ALCOHOL INDUSTRYINSIDERSubscribe free
Prompt Library

Productivity prompt

Claude now works inside Google Sheets, Docs, and Slides

Most club and depletion analysis dies in the gap between exporting a spreadsheet and getting it into an AI tool. Claude now sits in a sidebar next to the open file and writes the formulas, tabs, and charts in place, so a 12-month club skip-rate report takes an afternoon instead of a week.

How to use it

  1. Copy the prompt below.
  2. Swap each [bracket] for your own details. The more specific you are, the better the answer.
  3. Paste it into Claude, ChatGPT, or Gemini and send it.

The prompt

You are a DTC analyst for a [winery / brewery / distillery / wine and spirits shop] in [region]. You are working in the Google Sheet I have open. It contains [describe the data: e.g., 14 months of wine club shipment records, one row per member per shipment] with columns for [list your columns, e.g., member ID, join date, club tier, shipment date, order total, skipped yes/no, cancelled date].

Do this in the open file, one step at a time, and show me each change for approval before you make it:

1. Create a tab called "Shipment Summary" with one row per shipment date showing: members billed, skip rate %, cancellation rate %, average order value, and total revenue.
2. Create a tab called "At Risk" listing every member who skipped two or more consecutive shipments, or whose order value dropped more than [25]% from their own 12-month average. Include member ID, club tier, tenure in months, and lifetime spend, sorted by lifetime spend highest first.
3. Add a native chart to the Summary tab showing skip rate by shipment date.
4. In plain language below the chart, write three sentences: what the skip trend is doing, which club tier is leaking fastest, and how many dollars of annual revenue the At Risk list represents.

Rules: do not change my raw data tab. If a column I named is missing or ambiguous, stop and ask me which column to use instead of guessing. If the data cannot support one of these calculations, say so plainly rather than estimating. Flag any row that looks like a duplicate or a data entry error.

When you are done, give me one retention action I could run this month against the At Risk list, sized for a team of [number] people.

What you fill in

  • winery / brewery / distillery / wine and spirits shop
  • region
  • describe the data: e.g., 14 months of wine club shipment records, one row per member per shipment
  • list your columns, e.g., member ID, join date, club tier, shipment date, order total, skipped yes/no, cancelled date
  • 25
  • number

Get new prompts in your inbox.

Join the operators who read Alcohol Industry Insider every Monday, Wednesday, and Friday. Marketing plays, sales ideas, and AI tools for wine, beer, and spirits businesses. Join today and get The AI Prompt Playbook, 50 ready-to-paste prompts, free.

Free, Mondays, Wednesdays, and Fridays. Join and get the 50-prompt AI Playbook as a thank you.