Dispatches
Library10 startersStarters
09

Athena starters for data and analytics

KPI digests, report refreshes, and analysis people trust. 10 starters, 4 of which run on a schedule. Each shows what it needs, what it delivers, and the full prompt to copy.

Athena Library

Athena starters for data and analytics are 10 ready-made prompts grouped into Reporting, Analysis and Preparation. 4 run on a schedule: Athena runs them once, delivers a spreadsheet, PowerPoint deck and Word document, emails them to you, and repeats on the cadence you pick. None need a connected app.

FIG. 01 / DATA AND ANALYTICSREPORTINGWeekly KPI digestSCHEDReport refreshSCHEDData quality checkSCHEDDashboard from dataANALYSISExplore a datasetWhy did this number changeChurn driversSCHEDPREPARATIONClean a spreadsheetMerge two filesExtract data from PDFsFIG. 01 / DATA AND ANALYTICSREPORTINGWeekly KPI digestSCHEDReport refreshSCHEDData quality checkSCHEDDashboard from dataANALYSISExplore a datasetWhy did this number changeChurn driversSCHEDPREPARATIONClean a spreadsheetMerge two filesExtract data from PDFs
FIG. 01The data and analytics starters by group. SCHED marks a starter that runs on a schedule; each has its own page.
Contents
  1. 01Reporting
  2. 02Analysis
  3. 03Preparation
  4. 04Why run it in Athena
  5. 05For your team
  6. 06Related dispatches
  7. 07Questions teams ask

01Reporting

Weekly KPI digest

What moved, against target, and why. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Build the weekly KPI digest. Ask me which dataset or spreadsheet in Athena holds the metrics and which ones matter. Show what moved week over week and against target, why, and what to watch. Keep the headline under 200 words. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per metric (metric, this week, last week, target, change, why); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Report refresh

A report you rebuild by hand, rebuilt for you. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Refresh a report I rebuild by hand. Ask me for the report and where its data comes from. Rebuild it from the latest data with the same layout, check totals against the last version, and list anything that looks off. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per check (section, metric, this run, last run, difference, note); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Data quality check

Row counts, nulls, duplicates, and breaks since last run. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Run a data quality check. Ask me which tables or spreadsheets in Athena to watch. Check row counts, empty values, duplicates, and values out of range against the last run, and flag anything that broke with the likely cause. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per check (dataset, check, result, last run, status, likely cause); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Dashboard from data

An interactive dashboard with trends, targets, and filters.

Setup
No setup needed
Runs
When you ask
Outputs
An answer in chat
No setup needed
Show the prompt
Build an interactive dashboard from this data: [attach or pick from Athena]. Show the five metrics that matter with trends, targets, and filters by [dimension], plus a short note on what it says.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

02Analysis

Explore a dataset

Data quality and the five most interesting findings.

Setup
No setup needed
Runs
When you ask
Outputs
An answer in chat
No setup needed
Show the prompt
Explore this dataset: [attach or pick from Athena]. Describe what is in it, check data quality, and give me the five most interesting findings with a chart for each.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Why did this number change

A change broken into its drivers, with the math.

Setup
No setup needed
Runs
When you ask
Outputs
An answer in chat
No setup needed
Show the prompt
Explain why [metric] changed between [period] and [period] in this data: [attach or pick from Athena]. Break the change into its drivers, show the math, and say what is a real change and what is a data issue.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Churn drivers

What predicts churn and who is at risk now. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Find what predicts churn. Ask me for the customer data (a dataset or spreadsheet in Athena, or an upload). Rank the drivers and show how strong each is, list the current customers most at risk, and say what changed since the last run. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per at-risk customer (customer, segment, risk score, top driver, change, suggested action); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

03Preparation

Clean a spreadsheet

Types fixed, duplicates removed, and a change log.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet
SheetNo setup needed
Show the prompt
Clean this spreadsheet: [attach or pick from Athena]. Fix types and formats, remove duplicates, standardize names and dates, and add a tab that logs every change.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Merge two files

A joined file plus the rows that did not match.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet
SheetNo setup needed
Show the prompt
Merge these two files on [key]: [attach both]. Give me the joined file and a separate tab of rows that did not match, with the likely reason for each.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Extract data from PDFs

Tables from PDFs in one clean sheet.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet
SheetNo setup needed
Show the prompt
Extract the tables from these PDFs into one clean spreadsheet: [attach]. Keep consistent columns, note the file and page for each row, and flag anything you could not read.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

04Why run it in Athena

A chat assistantAthena
What you getText in a chatReal Excel, Word, and PowerPoint files in your templates
Working togetherOne person, one chatYour team and the agent in the same file, live
MistakesRegenerate and start overEvery edit attributed; undo or roll back any change
Next runStarts from scratchBuilds on the last run and on your feedback
Your dataCopy and pasteDocuments, email, and warehouse, under each person's access
Where it runsTheir cloudYours, if you need it
TABLE 1Why run it in Athena: the same prompt in a chat assistant and in Athena.

05For your team

06Related dispatches

07Questions teams ask

How do I use a starter?

Open a new chat in Athena, paste the prompt, and replace anything in square brackets with your details before sending. Athena asks for anything else it needs.

Which starters run on a schedule?

These run on a schedule: Weekly KPI digest, Report refresh, Data quality check, Churn drivers.

Do these starters need connected apps?

None need a connected app.

Can I use my own templates?

Yes. The scheduled starters ask once which of your Word, PowerPoint or Excel templates in Athena to use and build every file from them. With no template, they use your company's logo, colors and fonts.