Role Playbook

AI for Analysts: Start Here

Your starter guide to using AI for data and research — messy CSVs, qualitative chaos, and executive summaries. No jargon, no hype.

What this page is: A curated starting point for analysts and consultants in India. Three proven workflows, a ready-to-paste prompt, and the common mistakes to avoid — all in one place.

Your first 3 AI workflows

These are the highest-impact workflows for someone in operations or project management. Start with any one and try it this week.

Try this prompt right now

Before you read anything else, copy this prompt and paste it into ChatGPT, Claude, or Gemini to quickly summarize your findings for leadership.

Prompt — Copy into ChatGPT / Claude / Gemini
Role: You are a senior partner at a top-tier consulting firm.
Task: Translate my detailed analysis into a 3-bullet executive summary using the Minto Pyramid Principle (BLUF: Bottom Line Up Front).
Context: I am presenting to a VP who has exactly 30 seconds to read this. The core decision they need to make is [insert decision].
Format:
- Bullet 1: The direct answer / recommendation.
- Bullet 2: The primary reason or highest-impact data point.
- Bullet 3: The immediate next step or risk.
Do not use jargon or explain the methodology. Just give the bottom line.

Here are my findings:
[PASTE FINDINGS]

Common mistakes for this role

Before you start using AI daily, avoid these traps that analysts fall into:

  • Uploading raw client PII to ChatGPT. Never upload a CSV containing customer names, emails, or phone numbers to a public LLM. Always drop the PII columns locally before uploading the dataset.
  • Trusting AI math blindly. LLMs are language models, not calculators. If it doesn't use a Python interpreter (like ChatGPT's Advanced Data Analysis), do not trust its arithmetic.
  • Asking for a dashboard. AI cannot build a live Tableau dashboard for you. Ask it for the *metrics* you should track or the *SQL query* to get the data, then build the dashboard yourself.
K

Kalpit is a Bengaluru-based Consultant with 5 years of experience, currently working at one of India's largest organizations in an AI-first environment. He built LearnAI.how to help Indian professionals cut through the hype and actually use AI at work.



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