All templates
Activities

ANALYZE & REPORT MODE

Use when: Working with data, creating reports, finding insights, or making decisions

Data Analysis & Insights Report

Prompt
Analyze the following data and create an insights report:

[DATA SOURCE/DESCRIPTION OR ATTACH FILE]

Analysis goals:
- [WHAT QUESTIONS TO ANSWER]
- [WHAT DECISIONS THIS INFORMS]

Provide:
- Executive summary (3-5 key findings)
- Detailed analysis with visualizations
- Trends and patterns identified
- Anomalies or outliers worth investigating
- Actionable recommendations
- Data quality notes or limitations

Format as a professional report with charts and clear headings.
Tools used

Python Code Execution, Google Sheets, SQLite

Financial Performance Dashboard

Prompt
Create a financial performance summary for [PERIOD].

Data sources:
- Revenue: [SOURCE/DATA]
- Expenses: [SOURCE/DATA]
- Key metrics: [LIST METRICS]

Include:
- Revenue vs. target analysis
- Expense breakdown by category
- Key ratios and benchmarks
- Month-over-month and year-over-year comparisons
- Cash flow summary
- Top 3 financial priorities for next period

Flag any concerns or areas needing attention.
Tools used

Google Sheets, Python Code Execution, Stripe

Market & Economic Context Report

Prompt
Research current economic indicators relevant to [INDUSTRY/REGION].

Include:
- GDP growth and economic outlook
- Interest rates and inflation trends
- Employment data
- Industry-specific economic indicators
- Consumer confidence/spending trends
- Any relevant policy changes or regulations

Provide context on:
- How these factors impact our business
- Opportunities created by current conditions
- Risks to monitor
- Recommended strategic adjustments

Use FRED data and credible economic sources.
Tools used

FRED Economic Data, Tavily, News Search

Customer/Sales Pipeline Analysis

Prompt
Analyze our sales pipeline for [PERIOD].

Pipeline stages and values:
- [STAGE 1]: [VALUE/NUMBER]
- [STAGE 2]: [VALUE/NUMBER]
- [STAGE 3]: [VALUE/NUMBER]
- [STAGE 4]: [VALUE/NUMBER]

Historical conversion rates: [DATA IF AVAILABLE]
Average deal size: [VALUE]
Sales cycle length: [DURATION]

Calculate and report:
- Pipeline coverage ratio
- Weighted pipeline value
- Stage-by-stage conversion analysis
- Bottlenecks in the funnel
- Forecast accuracy vs. actuals
- Top opportunities to prioritize

Recommend 3 actions to improve pipeline health.
Tools used

Google Sheets, CRM, Python Code Execution

Survey Results & Feedback Analysis

Prompt
Analyze the following survey/feedback data:

[DATA OR FILE]

Survey context:
- Audience: [WHO RESPONDED]
- Response rate: [PERCENTAGE]
- Key questions: [LIST MAIN QUESTIONS]

Provide:
- Response summary and demographic breakdown
- Quantitative analysis (scores, ratings, distributions)
- Qualitative themes and sentiment analysis
- Notable quotes or feedback highlights
- Comparison to benchmarks if available
- Priority issues to address
- Recommended actions based on feedback

Include visualizations where helpful.
Tools used

Python Code Execution, Google Sheets, SQLite

Competitor Benchmarking Report

Prompt
Create a competitive benchmarking report comparing us to [COMPETITOR 1], [COMPETITOR 2], and [COMPETITOR 3].

Benchmark categories:
- Product/features
- Pricing
- Market positioning/messaging
- Customer reviews/ratings
- Online presence (website, social, content)
- Marketing channels and tactics
- Strengths and weaknesses

For each competitor:
- Key facts and positioning
- What they do well
- Where they're vulnerable
- How we compare

Include a SWOT-style summary and strategic recommendations for differentiation.
Tools used

Tavily, Web Browser Agent, Python Code Execution