Templates

Create P&L (AI)
Ask AI to create a P&L
solution template finance
Surveys: Guide to Teaching AI How to Interpret Ranges (AI)
To process survey results accurately, particularly when dealing with groups or ranges like age or duration of residence, it's essential to clearly define how these ranges should be interpreted by the AI.
ai copilot template suerveys
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Pie Chart
Show a pie chart that includes Spend and Revenue.
template
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Funnel Chart
Show a Funnel Chart for a marketing pipeline.
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Bar Chart on Timeline
Bar Chart on Timeline
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Bar Chart
Create a Bar Chart with totals
template
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Line Chart
Create a line chart.
template
Find pattern in Page URLs
Find pattern in Page URLs
template marketing
Identifying and Evaluating Low-Performing Campaigns (AI)
Identify campaigns with bad performance.
template marketing
Show me projects with status "In Progress"
Show me projects with status "In Progress"
template project_management
Ask AI to create a dashboard (AI)
Imagine you have raw data in a format that's not ideal for reporting purposes. You can request AI to reformat the data for better readability.
template marketing copilot
Show days when Fact CPA and Goal CPA gap more than 15%.
Show days when Fact CPA and Goal CPA gap more than 15%.
template marketing
For every client show the first and the last month on the record (AI)
For every client show the first and the last month on the record.
template finance sales
Amazon TACoS Dashboard Template
Amazon TACoS Dashboard Template
template
Find growth for the full period for every client
Find growth for the full period for every client.
template finance sales
Amazon TACoS Workflow Template
Amazon TACoS Workflow Template
template