Templates

Ask AI to Research Websites

Use the power of AI to categorize and sort business websites.

ai solution agency template workflows intro

Create P&L (AI)

Ask AI to create a P&L

solution template finance

Surveys: Guide to Teaching AI How to Interpret Ranges (AI)

To process survey results accurately, particularly when dealing with groups or ranges like age or duration of residence, it's essential to clearly define how these ranges should be interpreted by the AI.

ai copilot template suerveys

Pie Chart

Show a pie chart that includes Spend and Revenue.

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Funnel Chart

Show a Funnel Chart for a marketing pipeline.

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Bar Chart on Timeline

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Bar Chart

Create a Bar Chart with totals

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Line Chart

Create a line chart.

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Show days when Fact CPA and Goal CPA gap more than 15%.

template marketing

For every client show the first and the last month on the record (AI)

For every client show the first and the last month on the record.

template finance sales

Find growth for the full period for every client

Find growth for the full period for every client.

template finance sales

Show me projects with status "In Progress"

template project_management

Amazon TACoS Dashboard Template

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Ask AI to create a dashboard (AI)

Imagine you have raw data in a format that's not ideal for reporting purposes. You can request AI to reformat the data for better readability.

template marketing copilot

Find Ad Networks ROAS

Ad Networks ROAS Workflow Template

template workflows intro

Ad Networks ROAS (Dashboard)

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Amazon TACoS Workflow Template

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Combine Ad Networks Stats Template

template workflows intro

Find pattern in Page URLs

template marketing

Identifying and Evaluating Low-Performing Campaigns (AI)

Identify campaigns with bad performance.

template marketing