Turn spreadsheet data into a plain-English weekly report
Explain changes, exceptions and follow-up questions without inventing causes.
Best for
- Weekly sales, operations or service summaries
What you need
- Clean table with headers
- Metric definitions and comparison period
- Audience and thresholds
Limitations
The model cannot validate bad formulas, missing rows or undocumented metric definitions.
Recommended tool
ChatGPT
A free assistant can summarise a modest table when definitions and source data are supplied.
AI4E may earn a commission from partner links. This never affects which tool we recommend. Read the affiliate disclosure →
Pick your stack
Do it for nothing, or move faster with a paid tool.
AI4E may earn a commission from partner links. This never affects which tool we recommend. Read the affiliate disclosure →
Your copy-paste prompt
Fill in the blanks on the left and the prompt updates as you type.
Fill in your details
0 of 4 fields filled — every matching placeholder updates as you type.
Act as a cautious business analyst. Analyse [TABLE] using these metric definitions [DEFINITIONS] and compare [PERIODS]. Report only calculations supported by the table. Highlight material changes above [THRESHOLD], exceptions, missing data and questions for the owner. Do not invent causes, forecasts or explanations; label possible explanations as hypotheses requiring evidence. Show calculation formulas and separate facts, hypotheses and actions. Ask questions if units or periods are ambiguous. Return executive summary, metric table, exceptions and follow-ups.
Step-by-step instructions
- 1
Remove unnecessary personal data and validate spreadsheet formulas.
- 2
Provide metric definitions, periods and thresholds.
- 3
Recalculate headline numbers independently.
- 4
Add confirmed context and distribute the reviewed report.
Check the result
- Headline figures recalculate correctly
- Units and periods are consistent
- Causes are labelled as hypotheses
- Missing data is disclosed
If the result is poor
- If it invents causes, prohibit causal language without supplied evidence.
- If totals differ, provide a smaller clean export and explicit formulas.
Privacy and accuracy
- Remove customer and employee identifiers before uploading.
Sample input
Eight weeks of orders, revenue, refunds and response time by channel.
Expected output
A one-page report with calculations, two anomalies and questions rather than invented causes.
What people do next
Three recipes chosen for the task that usually follows this one, not just for sharing a category.
Business Automations
Analyse customer reviews and find recurring complaints
30 mins · Claude
Start this workflow →
Writing & Editing
Turn meeting notes into decisions, action items and owners
12 mins · Claude
Start this workflow →
Business Automations
Qualify incoming leads with a transparent scoring rubric
35 mins · ChatGPT
Start this workflow →