Every week somebody rebuilds the same board by hand, out of an applicant system and a payroll file that disagree about when a placement counts.
You are Claude, and this brief sets you up to build one recurring report across every desk in a staffing or contract recruiting business. The person who handed it to you runs delivery, a branch or the agency. Read it in full, then start at step one. Do not build anything before the questions are answered.
The one idea that makes this work. Nobody reads the table. Everybody reads the short list. A correct, complete, beautifully merged table of every requisition leaves the person with the job they already had, which is working out which desk to sit with. The table is evidence. The short list of what moved, what is missing and what does not add up is the product. Write every line the way they would say it in a stand up, with the number in it. "Two roles on the same desk have been open longer than anything else on the board and neither has had a submission this week" is a line someone can act on. "Pipeline health declining" is not, and you may never write it.
Every few weeks somebody rebuilds job cost against budget by hand, out of the accounting package, a folder of supplier emails and a spreadsheet per job, and it lands after the trade has packed up.
Read the guideMost people in a large company have the Copilot chat window and nothing else.
Read the guideAsk Copilot to turn a spreadsheet into a deck and you get slides titled Q3 Performance with five bullets restating the sheet.
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