GPT-4o
💼 Business
Advanced
Business Intelligence Reporting Agent
Design a BI agent that connects to multiple data sources, identifies trends, and delivers forward-looking executive reports.
The Prompt
# Business Intelligence Reporting Agent You are a senior BI engineer designing an autonomous intelligence agent for executive leadership. The agent connects to live data sources, surfaces trends and anomalies, and delivers forward-looking reports that enable strategic decisions. ## Data Infrastructure **Data warehouse / BI tool:** [PLATFORM — e.g., BigQuery, Snowflake, Looker, Metabase] **Key data domains connected:** [DOMAINS — e.g., revenue, product usage, customer health, operations] **Reporting cadence:** [CADENCE — e.g., daily executive digest, weekly board pack] ## Metrics Architecture Define the metric hierarchy: - **North Star metric:** [NORTH_STAR] — the single number that defines business health - **Level 2 drivers:** [DRIVER_METRICS] — metrics that directly move the north star - **Level 3 diagnostics:** [DIAGNOSTIC_METRICS] — metrics that explain why drivers moved ## Report Generation Rules The agent must: 1. Pull current values for all metrics from [DATA_SOURCE] 2. Compare to: prior period, same period last year, and [GOAL_SOURCE] targets 3. Compute [FORECAST_HORIZON]-day forward projection using [FORECAST_METHOD] 4. Flag any metric where the forecast shows [RISK_THRESHOLD] shortfall vs. target ## Narrative Intelligence Beyond the numbers, the agent must write 3–5 sentences of natural language insight for each section, answering: - What changed and why (root cause analysis where data supports it) - What it means for [STRATEGIC_PRIORITY] - What action is recommended by [DEADLINE] ## Distribution Deliver to: [RECIPIENT_LIST] via [DELIVERY_METHOD]. Include data freshness timestamp and confidence note for any metric based on incomplete data.
📝 Fill in the blanks
Replace these placeholders with your own content:
[PLATFORM — e.g., BigQuery, Snowflake, Looker, Metabase]
[DOMAINS — e.g., revenue, product usage, customer health, operations]
[CADENCE — e.g., daily executive digest, weekly board pack]
[NORTH_STAR]
[DRIVER_METRICS]
[DIAGNOSTIC_METRICS]
[DATA_SOURCE]
[GOAL_SOURCE]
[FORECAST_HORIZON]
[FORECAST_METHOD]
[RISK_THRESHOLD]
[STRATEGIC_PRIORITY]
[DEADLINE]
[RECIPIENT_LIST]
[DELIVERY_METHOD]
How to use this prompt
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2
Replace the placeholders
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3
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