# Prepare a scheduled sales report

Define a reporting period, timezone, source, and error behavior before distributing business totals.

## Target assistant

**ChatGPT** · Required connection: **Chatigram plugin**.

The public ChatGPT plugin listing is under review. These prompts are for workspaces where the Chatigram plugin is available and connected. Status reviewed 2026-11-10.

## What this prompt helps you do

Define a reporting period, timezone, source, and error behavior before distributing business totals.

This request checks your organization’s actual capabilities instead of assuming a provider, plan, or node is available.

## Customize before using

Replace the bracketed placeholders with your organization and business details. Keep passwords, API keys, bot tokens, and private customer data out of the prompt. The Chatigram plugin currently requires an Admin role in the selected organization.

## Copy the prompt

```text
Prepare a daily sales reporting workflow for [business]. Schedule it at [time] in [timezone]. Use [source system] to retrieve the report for [defined period], and keep source filters and timezone boundaries explicit. If a compatible connection is not available, report what is missing. Prepare the formatting and report delivery steps for [destination], but do not send anything. Include empty-data and failed-source outcomes and a way to avoid redistributing the same report accidentally.

Use the Chatigram plugin for organization [organization name]. Discover the current permissions, plan limits, triggers, node types, and compatible connections before designing the solution. For conversation workflows, check the selected Line’s Private AI mode before proposing Inbox follow-up or a human handoff. Do not promise human access to private AI conversations. Prepare and save the requested workflows disabled, after showing the draft preview and any unresolved setup. Do not activate, run, assign to a live Line, send messages, or use paid processing. If a paid capability or connection is needed, explain the service, account, transferred data, and required spending approval before adding or binding it. Do not ask me to paste credentials into chat; use protected setup links. Keep unrelated resources unchanged.

Finish with: what was prepared, what is still missing, which plan-dependent features are involved, and the next safe test. Do not claim execution or delivery from a draft preview.
```

[Download prompt text](/prompts/daily-sales.txt)



## Review the actual result

Check the preview, branch behavior, required accounts, plan-dependent resources, and any missing setup. A prepared definition is not proof of live execution. Give a later, explicit request for activation, assignment, sends, or paid processing only when you intend those actions.

Return to the [AI prompt library](/ai/prompt-library/) for more ideas and target-specific guidance.