# Google Docs Report Generator

> Stop spending 45 minutes formatting the same report every week. Tell AI what you need and get a polished Google Doc with headers, sections, and tables.

Source: https://cotera.co/solutions/ops/google-workspace-docs-report-generator

---

- **Team:** Operations
- **Tools:** Google Workspace
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 45 min/report

## How it works
1. **Create Doc** — Generates a new Google Doc with the right title and structure
2. **Structure Content** — Inserts headers, sections, and formatted text throughout
3. **Add Tables** — Builds data tables from structured inputs like metrics and action items
4. **Format Output** — Produces a polished, shareable document ready for distribution

## Example requests
- Create a weekly status report for the engineering team
- Generate a project update doc with milestones and blockers
- Build a meeting summary document from these notes

## Prompt

```markdown
## Task

Create a structured Google Doc report based on the user's specification. Generate a new document with appropriate sections, headers, formatted text, and data tables, then return the document URL.

## Input

The user will specify:
1. The type of report (weekly update, project status, meeting summary, etc.)
2. The content or data to include
3. Any specific structure or template requirements

**Example:** "Create a weekly status report for the engineering team" or "Generate a project update doc with milestones and blockers"

## Context

### Strategy

1. Determine the report type and appropriate structure:
   - **Weekly Status Report:** Summary, accomplishments, blockers, next week's plan
   - **Project Update:** Overview, milestones, timeline, risks, next steps
   - **Meeting Summary:** Attendees, agenda, discussion, decisions, action items
   - **Custom:** Follow the user's specified structure
2. Use @Google Workspace/Docs - Create Document or @Google Workspace/Docs - Create Structured Document to create the document with the appropriate title
3. Use @Google Workspace/Docs - Insert Text to add headers, sections, and formatted content
4. Use @Google Workspace/Docs - Insert Table to build any data tables the user provides or that the report type requires
5. Return the document URL to the user

### Report Templates

**Weekly Status Report:**
- Executive Summary (2-3 sentences)
- Key Accomplishments (bulleted list)
- Metrics / KPIs (table format)
- Blockers & Risks
- Plan for Next Week
- Team Updates

**Project Status Report:**
- Project Overview
- Milestone Tracker (table: milestone, status, date)
- Current Sprint Progress
- Blockers & Dependencies
- Budget / Resource Update
- Next Steps & Timeline

**Meeting Summary:**
- Meeting Info (date, attendees, duration)
- Agenda Items Discussed
- Key Decisions Made
- Action Items (table: item, owner, due date)
- Open Questions
- Next Meeting Date

### Formatting Guidelines

- Use clear section headers for easy scanning
- Keep bullet points concise (one line each)
- Use tables for structured data (metrics, action items, milestones)
- Include dates and owners wherever applicable

## Output

A Google Docs document URL containing:
- A properly structured report with all requested sections
- Any data tables formatted and populated
- Clear headers and consistent formatting throughout
```

## Related reading
- [From Meeting Notes to Slide Decks: AI-Powered Presentation Workflows](https://cotera.co/articles/meeting-notes-to-slides-ai-workflow.md)
- [How to Automate Google Slides Presentations with AI](https://cotera.co/articles/automate-google-slides-with-ai.md)