---
name: business-ops-monthly-review
description: >-
  Pull the month's metrics from the provided data sources and draft a monthly
  business review, with trend continuity from the prior monthly review when
  available.

  Use when the user wants an automated monthly business review assembled from the
  month's data sources.

  Do NOT use for weekly or quarterly reviews, or when there is no underlying data
  to pull metrics from.
license: Apache-2.0
type: workflow
skills: "ops-report"
metadata:
  author: wayland
  version: 1.0.0
  tags: business-ops monthly-review metrics reporting deterministic
  category: Business Operations
  depends: "ops-report"
---
# Monthly Review

**Estimated time:** about 60 seconds

This workflow pulls the month's metrics from the provided data sources and drafts
a monthly business review, carrying trend continuity forward from the prior
monthly review when one is supplied. It runs as a deterministic two-action
pipeline once the inputs are known.

## Steps

**Step 1: Gather the Data Sources**

Confirm the inputs before pulling anything. You need `data_dirs`: the paths to the
monthly data sources. This input is required, so if it is missing, ask the user
for it and wait. Optionally accept `prior_review_path`: a file path to the prior
monthly review for trend continuity. If it is not provided, proceed without it.

- Input: data_dirs (required), prior_review_path (optional)
- Output: confirmed source paths for the metrics pull
- Key focus: do not proceed without a valid data_dirs path

**Step 2: Pull the Monthly Metrics** (uses: ops-report)

Pull the month's metrics from the confirmed data sources in monthly-metrics mode.
Read the sources and extract the month's key numbers. If the pull fails
(unreadable or missing sources), halt and report the error rather than
fabricating numbers; do not advance to the draft.

- Input: data_dirs from Step 1
- Output: the pulled monthly metrics
- Key focus: real numbers from the sources; halt on a pull failure

**Step 3: Draft the Monthly Review** (uses: ops-report)

Draft the monthly business review from the pulled metrics in
monthly-review-draft mode. If a prior monthly review path was provided, read it
and carry trends forward so the draft shows month-over-month movement rather than
a standalone snapshot. Output the metrics alongside the draft.

- Input: monthly metrics from Step 2, prior_review_path from Step 1 (optional)
- Output: the metrics plus the drafted monthly business review
- Key focus: month-over-month trends and a clear business-review narrative
