Always include a timeframe
If you don’t specify a date range, Ana will pull all available history — which could be years of data and is rarely what you want.Start specific, then broaden
Vague questions produce vague answers. Before you type, ask yourself: what table does this live in, what time range am I interested in, and what would a good answer actually look like? Answering those three questions in your prompt eliminates most back-and-forth.| Prompt | |
|---|---|
| Less effective | ”Show me sales performance” |
| More effective | ”Show me total revenue by region for Q1 2026, using the orders table. Break it out by week and flag any week where revenue dropped more than 15% from the prior week.” |
Name your metrics
If your company has a specific definition for a term — “active user,” “churn,” “GMV” — include it in the prompt. Without one, Ana will make a reasonable guess that may not match your internal standard.“Calculate churn rate using theFor definitions that apply to every chat, ask your admin to add them to the context library. Ana will use them automatically.subscriptionstable — define churn as any subscription withstatus = 'cancelled'in the last 90 days”
Break complex asks into steps
A single prompt asking for five things at once often produces a result that is partially right on all five rather than fully right on any of them. Build up the analysis in stages — each step is a checkpoint where you can catch problems before they propagate.Start with the foundational query
“Show me monthly active users for the past 12 months from the
user_activity table.”Verify it looks right
Check row counts, totals, and whether the shape makes sense before continuing.
Use follow-ups, not mega-prompts
Ana remembers everything in the current thread — you don’t need to re-explain context in every message. Once Ana has produced a result, follow-up prompts that reference it are faster and more precise than rewriting everything from scratch.- “Now filter that to only include accounts created after January 1.”
- “Can you add a column showing the percentage of total?”
- “Re-run this but group by country instead of region.”
- “The Northeast numbers look off — can you show me the underlying rows?”
Ask for charts to verify results
Numbers in a table can hide patterns that a chart makes immediately obvious — especially with time series data, distributions, or anything where outliers matter.“Plot that as a line chart by week. I want to see if there are any spikes or drops that stand out.”Charts also help catch data quality issues early. A sudden cliff in March might be a real business event, or a gap in the data pipeline — either way, you want to know before putting the number in a slide.
Instead of: “Is our data complete?”
Try: “Plot daily row counts from the events table over the past 90 days. Flag any days where the count drops below 80% of the 7-day rolling average.”
Python handles all chart rendering — just describe what you want.
Specify the table when you know it
Ana can often infer which table to use from context, but if you know where the data lives, say so. This removes ambiguity and ensures you are looking at the right source of truth — especially in environments where similar data exists in multiple places.“How many new users signed up last month? Use theNot sure which table to use? Ask: “What tables contain user signup data?” Ana will tell you what’s available, then you can pick the right one before running the analysis.accountstable, filter tocreated_atbetween March 1 and March 31, 2026, and exclude test accounts whereis_internal = true.”
Know when to start a new thread
Follow-ups work well within a single analysis. But long threads accumulate context that can subtly influence later answers — if you asked about revenue in the first half of a thread and then pivot to support tickets, Ana may carry forward assumptions (like the same date filter or customer segment) that no longer apply. Start a new thread when:- You’re switching to a different dataset or business domain
- You want a clean slate without prior filters or assumptions carrying over
- You hit a sandbox error — a fresh thread resolves this immediately (see Chat Errors)
- You’re drilling into the same dataset
- You want Ana to remember a definition or filter you established earlier
- You’re iterating toward a final version of the same analysis
Ask Ana to explain her methodology
Before sharing a result with a stakeholder, ask:“Explain in plain language how you calculated this.”One extra message. Makes the output much easier to defend.
Turn working prompts into Playbooks
Once you’ve got a prompt pattern that works, you shouldn’t have to run it manually every week. Playbooks let you schedule any analysis to run automatically and deliver results to Slack or email.Quick reference
| Situation | What to do |
|---|---|
| First question on a topic | Be specific: table, time range, metric definition |
| Complex multi-part analysis | Break into sequential steps |
| Results look surprising | Ask for a visualization before drawing conclusions |
| You know the table | Name it explicitly |
| Refining an existing result | Use a short follow-up |
| Switching topics entirely | Start a new thread |