CoFoldersBest for
Connect business metrics with the notes that explain what changed.
What you need
Monthly metrics, comparison periods and owner updates.
Put the relevant sources in a Folder you can access. Connected sources and automation depend on your workspace configuration.
Starter prompt
Prepare a monthly business review from this Folder’s metrics and updates. Compare the current period with the agreed baseline, reconcile totals and explain supported variances. Separate observed changes from possible causes. Draft an executive summary and list decisions for review; do not publish it.
Copy the prompt, open your Folder in CoFolders and paste it into chat. Review the sources before starting.
What to expect
A review draft with variances, source links and questions for the team.
Make it your own
- Bring in your context
Monthly metrics, comparison periods and owner updates.
- Start in the right Folder
Use the starter prompt and add your period, audience and desired format. Tell CoFolders which sources matter.
- Review and continue
A review draft with variances, source links and questions for the team. Check source links and missing information, then approve any changes or schedule separately.