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Setup guide

Management Reporting Agent for Instinct

The $19 Management Reporting Agent runs on Instinct as three plain-text files: set it up once in Instinct, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Management Reporting Agent - $19Instinct overview

What the Management Reporting Agent does

Instinct is built for standing work like this - set it once, then it runs on your word. It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.

The monthly finance pack is a copy-paste marathon across last month's pack, this month's numbers and commentary that has to be rewritten from scratch.

Where the three files go in Instinct

Hand the three files (skill.md, setup-prompt.txt, usage-prompt.txt) to Instinct in chat. It keeps the context across sessions, so the setup survives: run the setup prompt once, approve the fictional-data test, and the agent becomes a standing workflow you trigger with one line. This is the closest fit to how the agents are designed to run.

What a run looks like on Instinct

A run looks like this: you tell Instinct to run management-reporting with this run's inputs, and it works through the saved skill. The output - it produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a google doc - is prepared for your review, and Instinct asks before anything is sent, spent or committed.

Setup, step by step

  1. Hand skill.md, setup-prompt.txt and usage-prompt.txt to Instinct in chat and ask it to keep them for the job (for example: management reporting).
  2. Run the setup prompt once; the agent runs management-reporting on fictional sample data first - approve that test before real work.
  3. Instinct keeps the context across sessions, so the setup survives as a standing workflow.
  4. Trigger each real run with one line and this run's inputs; Instinct asks before it sends, spends or commits - the same gates the agent is designed around.

Honest limits on Instinct

Instinct is in early access and its capabilities are expanding; always approve the sample-data test before pointing the agent at real work.

Questions people ask

Does the Management Reporting Agent work on Instinct?

Yes - the agent is three plain-text files, and on Instinct they live in Instinct. The four setup steps below are the whole job: Hand skill.md, setup-prompt.txt and usage-prompt.txt to Instinct in chat and ask it to keep them for the job (for example: management reporting). Then run the setup prompt once; the agent runs management-reporting on fictional sample data first - approve that test before real work.

What does the Management Reporting Agent produce on Instinct?

It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.. Instinct prepares it and asks before anything leaves your approval. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Instinct?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Instinct or its makers. Platform names belong to their owners; capabilities change, so check Instinct's current documentation.

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AI Agent Skills is an independent store, not affiliated with Instinct or its makers. Platform names belong to their owners.