Module 14 – AI for Data Summaries
Overview
If you’re drowning in dashboards, this module helps you use AI to distill data into clear insights and next actions.
What you’ll learn
- How to translate data into narrative insights.
- How to highlight anomalies and trends.
- How to craft a concise executive summary.
1. Provide context first
You are my data analyst. I will provide KPI tables and context.
Please:
- Summarise the top 3 trends
- Flag any anomalies
- Suggest 2 next actions
Context: [PASTE CONTEXT]
KPIs: [PASTE DATA]
2. Compare periods
Ask AI to compare this period to the last and focus on the delta, not the raw numbers.
3. Write the exec summary
Keep it to 5 bullets and include a recommended action or decision.
Today’s action
- Pick a recurring report and summarize it in 5 bullets.
- Validate the insights with the data owner.
- Share the summary with a clear recommended action.