One prompt takes any spreadsheet from columns of dread to a page you'd happily show a board. It checks what you've got, finds the five numbers that matter, flags the risk, and builds the page.
The full four-pass prompt, copy-paste
Five steps, including how to make it a one-click skill
Three follow-ups for the board version, a monthly refresh and the skill
About four minutes per spreadsheet once it's set up. Claude Cowork, no formulas.
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Four passes, in this order
The order matters. Skip the first pass and you'll build a beautiful dashboard on top of a wrong number.
Pass 1: what you've got. What each sheet is, and anything that looks wrong: blanks, duplicates, totals that don't add up, dates in the wrong format.
Pass 2: the five numbers. The ones a business owner should be making decisions from, with one line each on why.
Pass 3: the worry. The risk or trend you should be paying attention to.
Pass 4: the page. Five numbers on top, a chart for each, the risks in a box, and a two-sentence summary you could read in a lift.
Set it up in five steps
Have Claude Cowork set up with a project. You need the Claude desktop app, a project, and that project pointed at one folder on your computer. If that isn't done yet, the Starter Pack walks you through it: tuitiv.ai/free/setup.
Drop the spreadsheet into the project folder. Excel or CSV both work. If it's a Google Sheet, download it first. Don't clean it up; finding the mess is pass one's job. Take out any columns with client names or personal pay details first.
Run prompt 01 and read pass one properly. Before you look at the dashboard, read what it says is wrong. Fix anything real in your source file, then ask it to run again.
Turn it into a skill. Once you're happy with a result, run prompt 02. From then on it's /dashboard and a file drop.
Schedule the refresh, if the sheet updates. If you drop a new version of the same spreadsheet every month, prompt 04 rebuilds the dashboard on its own and tells you what changed.
The prompts
01 is the dashboard. 02 makes it a skill. 03 and 04 are what you do with it next.
01 · THE DASHBOARD
Spreadsheet to one page
Four passes. Drop the file in the project folder, then paste this.
Read [file name] in this project folder.
Pass 1: tell me what this spreadsheet is, what each sheet contains, and anything that looks wrong: blanks, duplicates, totals that don't add up, mixed currencies or date formats. Fix only what is safe to fix and list what isn't. Don't change the original file.
Pass 2: find the five numbers that matter most for a business owner making decisions from this, and explain in one line each why they matter.
Pass 3: flag any risk or trend I should be worried about, with the numbers that show it.
Pass 4: build me a one-page HTML dashboard in my brand (clean and simple if you don't have my brand file): the five numbers at the top, one chart for each, the risks in a box, and a two-sentence summary a busy person could read in a lift.
Save it to my Outputs folder as [file name]-dashboard.html.
02 · MAKE IT A SKILL
Turn it into /dashboard
Run once, straight after a result you're happy with.
Turn what we just did into a skill called dashboard.
When I run it with a spreadsheet, it should do the same four passes in the same order, never change the original file, use my brand file if there is one, and save the dashboard to my Outputs folder named after the spreadsheet.
Save it so I can run it with /dashboard.
03 · FOR THE BOARD
The board version
Same numbers, written for people who have ninety seconds.
Using the dashboard you just built, write a one-page summary for [my board / my investors / my business partner].
Lead with the one thing they need to decide or know. Then the five numbers, each with a one-line "so what", compared with last period if the data has it. Then the risk, and what I'm doing about it.
Under 250 words, in my voice.
04 · MONTHLY
The scheduled refresh
For sheets you update on a cycle. Paste into a scheduled task.
On the first working day of each month, look in my [folder name] folder for the newest version of [spreadsheet name].
Run the same four passes as the /dashboard skill. Compare the five numbers with last month's dashboard and add a line under each saying what changed and whether it matters.
Save the new dashboard to my Outputs folder with the month in the file name. If the file isn't there, tell me instead of guessing.
Tell it what you use the sheet to decide ("I use this to decide who to chase for payment") and run pass two again. The five numbers follow the decision.
The charts are confusing
Ask for one change at a time: "a bar chart instead of a line", "the last six months only". Don't ask it to make it better; tell it what better means.
It changed my spreadsheet
The prompt tells it not to. If it did, restore the file from your backup (Time Machine or File History) and add "work on a copy" to the prompt. Back up before you start, either way.
There's sensitive data in the sheet
Remove or anonymise those columns before you drop it in. A dashboard rarely needs names to be useful.
What next
Prompts are the first layer. The system is the point.
Three ways to go further, depending on where you are.
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