Monthly Client Report, Built Automatically

One prompt. Full monthly report. Paste it in at the end of each month and get a structured Notion page with all the analysis, competitive data, and recommendations written for you.

Tools used in this workflow

Tool	Required?	Used for
Scrunch MCP	Required	All visibility, competitive, sentiment, and citation data
Notion MCP	Optional	Saving the report as a shareable Notion page
Google Workspace MCP	Optional	Saving the report as a Google Doc

Notion
Google Docs
Scrunch only

For [brand name] in Scrunch, build the complete AI visibility report for [month year].

Step 1 — Pull all performance data:
1. Overall presence rate for the last 30 days
2. Platform breakdown: presence rate per AI platform, ranked best to worst
3. Sentiment for the last 30 days: breakdown of positive, neutral, and negative
4. Citation health: split of brand-owned vs. competitor vs. third-party citations
5. Share of voice: presence rates for [brand name] and all tracked competitors, ranked
6. Top 5 topic areas by presence rate — where we're strongest
7. Bottom 5 topic areas by presence rate — where we're weakest

Step 2 — Write the report in Notion:
Create a Notion page titled "[Month Year] AI Visibility Report — [brand name]" and structure it exactly like this:

## Executive Summary
Two to three sentences: overall visibility health, the single biggest win this month, and the top priority for next month.

## Visibility Performance
Platform breakdown table. One sentence on the strongest platform and one on the weakest.

## Competitive Position
Share of voice ranking table. Note any competitor that moved significantly. One sentence on our overall competitive standing.

## Content Health
Top 5 performing topics (these are working — protect them). Bottom 5 underperforming topics (these need attention). One sentence on citation health.

## Recommendations for Next Month
Three specific actions. For each: what to do, which data point justifies it, and what success looks like.

Format everything for direct copy-paste into a slide deck — use tables, headers, and bullet points throughout. No dense paragraphs.

What you get: A complete Notion report that’s immediately shareable with a client or leadership team, and structured cleanly enough to paste into Google Slides or a PowerPoint. The recommendations section is actionable, not generic — Claude ties each one to a specific number from the data.

For [brand name] in Scrunch, build the complete AI visibility report for [month year].

Step 1 — Pull all performance data:
1. Overall presence rate for the last 30 days
2. Platform breakdown: presence rate per AI platform, ranked best to worst
3. Sentiment for the last 30 days: breakdown of positive, neutral, and negative
4. Citation health: split of brand-owned vs. competitor vs. third-party citations
5. Share of voice: presence rates for [brand name] and all tracked competitors, ranked
6. Top 5 topic areas by presence rate — where we're strongest
7. Bottom 5 topic areas by presence rate — where we're weakest

Step 2 — Write the report as a Google Doc:
Create a new Google Doc titled "[Month Year] AI Visibility Report — [brand name]" in [folder name or Drive location] and structure it exactly like this:

## Executive Summary
Two to three sentences: overall visibility health, the single biggest win this month, and the top priority for next month.

## Visibility Performance
Platform breakdown table. One sentence on the strongest platform and one on the weakest.

## Competitive Position
Share of voice ranking table. Note any competitor that moved significantly. One sentence on our overall competitive standing.

## Content Health
Top 5 performing topics (these are working — protect them). Bottom 5 underperforming topics (these need attention). One sentence on citation health.

## Recommendations for Next Month
Three specific actions. For each: what to do, which data point justifies it, and what success looks like.

Format everything for direct copy-paste into a slide deck — use tables, headers, and bullet points throughout. No dense paragraphs.

What you get: A complete Google Doc report ready to share via Drive link or drop into Google Slides. Works well for teams that collaborate in comments and suggestions directly in Docs.

For [brand name] in Scrunch, build the AI visibility report for [month year].

Pull:
1. Overall presence rate for the last 30 days
2. Platform breakdown: presence rate per platform, ranked
3. Sentiment: breakdown of positive, neutral, negative
4. Citation health: brand-owned vs. competitor vs. third-party
5. Competitive share of voice: all tracked competitors ranked by presence rate
6. Top 5 tags by presence rate
7. Bottom 5 tags by presence rate

Structure the output as a complete report with these sections: Executive Summary, Visibility Performance, Competitive Position, Content Health, Recommendations for Next Month.

Write recommendations as specific actions tied to specific numbers — not generic advice.

Tips

Running reports for multiple brands in one session

Run the full prompt for each brand back-to-back in the same Claude conversation. Claude creates a separate Notion page for each brand. At the end, ask it to “create a summary page in Notion that links to all the individual brand reports from this session” for an agency-style index.

Adding a prior-month comparison

Add this line to Step 1: “Also pull presence metrics for the 30 days before that period so we can show month-over-month trend direction.” Claude will then include a comparison column in the platform table and flag meaningful changes.

Making the report deck-ready

If you’re dropping this into a presentation, add to the Notion step: “Write each section heading as a slide title, keep each bullet to one line maximum, and bold the key number in each bullet.” This makes the Notion page paste cleanly into a deck without reformatting.

Weekly AI Brief, Saved to Notion & Slack

Keep stakeholders updated week-to-week between monthly reports.

Competitor Share of Voice, Ranked

Run this first to have competitive context ready for the report.

​Tips

Weekly AI Brief, Saved to Notion & Slack

Competitor Share of Voice, Ranked

Tips