What you’ll be able to do
Your first playbook
Create, test with the 3-preview rule, schedule, deploy.
Prompts that survive autopilot
The four-part structure; date handling; sample-pinned formats.
Delivery
Slack, Teams, email — and follow-up questions in thread.
Templates
One playbook, N entities — batch execution from a backing table.
Feed agents
Watchers with editorial judgment that collaborate via @mentions.
Operate
Monitor, debug, own, and prune the automation estate.
Prerequisite — Assumes you’re comfortable asking and refining questions with Ana — Self-Service Analytics (Modules 1–2) gets you there in 30 minutes.
Before you start
- A connected data source; for Module 5, write access to Feed and agents.
- Modules 1–3 are the playbook track; 4 extends it; 5 is the agent track; 6 operates both.
- Adapt anything in
[brackets].
For facilitators — running this as a guided session
For facilitators — running this as a guided session
T-minus-1-day pre-flight: run the workshop’s key prompts end-to-end in the session workspace — confirm logins, connectors, and the features this workshop touches are enabled for every attendee; have a fallback demo workspace ready in case a customer connector fails live. Pacing: when a long prompt is running (2–4 min), fire it first, then discuss the concept while Ana works — never watch a spinner in silence. If behind schedule, cut sections marked optional, never the checkpoints. Group sessions: attendees drive, you narrate; collect every miss or wrong answer in a shared doc — that list is the ontology backlog. With 10+ attendees on one warehouse, stagger the heavy prompts.
🤖 Prefer to have Ana run this workshop? Open a thread with your data connected and paste the prompt below — Ana walks you through it on your own data, one step at a time. You run each prompt; she coaches. (Air-gapped / VPC tenants where Ana can’t reach the web: download
ana-runner.md and paste its module list instead.)Run with Ana