Workflow · Intermediate · 45 min
Monthly report from raw numbers workflow
Produce the monthly business report from exports rather than by hand, with the narrative written from the actual figures.
- ChatGPT
- Claude
- Any assistant
- business
- workflow
Inside this workflow
- When: First working day of each month.
- 1. Compute before you narrate
- 2. Paste the computed table
- 3. Ask for the narrative
- 4. Compare with last month
- 5. Review the numbers in the prose
- Steps
- 5
- Tools
- Spreadsheet exports, Any assistant
The full workflow opens with a membership that covers AI for Business.
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