Upload & Analyze
Skill 1: Give AI your data and get real analysis back
The Process
Same process, four different datasets. The workflow is always the same:
Four Datasets, One Skill
Financial Package
P&L, balance sheet, or board reporting package
“What are the 3 biggest margin changes? What's driving them?”
Best for: Executives, Finance
Marketing Performance
Channel mix CSV, spend, conversions, ROAS
“Which channels are losing efficiency? Where do I reallocate?”
Best for: Marketers, PMs
Site Analytics
GA4 export: sessions, CR, device splits, speed
“Where are we losing visitors? What's mobile costing us?”
Best for: Developers, PMs
Customer Feedback
NPS verbatims: scores, open-text, segments
“Categorize complaints. Top 3 themes, urgency of each?”
Best for: PMs, Executives, CX
Works in Claude, ChatGPT, and Copilot. The skill is the question, not the tool.
How To: Upload & Analyze
Step-by-step in each tool.
Claude
- 1.Go to claude.ai
- 2.Click the paperclip icon
- 3.Upload your file (PDF, CSV, XLSX)
- 4.Type your question in the same message
- 5.Follow up in the same conversation
Try: “What should I be worried about in this data?”
ChatGPT
- 1.Go to chatgpt.com
- 2.Click the paperclip icon
- 3.Upload your file
- 4.Type your question
- 5.Use Code Interpreter for charts
Try: “Build a chart of the top 5 trends you see.”
Copilot
- 1.Open Microsoft 365 Copilot
- 2.Drag a file or reference a SharePoint doc
- 3.Type your question
- 4.Or: open Excel file in Copilot sidebar
- 5.Ask for analysis directly in the spreadsheet
Try: “Highlight the cells that are outliers and explain why.”
Key Takeaway
- ✓The skill is the question, not the tool - the same analytical workflow applies across Claude, ChatGPT, and Copilot
- ✓Specificity drives quality - “What are the 3 biggest margin changes?” beats “Analyze this spreadsheet”
- ✓Follow up in the same conversation - treat AI like an analyst you can keep drilling into the data with