Claude Code plugin turns days of manual reporting into one session
Challenge
- Charm's sales team spent days per customer report manually querying TikTok Shop and DTC brand analytics data and assembling slides by hand
- Turning that analysis into a polished, brand-compliant PowerPoint deliverable was a manual, non-repeatable process
- Charm wanted to put market intelligence in front of its own existing and prospective customers without adding analyst headcount
- Any agent-generated deck had to be provably accurate before it could reach a client — a single unverified figure would undermine trust in the deliverable
Solution
- Designed and built a custom Claude Code plugin connecting Claude directly to Charm's proprietary TikTok Shop and DTC analytics datasets in Databricks via an MCP connector
- Packaged Charm's proprietary analytical methodology into reusable skills, evidence-binding rules, and specialized review sub-agents
- Built a claim-manifest system that binds every figure on a client slide to a stored query result, with an automated pre-render gate blocking any export containing unverified numbers
- Enabled Claude to run the full workflow — from SQL query to a rendered, brand-compliant PowerPoint deck — in a single session
- Rolled the plugin out to Charm's sales team in a phased program, then extended it to additional recurring deliverables beyond the initial monthly category deck
Outcome
- Analyst turnaround: work that took about 3 days per customer report now runs in 15 minutes in a single Claude session
- In daily use by Charm's sales team on client-facing presentations
- Program expanded from one monthly deck to multiple recurring deliverables
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