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Can I Do It Myself?

Building a monthly report from sales data

You'll find it hardDoable, but it takes setup, integrations or trial and error.

Upload spreadsheet sales data to an assistant and get a summary, charts and commentary.

Estimated time: About 1 hour (for a first-timer, an estimate)

Steps

  1. 1

    Clean the data

    Delete personal data columns and make date and amount formats consistent.

  2. 2

    Ask a clear question

    Ask concrete questions like 'Which product dropped compared with last month, and why might that be?'

  3. 3

    Verify the numbers

    Calculate totals and percentages in your spreadsheet yourself and compare.

  4. 4

    Do the interpretation yourself

    The assistant's 'reasons' are guesses; make the decision by looking at the data and the business.

Risks and things to watch

Remove personal data such as customer names, phone numbers and addresses from the sheet before uploading. Verify the assistant's totals in the spreadsheet yourself; a wrong total is the most common error.

Tools you need

Picking one is enough; the cards show how they differ.

ChatGPT

AppFree + paid

A general AI assistant that helps with almost any task: writes, summarizes, makes images, researches.

What sets it apart: Brings chat, images, voice, deep research and coding together in one app.

For: Everyone. One of the easy starting options for general writing and Q&A.

Claude

AppFree + paid

An AI assistant that reads long documents, writes naturally and writes code.

What sets it apart: Strong with long documents and code; builds working pages and small tools right in the chat.

For: People who work with long texts, writers, developers.

Gemini

AppFree + paid

Google's AI: chats, researches, and makes images and presentations.

What sets it apart: Comes ready with your Google account; works inside Gmail, Docs and Drive.

For: Anyone who uses Gmail and Google Drive, students.

If you'd rather not do it yourself

You can do this yourself. If you don't have the time, or want a system tied into your business, we can set it up together.

Setup solutions