How to Schedule a Weekly Metrics Report With ChatGPT Work

TL;DR: OpenAI data scientist Unji explains how to use ChatGPT and the data analysis plugin to turn weekly metrics report preparation from a manual task taking 3–4 hours into a scheduled workflow that runs automatically every Thursday and produces a first draft. ## Background: The pain point of weekly metrics reporting Unji is a data scientist at OpenAI. One of her most important recurring tasks is delivering a weekly metrics report that highlights how her product area is performing and what changed week over week. Before ChatGPT, these updates took her three to four hours each week. ## Getting started: Scheduling weekly reports with ChatGPT Unji walks through the full setup process, which you can complete in the desktop app or on the web. ### 1. Switch to ChatGPT and connect your data First, switch to ChatGPT. Then, she connected the report data from Google Drive. To do this, she had installed the data analysis plugin, which helps ChatGPT create better data visualizations and reports. ### 2. Share KPIs and a report example Next, she shared her KPIs, her goals, and an example of the report she wanted with ChatGPT. This step makes it clear to ChatGPT which metrics the weekly report needs to cover, as well as the format and style to use. ### 3. Review and adjust the first report She reviews the first report ChatGPT generates and makes adjustments as needed until she's satisfied with the result. ### 4. Set up scheduled runs Once she's satisfied, she schedules the workflow to run every Thursday. ## How ChatGPT completes the weekly metrics workflow ChatGPT, together with the data analysis plugin, can handle the entire weekly metrics workflow: - Extract this week's KPIs - Analyze week-over-week changes - Identify the main drivers - Draft the narrative behind the metrics ## Results What used to take hours now starts with a complete first draft. And because it's been set up as a scheduled workflow, the report is already waiting for Unji to review every Thursday morning. Source: How to Schedule a Weekly Metrics Report With ChatGPT Work - YouTube (https://www.youtube.com/watch?v=p_slDAvPjv0)