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adhoc-analysis

How to conduct ad-hoc analyses: gather data from multiple sources, synthesize findings, and save durable results as dashboard artifacts that anyone can re-run.

templates/analytics/.agents/skills/adhoc-analysis/SKILL.md

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# Ad-Hoc Analysis

Ad-hoc analyses are deep-dive investigations that cross-reference multiple data sources and produce a written report with findings. The durable user-facing result is a dashboard. Answer in chat first unless the user explicitly asks to save the result, create a reusable artifact, or re-run/update an existing saved analysis.

## When to Use

Use the ad-hoc analysis workflow when:

- The user asks a complex question that requires data from multiple sources
- The investigation involves cross-referencing (e.g., CRM deals matched against call recordings)
- The user explicitly asks for an "analysis" or "deep dive"

Save a reusable dashboard artifact when: