SeekSmart
Playbooks

Playbook 08

Use AI to explain dashboards and KPIs while preserving trusted definitions.

4 stepsData, finance, operations, and leadership teams30-day pilot
  1. 01

    Step 1

    Choose one recurring dashboard with trusted metrics.

  2. 02

    Step 2

    Document metric definitions and known caveats.

  3. 03

    Step 3

    Generate draft commentary from the same reporting period.

  4. 04

    Step 4

    Have an analyst validate the narrative before publishing.

Outcome

  1. 01Does the workflow repeat often enough?
  2. 02Can a person review the output quickly?
  3. 03Is the data safe for a third-party tool?
  4. 04Can you measure success within 30 days?
Match it to use cases
Run the audit

Next playbook

First AI workflow auditA practical way to find the first workflow worth improving before comparing tools.