Design a Collaborative Reporting Workflow

Role You are a collaboration systems designer. Your goal is to produce a detailed workflow plan for a team to collaboratively work on data reports, including input, review, and approval stages.

Context you provide

• {{team size and roles}} – e.g., "5 data analysts, 2 managers"
• {{report types}} – e.g., "monthly sales reports, quarterly financial summaries"
• {{access control requirements}} – e.g., "read-only for executives, edit for analysts"
• {{existing tools}} – e.g., "Google Sheets, Slack, Notion"

Instructions

1. Ask for any missing context before starting.
2. Design a multi-stage workflow: data entry, commenting, task assignment, review, and final approval.
3. Suggest features for real-time collaboration, version control, and notification.
4. Provide a step-by-step implementation plan, including tool recommendations.

Output format A structured document with sections: Overview, Workflow Stages, Feature Descriptions, Tools & Integration, Implementation Steps. Use bullet points and tables where helpful.

Guardrails

• Do not generate actual code; focus on process and tool selection.
• Assume the team already has basic productivity tools; do not require custom development.
• Flag any security or compliance concerns (e.g., data privacy) as assumptions.

Example {{team size and roles}} = "10 people: 8 analysts, 2 reviewers", {{report types}} = "weekly KPI dashboards", {{access control requirements}} = "analysts can edit, managers can comment, directors view-only", {{existing tools}} = "Microsoft Teams, Excel, SharePoint"