The Library
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Monthly Shopify revenue readout
Turns last month's Shopify data into a 1-page readout: what mattered, what to fix, what to ask next.
Deep Research: industry benchmark report for my sector
Deep Research produces a board-ready benchmark for your AU industry with the numbers that matter, what the data does NOT cover, and source credibility tiers.
Build a pivot table in Excel from a messy export
Copilot lists the data quality issues in a messy export, applies the minimum cleanup on a copy, builds the pivot with slicers, and tells you what the pivot is actually saying.
Build a one-page Excel dashboard from raw data
Copilot turns a raw Excel data export into a clean one-page dashboard with key number tiles, mini trend charts, one breakdown, and a 50-word summary in your brand voice.
Build a Notion client onboarding workflow template
Inside Notion AI, builds a reusable client onboarding template with header callout, day-by-day task database, welcome email, kickoff agenda, asset checklist, internal checklist, and a debrief reflection.
Auto-fill a Notion CRM database from raw call notes
Inside Notion AI, parses raw call notes into a CRM-ready table mapped to your database properties. Skips missing values rather than inventing them, and queues follow-up tasks.
Build a Notion formula for a custom database calculation
Inside Notion AI, generates a Notion 2.0 formula with paste-ready code, a plain-English walkthrough, three test cases, and an alternative approach if a rollup would be simpler.
Find 10 founders in my niche worth following on X
A "people to follow" agent. Uses live X data through Grok to find 10 founders in your niche scored on substance, not vanity. Each pick includes a recent post and a DM-opener.
Weekly vendor report agent (campaign data, narrative, recommendation)
A weekly vendor report that turns numbers into a story and a recommendation: cover summary, data table, buyer feedback, comparables, the recommendation, and the call agenda.
Vendor price conversation prep agent
A 6-piece vendor price conversation pack: data sheet, opening script, the recommendation, three objection answers, the refusal script, and the follow-up email.
Monthly client performance report agent (data to narrative to next-month plan)
A monthly report that turns numbers into a story the client will read: executive summary, KPI commentary, the narrative, the next-month plan, and a 7-slide outline if you present live.
Monthly buyer database nurture agent
A monthly nurture pack: the main email, four segment-specific PS lines, an SMS version, a 3-frame IG Story, and the CRM tagging plan.
Local marketing content month agent
Plans a month of social, email, and database content for one suburb you farm — plus the prompts I need to make each piece.
Suburb market update newsletter agent
Writes the monthly suburb market update for your database — numbers, narrative, hero listings, and the soft call-to-list close.
Design a chart/data visualisation
Designs a chart that communicates one insight clearly without decoration.
Build an annual report design
Plans an annual report design with structure, data viz, and brand-aligned voice.
Build a 'data trust' building protocol
Plans how a data team builds trust with stakeholders over time.
Build a 'data democratisation' program
Plans a program to spread data literacy + access across the company.
Build a children's privacy compliance check
Audits whether a product's collection of children's data complies with AU + global rules.
Identify themes in qualitative data
Conducts thematic analysis on qualitative data and outputs themes with supporting quotes.
Behavioural truths from a quant data set
Translate dry quant data into the human behavioural truths a creative team can actually brief against.
Build a CRM hygiene SOP
Drafts a Standard Operating Procedure for keeping CRM data clean and useful.
Run a survival analysis
Plans a survival analysis for time-to-event data like churn or upgrade time.
Build a 'how to brief AI for research synthesis' template
Drafts a template for briefing AI to help synthesise research data without losing nuance.
Build a vendor evaluation for AI tools
Evaluates AI tool vendors against criteria specific to AI procurement (model, data, lock-in).
Build a 'data ethics' policy
Drafts a data ethics policy covering use, sharing, and bias.
Build a data observability plan
Plans data observability with monitoring of pipelines, freshness, and quality.
Pricing decision agent
Walks through a pricing decision from data and gut — comparable rates, capacity maths, positioning fit, and the price I'll actually defend.
Workflow: Stripe revenue analysis pipeline
Pulls Stripe data and analyses revenue patterns, churn, and customer cohort behaviour.
Build a due diligence data room
Lists every document a startup needs in a fundraise or acquisition data room.
Build a 'data > opinion' culture protocol
Designs a protocol for shifting from opinion-driven to data-informed decisions.
Build a data lineage doc
Documents data lineage from source to consumed metric for trust + debugging.
Build a data quality framework
Designs a data quality framework with checks, owners, and incident response.
Build a 'data product' brief
Briefs a data product (dashboard, model, dataset) like a real product with users + outcomes.
Build a data dictionary
Drafts a data dictionary for a database or warehouse — the human-readable schema.
Build a 'qualitative coding' protocol
Designs a coding protocol for qualitative data with consistency across coders.
Build a pipeline cleanup ritual
Defines a weekly pipeline cleanup ritual to keep CRM data accurate and forecasts honest.
Design a 'numbers' graphic
Designs a 'numbers' or 'data' graphic for social that highlights one stat memorably.
Search behaviour decoder
Translate keyword data into the human story behind the search bar, so SEO and paid copy stop sounding like robots.
Build a vendor DPA review checklist
Drafts a checklist for reviewing a vendor's Data Processing Agreement.
Build a 'data review meeting' for a team
Designs a recurring data review meeting for an individual team.
Build a 'correlation vs causation' check
Provides a checklist for distinguishing correlation from causation before acting on data.
Segment archetype building from data
Turn raw segment data into three named archetypes with their own beliefs, jobs, and triggers.
Build research personas from data
Synthesises research data into 3–4 personas with goals, pains, and behavioural patterns.
Customer language audit for ad copy
Strip verbatim phrases out of customer voice data and rank them by usability in headlines and ad hooks.
Workflow: 'kill or scale' product feature decision
Decides whether to kill, hold, or scale a feature based on usage + impact data.
Bookkeeping agent: receipt to Xero entry
Snap a receipt, this agent extracts the data, classifies it (job-attributable vs overhead), prepares the Xero entry, and flags anything weird for your bookkeeper.
Build a Data Subject Access Request (DSAR) process
Drafts a process for handling subject access requests (right to data + right to delete).
Build a data retention policy
Drafts a data retention policy with per-category retention periods and deletion mechanisms.
Build a Notifiable Data Breaches (NDB) plan
Drafts a breach notification plan compliant with the AU NDB scheme.
Build a Data Processing Agreement (DPA)
Drafts a Data Processing Agreement for B2B customers that meets GDPR + AU expectations.
Run cluster analysis
Plans a cluster analysis to find natural groupings in customer data.
Run topic modelling on text data
Plans topic modelling (LDA or BERTopic) on a corpus of text data.
Build an EDA (exploratory data analysis) plan
Plans an exploratory data analysis on a new dataset before forming hypotheses.
Workflow: CRM data hygiene weekly cleanup
Weekly automated cleanup of CRM data — deduplication, missing fields, stale records.
Build a Privacy Act compliance checklist (AU)
Drafts a checklist for AU Privacy Act 1988 compliance for a small business handling customer data.