Personalized attestation reports for every member school
Ahead of the first year-end attestation, schools and conferences needed to see exactly where they stood. I used Claude Cowork and the terminal to design and generate a personalized report for every member school and conference, then automated delivery to the right leaders every two weeks.
The problem
Attestation was a brand-new, high-stakes process with a hard September 1 deadline, and CAPS didn't show attestation status or progress.
The people accountable for attestation, including presidents and chancellors, don't work in CAPS day to day. Without a report, they had no easy way to see where their school stood or who still needed to act.
What I built
- Design the reportWorked with Claude to design a report layout that shows each school its own data and progress toward attestation.
- Generate one per school and conferenceUsed Claude Cowork and the terminal to produce 319 school reports and 35 conference reports.
- Route to the right peopleAutomated delivery to 1,000+ school leaders, including athletic directors, and 100+ conference leaders.
- Repeat every two weeksSent fresh reports every two weeks across the eight-week window, so everyone could track progress toward the deadline.
How I made sure it was right
Each report held one school's compliance data, so accuracy and delivery to the right people mattered as much as speed.
Before each send, I ran random spot checks on report data and recipient lists.
What changed
Schools, conferences, and their leadership had a transparent, shared view of attestation progress during a critical deadline. Open tracking showed who had seen each report, which built accountability into the process.
Nearly all 319 schools completed attestation (96%).
Related work
These reports supported the year-end close-out process. Read the attestation case study