{ "schema": "aiblocks-page/1", "id": "agency-report-distribution-agent", "type": "agent", "name": "Report distribution planner", "summary": "Decide who gets which sales report and when. Get a recipient table by territory, cover emails, a send checklist and a blank delivery log.", "headline": "Report distribution planner", "subhead": "Give it your report, your list of reps and managers, and how you send. It sorts out who should get which version, drafts the cover notes and lists the checks to run before and after each send. It plans the send. You or your own tool does the sending.", "job": { "id": "organise-work", "name": "Run meetings, notes and plans" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "source_text", "required": false, "label": "Source text", "what": "a long source in full: an article, a video or talk transcript, or notes from a book, with its title, author and link" }, { "type": "spreadsheet", "required": false, "label": "Spreadsheet", "what": "a spreadsheet with its data, formulas and charts" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "The report or reports to send, and what each one contains (a sample or the column names is enough)", "Your recipients, each with a role and a territory (names and email addresses only as you need them)", "How you send today, such as email, Slack or your CRM's report tool", "The schedule you want, such as daily or weekly, and the time zone (optional)", "Who must approve a send, and what should happen if a send fails (optional)" ], "you_get": [ "A table of who gets which report, in what channel, and when", "Plain rules for who sees what, so a rep never gets another territory", "Cover email drafts for reps and for managers", "A checklist to run before and after each send", "A blank delivery log, and a plan for failed sends" ], "use_when": [ "You send a sales report each week and want each rep to get only their own territory.", "A new rep or manager joins and you need to know which reports they should receive.", "A report went to the wrong person and you want rules and checks so it does not happen again.", "You are setting up scheduled sends in your CRM or reporting tool and need the rules written first." ], "skip_when": [ "You want it to send the emails or run on a schedule. A chat cannot. Use your CRM, report tool or email scheduler, with this plan as the setup guide.", "You need the report numbers built from raw sales data. Use the Sales data consolidation planner first.", "You want a short written summary of a long report. Use the Executive summary generator.", "You plan to send reports outside your company. It will mark each outside recipient as needing your approval before anything goes." ], "output_sample": { "input": [ "Your report or reports, and what each contains", "Your recipients with their roles and territories", "How you send reports today", "Your schedule and who must approve a send (optional)" ], "prerequisites": [ "A way to send, such as your email, CRM or report tool", "The report itself, built before you plan its delivery" ], "output": [ { "name": "Routing rules", "contains": "Who sees which report, in plain words, with any gaps marked." }, { "name": "Recipient table", "contains": "One row per person with report, channel, send time and whether approval is needed." }, { "name": "Cover messages", "contains": "Short email drafts for reps and for managers, with a placeholder for the report link." }, { "name": "Send checklist", "contains": "Checks to run before each send and after it, such as a test send." }, { "name": "Delivery log", "contains": "A blank table to record each send, its time, its status and any error." }, { "name": "Open questions and failure plan", "contains": "What is still unclear, and what to do when a send fails." } ] }, "output_shape": "ROUTING RULES\n sees | \n\nRECIPIENT TABLE\n | | | | | | \n\nCOVER MESSAGES\n FOR REPS: | \n FOR MANAGERS: | \n\nSEND CHECKLIST\n BEFORE: \n AFTER: \n\nDELIVERY LOG (blank, fill as you send)\n | | | | \n\nOPEN QUESTIONS AND FAILURE PLAN\n | ", "how_to_use": [ "Download the pack and add it to your AI as a skill. If you cannot, paste SKILL.md into a new chat, then paste references/source-agent.md.", "Paste your recipient list with roles and territories. Describe each report, and say how you send it today. No code or web access is needed.", "Say if any recipient is outside your company or on a team that needs sign-off.", "Check the routing rules first. Read each rep's row and confirm they get only their territory. Fix any mistake before you use the plan.", "Set up the sends in your own tool. Copy the cover emails, run the before-send checklist, and fill in the delivery log as you go." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Meeting minutes writer", "url": "https://useaiblocks.com/skills/meeting-minutes-writer", "why": "Meeting minutes writer" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/report-distribution-agent.md", "licence": "MIT", "original_name": "Report Distribution Agent", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Report Distribution Agent", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/report-distribution-agent.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-report-distribution-agent", "markdown": "https://useaiblocks.com/agents/agency-report-distribution-agent.md", "json": "https://useaiblocks.com/agents/agency-report-distribution-agent.json", "instructions": "https://useaiblocks.com/skills/agency-report-distribution-agent/SKILL.md", "download": "https://useaiblocks.com/skills/agency-report-distribution-agent.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-report-distribution-agent", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-report-distribution-agent", "mcp": "https://useaiblocks.com/mcp" } }