Documents, Data, and Artifacts
80 minutes
Module 07
Documents, Data,
and Artifacts
Claude becomes a business analyst.
Charter Oak Strategic Partners
Claude reads what you give it.
CSVs. Contracts. PDFs. Handbooks. Financial reports. Upload the file. Claude analyzes the content.
The time math.
Manual
60 min
Claude
Under 1 min
Manual
45 min
Claude
30 seconds
Manual
2 hours
Claude
2 minutes
Same file.
Different prompt.
Different result.
Live Demo: The Messy CSV
“Analyze this sales data.”
Generic summary. Describes the columns. Reports numbers at face value. Misses every data quality issue.
Same File, Structured Prompt
“You are a data quality analyst. Review this CSV for: missing values, format inconsistencies, outliers, duplicate entries, and calculation errors. Report each issue with the affected row.”
Finds 12 issues: negative quantities, duplicate entries, region inconsistencies, missing product codes, a decimal point error worth $30K.
Document Analysis
Employee Handbook
Upload a 40-page handbook. Ask Claude to identify clauses that create legal risk.
PTO policy contradicts state labor law
Electronic communications policy has an enforceability gap
Drug testing criteria lack specific definitions
Jury duty compensation clause may violate state prohibitions
Financial Analysis
The Q4 Miss
Five quarters of P&L data. Claude calculates the variances, identifies margin compression, connects the headcount shortfall to reduced capacity, and delivers a one-page CFO briefing.
A junior FP&A analyst takes two hours. Claude takes two minutes. The quality depends on the prompt.
Data Detective
Upload the messy CSV. Write your analysis prompt. Find all the data quality issues, calculate key metrics, identify the three most important trends.
Scored against the answer key. The team that finds the most wins.
25 minutes
Debrief
Claude handles messy data without you cleaning it first.
But it needs to be told to look for problems. If you assume the data is clean, Claude will too. “Analyze this” produces column descriptions. “Audit for issues, calculate drivers, format as an executive briefing” produces work you can send upstairs.
Claude can analyze data and documents. Now: writing.
Module 08 covers the two roles Claude plays in writing: Generator and Editor. The distinction eliminates the “it sounds like AI” problem.