Automate Your Quarterly Business Review
Let AI pull in the data so you can focus on the reflection.
At the end of each quarter, I like to look back at “what actually got done.” I review my business roadmap (which is stored in Notion), cross-reference completed items from my project management tool, and assess my metrics.
The reflection itself is really valuable, but easy to skip when gathering all of the information feels like a time-consuming chore.
What This Automation Does
A Claude Skill pulls the completed roadmap items and writes a structured recap directly into Notion. The data is there, and I can focus on reviewing everything in front of me and writing a reflection.
Tools
- Notion* (or could be something like Google Drive or wherever you store notes)
- Your project management tool (what got done)
- Claude AI (skill)
Step 1: Create a new page based on your quarterly review template
Notion generates a quarterly review page from a template on a recurring schedule, but you could also use Google Docs or any note-taking app that works with Claude. When you're ready to do the review, paste the page link into an AI conversation.
Step 2: Review the business roadmap
The skill reads your business roadmap. Mine has a month-by-month breakdown of what I’d planned to get done/launch. My business roadmap is stored in Notion, but it could also be stored in Google Docs or a project management tool. The skill should store the roadmap’s location, so it knows what to reference each time.
Step 3: Confirm the quarter and scope
Before writing anything, the skill confirms which quarter it's recapping and which data source it will pull from. This prevents writing the wrong quarter's accomplishments into the wrong page.
“What got done” comes from weekly recaps I prepare in Claude. The skill knows to look at a quarter’s worth of recaps and compare them to the roadmap. If you use a project management tool for business planning, you could also connect it to Claude and let Claude know where to find completed and in-progress projects.
The quarterly recap also pulls in my monthly website traffic reporting.
Step 4: Write the recap into the review page
The skill updates the quarterly review page with a bulleted list of what got done that quarter.
The page also contains some spots for written reflection. I complete those once the data has been placed.
