Prompt Guidance
How to Analyze Multiple Files with Ottermind: PDF, Excel, and Business Reports
Business reports often depend on information spread across PDFs, spreadsheets, and meeting notes. In Ottermind, you can start by extracting facts from each source, combine the findings, and request a report or presentation. This workflow keeps evidence attached to conclusions so you can review the result before using it.
Organize evidence before conclusions
Analyze each file, identify conflicts, and only then build the report. Keep source locations wherever possible so important statements remain easy to check.
1. Prepare the files
Choose a report, a business spreadsheet, and meeting notes. Give them clear names such as August market report, August sales, and September planning meeting. Identify dates, units, and versions.
Label tentative targets and personal opinions. This helps separate observed facts, team plans, and analytical suggestions.
2. Extract information separately
Read these three files. For the report, list key facts and sources. For the spreadsheet, identify metrics and reporting periods. For the meeting notes, extract decisions, open questions, and actions. Give file names and identifiable locations for important numbers. List conflicting information separately rather than choosing an answer yourself.Review this first summary, especially percentages, currencies, reporting months, and the difference between a suggestion and an agreed action.
3. Structure the business analysis
Give the report a decision to support rather than asking for a summary of everything:
Using the confirmed information, explain what changed this month, which changes need attention, and what to prioritize next month. Separate facts, interpretations, and recommendations. Explain the evidence for each recommendation and identify missing information.This produces a decision-oriented structure instead of three summaries pasted together.
4. Create the report and presentation
Turn the analysis into a management report. Start with a one-page summary, then cover metrics, problems, and next actions. Include owners, dates, and unresolved items. Create a separate six-slide presentation using the same verified figures.Related outputs can share approved evidence, but specify audience and length for each. The summary helps readers decide quickly; the report preserves reasoning and sources.
5. Check conclusions against the files
Trace at least three important conclusions back to their sources. Check chart periods, calculation definitions, and whether recommendations exceed the evidence. If a reporting period is wrong, ask to fix that period and affected conclusions while retaining the rest of the structure. Review every affected page again.
Product reference: Analyze the source files
