> ## Documentation Index
> Fetch the complete documentation index at: https://developers.scrunch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monthly Client Report, Built Automatically

> Pull a month's worth of visibility data and have Claude write, structure, and save a complete report to Notion — ready to share or drop into a deck.

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.

<Info>
  **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                         |
</Info>

***

<Tabs>
  <Tab title="Notion">
    ```text theme={null}
    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.
  </Tab>

  <Tab title="Google Docs">
    ```text theme={null}
    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.
  </Tab>

  <Tab title="Scrunch only">
    ```text theme={null}
    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.
    ```
  </Tab>
</Tabs>

***

## Tips

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

<CardGroup cols={2}>
  <Card title="Weekly AI Brief, Saved to Notion & Slack" icon="calendar" href="/mcp/workflows/weekly-ai-brief">
    Keep stakeholders updated week-to-week between monthly reports.
  </Card>

  <Card title="Competitor Share of Voice, Ranked" icon="chart-bar" href="/mcp/workflows/competitor-share-of-voice">
    Run this first to have competitive context ready for the report.
  </Card>
</CardGroup>