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Rules

Rules guide how Claude generates this report. Each rule has a name and description.

Ask AI to generate rules

Answer a few questions and Claude will generate a tailored set of rules for this insight.

What channels does this client sell on?

Shopify Amazon TikTok Shop Wholesale / B2B Other

What are their biggest business concerns?

Revenue growth Margin / profitability Ad spend efficiency Inventory Customer service Brand & content

Who reads these reports? Anything specific about this client? (optional)

Claude generated these rules — review and add the ones you want:

Add Rule

Rule Name Description

Run Insight

This will generate a new report using the latest available input data. Continue?

Invite User

Email Address Role

✓ Invitation created — share this link:

My Profile

First Name

Last Name

Title

Department

Phone

Slack User ID

Change Password

Current Password New Password Confirm New Password

Share Insight via Slack

Sending to steward:

This steward has no Slack handle set. Add one in their user profile to enable direct messaging.

Insight URL Message

How to send

1 Click Open Slack DM — the message is copied automatically.

2 Slack will open to the steward's DM.

3 Paste the message (Ctrl+V / ⌘V) and hit send.