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Don't trust it. Direct it.
- About 60 minutes, no SQL needed
- A four-step method: Frame, Investigate, Validate, Recommend
- Copy-paste prompts and a validation checklist
- A worked case you can follow with your own data
A hands-on tutorial built around one real-looking question, did conversion fall after a redesign. Learn to direct AI instead of just believing its first answer, then turn the result into a recommendation your leadership can act on.
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What's inside the guide
What's inside the guide
Eight short pages, from the question to your first data agent
- Frame: a half-page decision brief, including a boring hypothesis about tracking or seasonality
- Investigate: a directed prompt compared with a lazy one that gives a fast but wrong answer
- Validate: a device breakdown that shows how a total can fall while every group rises, plus a checklist and a pressure-test prompt
- Recommend: a five-line summary with situation, insight, impact, recommendation and confidence
- Your first data agent: a weekly KPI report with n8n or Zapier, rule checks and human approval
- A two-week pilot with simple metrics to prove it worked
Stop trusting the first answer AI gives you
Stop trusting the first answer AI gives you
Is this guide for you?
This guide is for marketers, analysts and business professionals who work with numbers and want AI to help without misleading them. You do not need SQL. You need ChatGPT, Claude, Gemini or Copilot, plus a spreadsheet or an export with a question you have to answer.
Take AI further in your analysis work
Take AI further in your analysis work
AI Fluency: live practice with mentors
Tools change every month. The skill that lasts is knowing how to brief, check and direct AI on real work. In AI Fluency you practice with live mentors on your own tasks, with no technical background needed.
Download the AI Analysis Playbook
Fill in the form and we'll send the PDF to your email in a few minutes. The company and numbers in the guide's example are fictional. Product names are trademarks of their respective owners.