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Explore a growing collection of Toolio templates and resources built by our community of retail experts.
The Claude Weekly Retail Recap Template gives merchandise planners a pre-structured CSV and a proven prompt to bring into Claude every Monday. One file, clean columns, the right shape for Claude to read. Skip the cleanup and get straight to the analysis.
How to Use It
Download the template, drop in your actuals, plan, and LY numbers, and upload it to Claude. Paste the prompt from the walkthrough, add your business and ask Claude to write the recap. Visuals included. Read the full blog for step-by-step guidance.

Sounds like a lot of manual work?
That's why we built Toolio's MCP Server. Connect Claude directly to your live planning data and run your weekly recap without touching a file.