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How to Check an AI-Generated Weekly Report Before You Send It

A fictional weekly-report workflow for checking AI summaries, percentages, causes, owners and dates before a workplace update is shared.

The LearnWithZavi Team

AI at WorkFact-CheckingReportsProductivity

An AI-generated weekly report is ready to share only after a human checks its claims, calculations and commitments against the source material. The most common errors are not strange sentences. They are ordinary-looking statements that turn “ready for review” into “complete”, a proposed date into a promise, or a missing cause into a confident explanation.

This is a fictional workplace exercise. It shows a repeatable workflow without asking you to upload private project records to an AI tool.

The five-minute checking workflow

Use this order each time:

  1. Define the decision. Write down what the reader needs to decide or do after reading the update.
  2. Limit the source pack. Include only the material you are allowed to use. Keep confidential records in an approved system.
  3. Ask for a draft with evidence labels. Tell the assistant to separate facts, proposed actions and open questions.
  4. Recalculate the numbers yourself. Confirm the denominator and what the percentage measures.
  5. Check status, owners and dates. “Ready for review”, “approved” and “complete” are different states.
  6. Remove unsupported explanations. If the source does not name a cause, owner, approval or customer reaction, write “not stated”.

The final reviewer should be able to trace each important sentence back to a source line or calculation.

A fictional source pack

Imagine you are preparing a weekly update for a workshop signup refresh. The permitted source notes say:

SourceVerified information
S1There are 24 items: 18 ready for review, four in progress and two blocked. Categories do not overlap.
S2No items have final sign-off.
S3Both blocked items need an attendance-limit decision. The reason that decision is missing is not recorded.
S46 November is a proposed release date, not an approved date.
S5No client feedback has been collected.
S6The project owner requests reviewer assignments and the attendance-limit decision by 2 November.

The numbers reconcile: 18 + 4 + 2 = 24. The calculation 18 ÷ 24 = 75%, but that is the share of items ready for review. It is not proof that the project is 75% complete.

The illustrative first draft

Here is a plausible but unsafe draft an assistant might produce:

The project is 75% complete, with positive client feedback. The team is on track to launch on 6 November after resolving a supplier delay. All remaining work has owners and should be finished by 2 November.

The wording sounds tidy. It is also wrong in several different ways.

Check each claim, not the general impression

Draft claimEvidence availableVerdictSafer correction
The project is 75% complete18 of 24 items are ready for reviewMislabelled“18 of 24 items, or 75%, are ready for review. No items have final sign-off.”
There is positive client feedbackNo client feedback has been collectedUnsupportedRemove the sentence.
The team will launch on 6 November6 November is proposed, not approvedOverstated“6 November is a proposed release date.”
The blocker is a supplier delayThe reason is not recordedInvented cause“Both blocked items need the attendance-limit decision. The reason for the missing decision is not stated.”
All remaining work has ownersThe source asks for reviewer assignmentsUnsupported“Reviewer assignments are requested by 2 November.”

The checked version is less dramatic:

Eighteen of 24 items are ready for review, which is 75% of the current item list. Four items are in progress and two are blocked. No items have final sign-off. Both blocked items need the attendance-limit decision. Reviewer assignments and that decision are requested by 2 November. 6 November is a proposed release date, not an approved commitment. Client feedback has not been collected.

That version gives the reader something useful to act on without pretending that the evidence says more than it does.

Prompt for a bounded draft

You can ask an approved assistant to organise the source pack, but keep the boundary explicit:

Draft a checked weekly update
Create a weekly project update using only the source pack below.

Separate the output into:
1. Verified status, with calculations shown
2. Decisions or actions needed, with owner and date only when stated
3. Open questions and limitations
4. Proposed dates, clearly labelled as proposed

If a fact, cause, owner, approval, customer reaction or deadline is missing,
write "not stated". Do not infer project completion from the number of items
ready for review. Do not turn a proposed date into a commitment.

Source pack:
[paste only material you are permitted to share]

The prompt reduces guessing, but it does not replace the six checks. Read the result alongside the source pack and recalculate important figures outside the assistant.

Use an evidence table in the final report

For recurring updates, keep a small table behind the prose:

ClaimSource and dateWhat was checkedLimitation or open question
18 of 24 items are ready for reviewS1, reporting date18 + 4 + 2 = 24; 18 ÷ 24 = 75%Ready for review is not final approval
Attendance-limit decision is neededS3 and S6Both blocked items require itDecision owner is not named
6 November is proposedS4Confirmed wording is “proposed”Approval is missing

This is more useful than a confidence score. A reader can see what was checked and what still needs a person to decide.

What not to paste into an AI tool

Do not upload a real project pack merely because it would make the example more realistic. Follow your organisation's approved-tool and data rules. Remove personal details only when your policy says that is enough. Names, dates, contract terms, customer information and combinations of harmless-looking fields can still be sensitive.

When in doubt, practise with a fictional pack like the one above, or describe the structure without copying the underlying records. Our guide to confidential work information explains the questions to ask before sharing anything.

Download the practice template

The weekly report template and practice source pack includes the editable headings, reconciliation checks and the fictional facts used in this example. You can also practise the wider workflow in the free lesson on reports and summaries, or follow the professional learning path.

The goal is not to make every update sound polished. It is to make each important sentence traceable, each calculation reproducible and each unresolved decision visible.

Weekly reports and AI: FAQ

What should I check in an AI-generated weekly report?
Check every number against its source and denominator, separate ready for review from complete, confirm owners and dates, and remove causes or feedback that the source material does not state.
Can AI write a weekly report from my notes?
It can organise permitted notes into a draft, but a responsible person must check the claims, calculations, status labels and commitments before the report is shared.
How do I stop an AI report from inventing project updates?
Give it a bounded source pack, tell it to write 'not stated' when evidence is missing, ask for an evidence table, and review the draft against the original material.

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