Reporting & briefing skills
Hugo skills for daily briefings, portfolio reports, financial rollups, and executive summaries.
Note
Reference catalog. New here? Read What is Surfaice? and Skills first.
Reporting skills synthesize data from connected systems into actionable summaries — morning briefs, PDF exports, portfolio snapshots, and single-store deep dives.
Daily briefings
| Skill | What it does |
|---|---|
daily-briefing | Morning priorities, escalations, what needs attention today |
daily-brief | Franchise development morning brief — blockers and today's focus |
estimator-briefing | Estimator bid inbox and deadline digest |
start-my-day | Program chief-of-staff briefing across integrations |
portfolio-focus | Cross-project risk focus — what's at risk on time or cost and why |
Portfolio reports
| Skill | What it does |
|---|---|
report-portfolio-overview | Pipeline counts, status breakdown, portfolio snapshot |
report-status-budget | Status and capital by stage, deal-type mix |
report-overdue-milestones | Overdue milestone report (often exported to PDF) |
portfolio-analytics | Geographic distribution, prototype mix, permit processing times |
portfolio-triage | Cross-project attention ranking |
portfolio-dashboard | Schedule health dashboard across active projects |
financials | Budget variance, overruns, change orders, program capital summary |
workload-analysis | PM/GC capacity, overloaded roles, pipeline counts |
pipeline-status | Franchise pipeline — stages, TI receivables, risk flags |
Deep dives
| Skill | What it does |
|---|---|
project-deep-dive | Full status for one store — notes, handover, timeline |
single-project-deep-dive | Timeline, issues, next steps for one project |
project-detail | Team contacts, schedule, top issues for one Walmart remodel |
store-deep-dive | Lucernex facility/contract deep dive |
Field & program activity
| Skill | What it does |
|---|---|
daily-log | Superintendent daily log digest for active job |
program-activity | Program-wide subcontractor activity summary |
initiatives-behind-schedule | Overdue Wrike initiatives |
initiatives-starting-soon | Initiatives starting within 3 weeks |
Deliverable generation
These platform document skills often pair with domain skills when users need a file export:
| Skill | What it does |
|---|---|
generate-pdf | Merge, split, OCR, or export PDF files |
generate-excel | Spreadsheet creation and manipulation |
generate-docx | Word document deliverables |
generate-pptx | Slide decks |
generate-surfaice-html | Branded HTML reports for SendFile preview |
template-builder | Produce deliverables "by example" and save reusable templates |
Example prompts
daily-briefing — what should I focus on today?
report-portfolio-overview as PDF
financials — program budget summary for Q3
workload-analysis — which PMs are overloaded?
project-deep-dive store 1707
portfolio-focus across my projects
Related
- Skills library
- Apps & automations — schedule recurring reports with On Watch
- Teams & personas