Claude Cowork · Anthropic
Turn monthly platform exports into a reporting dashboard
Airtree's marketing team uses Claude Cowork to turn monthly CSV exports from its marketing platforms into a reporting dashboard with a written summary of insights, and turned a dense media briefing into an interactive quiz app for spokesperson prep.
What they did
Each month staff drop the platform exports into Cowork, which builds the dashboard and writes up insights such as month-over-month comparisons. The firm runs Cowork with connectors to Notion, Slack, Google Drive, Gmail, Canva and Webflow, among others.
How it went
The firm says the monthly reporting saves about two hours a month.
Worth knowing
This is a small, self-reported saving from a vendor story, and the page does not show the dashboard or how its figures are checked.
Try it with Claude Cowork
In <your reports folder> you will find this month's CSV exports from <your marketing platforms>. Build a single HTML dashboard with the key metrics for each channel, a month-over-month comparison against <last month's file>, and three charts. Add a short written summary of what improved, what dropped and one thing to test next month, and save both in the same folder.
We wrote this prompt from the case. Replace the parts in angle brackets with your own details.
What this label means: Vendor says
The maker describes it on its own site or launch post. It shows what the product is meant to do, with no independent result.
Real cases of AI agents at work, from every major agent, each linked to where it was first reported. Rewritten in our own words, most with a prompt you can try. These are not Wize customers.