How I cut dashboard
delivery from
2 weeks to 2 hours
A Fractional CDO's AI productivity system. Six real workflows that replaced hours of manual work with single commands.
in production
delivery
engagements
Free · 6 copy-paste prompts · Notion page opens immediately after signup
or explore the system below ↓Data leaders lose
60% of their time to operational work
Writing SQL, prepping for meetings, reconciling numbers between systems, managing tickets. The strategic thinking gets squeezed into whatever time is left. I built a system that automates almost all of it.
Six workflows that run
my entire practice
Each one replaces an hours-long manual task with a single command. All of them run every day in my own setup.
The Context Library
"AI without context is ChatGPT. AI with your full project context is a second brain."
Most people talk to AI like they talk to Google: ask a question, get a generic answer. My approach is different. For every project I build a context library: metrics definitions, standards, past decisions, stakeholder preferences. Claude reads all of it before every action.
The core is CLAUDE.md, a 224-line instruction file covering communication style, note-saving rules, connected services, workflows for every task type. This is not a prompt. It's an operating system.
Morning Intelligence
"A complete picture of your day in 30 seconds instead of 45 minutes."
Every morning I run one command: /morning-brief. Claude queries my calendar, email, Things tasks, Slack mentions, Telegram messages, and Jira tickets in parallel. In 30 seconds I have a structured brief: what's urgent, what's important, what can wait.
Before this: open Gmail, scroll through Slack, check Jira, review Things, look at the calendar. At least 30-45 minutes every morning just to understand what's happening. Now those 45 minutes go straight to deep work.
Meeting Autopilot
"2-minute prep. 1-minute post-processing. Four systems updated at once."
Before a meeting, Claude gathers context: who's attending, what we discussed last time, open tickets, recent emails from participants. The output is a PREP document with key talking points and questions.
After the meeting, one command triggers a chain: Fathom transcript gets processed into an Obsidian note, action items go to Things, the deal in Pipedrive gets updated with a note, and relevant Jira tickets get comments with decisions made.
When a long Slack thread turns into something actionable, Claude summarizes the discussion and creates a Jira ticket with full context, tagged to the right assignees.
Dashboards on Demand
"From metric catalog to interactive dashboard in 2 hours. Not 2 weeks."
A client needed a unit economics dashboard. The old way: write SQL queries, test them, configure Looker Studio, wait for it to load. Minimum one week, realistically two.
Now I give Claude the project's metric catalog (definitions, formulas, data sources) and describe what to visualize. Claude generates the SQL, builds an interactive HTML dashboard with Chart.js, and I verify the numbers. The HTML version is faster, more customizable, and requires no BI tool license.
Data Reconciliation
"Found missing credit notes in 10 minutes. Manually, that's a full day."
In any business, data lives across multiple systems. The CRM says one thing, accounting says another, the warehouse has a third version. Traditional reconciliation means Excel files, manual cross-checks, and a lot of frustration.
Claude connects to APIs of both systems in parallel, compares records, identifies discrepancies, and groups them by type. But it goes beyond auditing: when a payment arrives in Zoho Books, I ask Claude to find the matching deal in Pipedrive and update its status. No Zapier needed, no custom webhooks. Just: "a payment came in from client X, update Pipedrive."
Infrastructure as Conversation
"Deploy Metabase on a VPS. I work on something else while Claude handles it."
When a client needs Metabase or another tool on a server, I don't spend time on SSH and manual configuration. Credentials are stored in a local .env file and never sent to the AI directly. Claude connects to the server, installs dependencies, deploys the service, and sets up SSL. I work on other things in the meantime.
An AI-native
fractional CDO
I'm Nick Valiotti, Fractional CDO with 16+ years in data. This system runs my entire consulting practice, from morning planning to client delivery. Every workflow on this page is something I use daily across multiple client engagements.
LinkedIn Profile →Frequently asked
Is this secure? Does my data leave my machine?
How much does this cost to run?
Do I need to be a developer to set this up?
Can this work for my company's stack?
How long does it take to set up?
What if I want help building this for my team?
Get the six prompts
in one Notion page
Copy, paste, adapt. The exact prompts I run every week for Context Library, Morning Intelligence, Meeting Autopilot, Dashboards, Reconciliation, and Infrastructure deploys. Link opens the moment you sign up.
Free · No spam · Unsubscribe anytime
Want this system working
for your data team?
20-minute call. We'll look at your current workflows and figure out where AI can help most.
Book a Discovery Call →or email nick@valiotti.com