PlaybookPrompts

Data & Analysis

SQL, spreadsheet formulas, dashboards, summaries.

Prompts that translate fuzzy questions into runnable queries: SQL drafting, spreadsheet-formula generation, dashboard scoping, exec-summary distillation.

Data & Analysis sheetsexcel

Generate a Google Sheets / Excel formula from a description

Spreadsheet formulas have many ways to be wrong. This prompt produces the formula plus a verification step.

4 variables • 2 suggested tools
Data & Analysis exec-summaryanalytics

Write a one-paragraph exec summary from a data table

Most data summaries are 'here's what the chart shows.' This prompt produces an exec summary that names what changed, why it might matter, and what to do.

2 variables • 2 suggested tools
Data & Analysis dashboardsanalytics

Scope a dashboard from a stakeholder ask

Stakeholders ask for 'a dashboard'. This prompt extracts what they actually need, so you build it once.

3 variables • 2 suggested tools
Data & Analysis anomaliesanalytics

Generate plausible explanations for an unexpected metric movement

When a number jumps unexpectedly, the answer matters less than the structured search. This prompt enumerates causes by category so you can rule them out fast.

4 variables • 2 suggested tools
Data & Analysis sqldata-engineering

Draft a SQL query from a plain-English question

Translating a business question into SQL is where most non-engineers get stuck. This prompt turns a natural-language ask into a ready-to-run query with inline comments explaining each clause.

3 variables • 3 suggested tools
Data & Analysis retentionproduct-analytics

Interpret a cohort retention table and surface key insights

Cohort retention tables are easy to generate but hard to read quickly. This prompt extracts the most important signals and frames them as actionable observations for a product or growth team.

4 variables • 3 suggested tools
Data & Analysis data-cleaningspreadsheet

Write step-by-step data cleaning instructions for a messy spreadsheet

Raw exports from CRMs, survey tools, or ERPs are almost always dirty. This prompt produces a concrete, ordered cleaning checklist tailored to the specific problems in your dataset.

4 variables • 3 suggested tools
Data & Analysis ab-testingexperimentation

Translate A/B test results into a plain-English decision memo

Stat-sig outputs from an A/B test rarely translate directly into a shipping decision. This prompt converts raw test results into a clear recommendation that includes confidence level, practical significance, and the right caveats.

5 variables • 3 suggested tools
Data & Analysis kpismetrics

Build a KPI tree from a top-level business goal

Before you build a dashboard, you need to know which metrics actually connect to the goal you care about. This prompt constructs a structured KPI tree that shows drivers, lag and lead indicators, and data-source requirements.

4 variables • 4 suggested tools
Data & Analysis pivot-tablespreadsheet

Design a pivot table structure from an analysis question

Most people open a pivot table tool before they know what they're trying to answer, which leads to trial-and-error. This prompt works backwards from your question to specify exactly which fields go in rows, columns, values, and filters.

3 variables • 3 suggested tools
Data & Analysis data-requestsproject-management

Convert a vague data request into a precise analyst ticket

Vague requests like 'can you pull something on churn?' waste analyst time because they bounce back for clarification. This prompt turns an ambiguous ask into a scoped, specific ticket an analyst can act on immediately.

4 variables • 3 suggested tools
Data & Analysis forecastingrisk-analysis

Stress-test the assumptions behind a numeric forecast

Most forecasts fail not because the math is wrong but because one or two key assumptions are never questioned. This prompt systematically surfaces those assumptions and shows what happens when they break.

4 variables • 4 suggested tools