SMEMindsPlaybook
Workflow library

Data · Intermediate · about 22 minutes

The AI Data Analyst workflow — CSV in, management summary out

You upload a sales CSV and ask for insights. You get eight paragraphs of plausible commentary: growth is strong in the west, the premium segment is underperforming, consider focusing on repeat customers. It reads well.

You need
File: Q3 sales export, 8,400 rows, apparel wholesale business. Decision: whether to change the west-region incentive structure.
Tool
An assistant's code/data-analysis mode with the file uploaded
You get
MANAGEMENT SUMMARY — Q3 FY26 sales 1. HEADLINE — Q3 revenue was ₹4.82 crore, down 11.4% against Q2's ₹5.44 crore.
Time saved
A full analysis-to-summary cycle from 6–8 hours to about 75 minutes, including verification.

The steps come with the AI Playbook

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