Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Use when the user names metrics, a funnel, a dashboard, instrumentation, or asks what moved and why: the North Star metric with its input drivers, the instrumentation spec when the events do not exist, and the read with movers, decomposition, and the call.
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Use this when the user names metrics, a funnel, a dashboard, instrumentation, or asks what moved and why. The output is either the spec that makes a number readable or the read that turns it into a decision.
The numbers or the source they come from, the goal they serve, and the period to read. No source means you write the instrumentation spec first and read nothing. Their product analytics lives outside the connectors, so work from an export, a link, or a pasted view.
The dated read saved next to the last one, so every report compares against the previous save, or the instrumentation spec when there was nothing to read.
Say it is thin and refuse the verdict; name the period or the volume that would make the read trustworthy. Never invent a number, a trend, or a cause, and never read a verdict off a thin sample.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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