Use case
Automated report drafting with Claude
Updated September 19, 2026
Weekly numbers are easy to fetch and tedious to write up. This workflow pulls metrics from your API, trims them to what matters, and has Claude draft the summary you would have written.
How the workflow runs
- The trigger sets the reporting period.
- An API node fetches metrics for that period from your analytics API, added with OAuth 2.0 client credentials so Worfilo fetches and renews the token itself.
- A Set node keeps only the fields the report needs, so the prompt stays short and cheap.
- A draft agent writes the report, and the Output node returns it.
The drafting prompt
Write a short weekly report for {{ trigger.period }}.
Lead with the biggest change, then three bullet points.
Metrics:
{{ nodes.shape.output }}Running it on a schedule
Publish the workflow, then add a trigger on the Triggers page: pick the workflow, choose a repeat such as every weekday at 8am, and Worfilo runs the published version on that schedule. The webhook endpoint is still to come, so an event from another service cannot start a run yet.
Keep reading
- Custom APIs: connect any HTTP API with any authRegister any HTTP API once with its base URL and auth, from no auth and API keys to OAuth 2.0 and AWS Signature v4, then call it from workflows and agents.
- Set node: build JSON with templatesThe Set node builds a new JSON object from templates, to reshape data between AI workflow steps and keep agent prompts small.
- Getting started with WorfiloCreate a Worfilo account, connect your apps and APIs, then generate or build your first AI agent workflow and watch it run in a few minutes.
Build it on the canvas
Create a free account, describe the workflow or wire it yourself, and run it in the browser.