Why you need this
Data is everywhere, but insights are rare. Most professionals struggle to turn spreadsheets and reports into decisions that matter. AI changes this—but only if you know how to use it.
This playbook bridges the gap between raw data and actionable insights. Whether you're analyzing sales figures, customer feedback, or operational metrics, you'll learn to extract meaning faster and more reliably.
Perfect for:
- Business analysts who want to accelerate their workflow
- Managers drowning in data but starving for insights
- Marketers analyzing campaign performance
- Operations teams optimizing processes
- Anyone who works with data but isn't a data scientist
What's inside
The AI Analysis Workflow
Phase 1: Data Preparation
- Cleaning messy data with AI assistance
- Handling missing values and outliers
- Formatting for analysis
- Prompt templates for data cleaning tasks
Phase 2: Exploratory Analysis
- Discovering patterns with AI
- Statistical summary prompts
- Trend identification techniques
- Anomaly detection approaches
Phase 3: Deep Analysis
- Correlation and causation analysis
- Segmentation strategies
- Predictive insights
- Competitive analysis frameworks
Phase 4: Insight Communication
- Creating compelling visualizations
- Writing executive summaries
- Building data stories
- Presentation templates
25+ Analysis Prompt Templates
For sales data:
- Revenue trend analysis
- Customer segment performance
- Product mix optimization
- Pipeline health assessment
For marketing data:
- Campaign ROI analysis
- Channel attribution
- Customer journey mapping
- Content performance review
For operational data:
- Process efficiency analysis
- Resource utilization review
- Quality metrics assessment
- Capacity planning
Tools Comparison
| Tool | Best For | Price Range |
|---|---|---|
| ChatGPT | General analysis, explanations | $0-$20/mo |
| Claude | Complex documents, detailed analysis | $0-$20/mo |
| Excel + AI | Structured data manipulation | Varies |
| Specialized BI | Large-scale, recurring analysis | $$$$ |
How to use it
Start simple: Pick one recurring analysis task. Apply the relevant template. Measure time saved.
Build your library: Customize templates for your specific data and business context. Save what works.
Scale gradually: Once core analyses are working, expand to new data sources and use cases.
Example workflow:
- Paste your data summary into the AI tool
- Use the exploratory analysis template
- Identify 2-3 interesting patterns
- Deep-dive on the most relevant pattern
- Generate visualization recommendations
- Draft your insight summary
Want to go deeper?
- AI Strategy Basics — Build your analysis capability
- AI for Small Businesses — Practical business applications
- AI Cost Optimization Checklist — Maximize ROI
License & Attribution
This resource is licensed under Creative Commons Attribution 4.0 (CC-BY). You may share and adapt for any purpose with attribution.