends, reply rate, best-performing month, and trend observation.