2.5 Your Reusable Data Setup

Time: ~25 minutes

What You'll Learn

How to identify your recurring data tasks (the reports you do every week or month)
Building a step-by-step AI workflow for a real recurring report
Creating reusable prompts that produce consistent results
Setting up a process you can hand off or scale

The real payoff of this course isn't doing one analysis -- it's having a repeatable process for the data work you do over and over.

Most people have at least one recurring data task:

This lesson helps you take one of those tasks and build a complete, reusable workflow:

Map the process -- What data comes in? What output goes out? Who reads it?
Build the prompt sequence -- A series of AI prompts that take you from raw data to finished deliverable
Test and refine -- Run the workflow on sample data and fix the gaps
Document it -- Create a simple playbook so you (or someone else) can run it next time in minutes

Claude will guide you through this using either the course's sample data or -- if you're ready -- your own real data from work.

By the end, you'll have a workflow that turns what used to be hours of spreadsheet wrangling into a 15-minute AI-assisted process.

Open Claude Desktop and say:

start lesson 2.5

Congratulations -- you've completed the AI-Powered Data Literacy course! You now have:

Critical thinking skills to evaluate any data you encounter
Practical AI workflows for analysis, visualization, report breakdown, and narrative writing
A reusable process for your most common data task

Take these skills back to your day job and start using them Monday.