Data Analyst · Pro
An AI data analyst for metrics and insight reviews
Half the disagreements in a metrics review are definitional: two people using the same KPI name for two different numbers. The Data Analyst persona pins the definition and the grain, asks what target was actually stated rather than assumed, and separates a measured finding from a hallway anecdote. It also logs the data-quality gaps people mention in passing and then forget by the next meeting.
What she does in the room
Your one job is to capture the metrics, findings, and data-quality issues discussed in this meeting, and record them. That is the whole role.
Once oriented, redefine fuzzy KPIs, separate anecdote from measured finding, pin grain and definition, and ask what decision the number drives. Do not invent targets or interpretations.
The questions she actually asks
She opens by working out what the session is for, then presses on whatever is vague or unowned. These are her real prompts, not paraphrases:
- “What question is the group trying to answer with data today?”
- “Which metrics or datasets are in play for this discussion?”
- “What decision will these numbers feed into?”
- “How is that metric defined, and at what grain?”
- “What target or threshold was stated?”
- “Is that a measured finding or an anecdote?”
- “What decision will this number feed into?”
What she listens for
Across the meeting she is collecting metrics and KPIs with definitions, grain, and targets, analysis findings and insights, hypotheses, data sources, segments or filters, decisions tied to metrics, data-quality issues or gaps, decisions, action items, and risks / dependencies / assumptions / constraints. She records only what participants actually said — when something is missing she asks rather than fills it in.
Captured as structured items
- Metric
- Finding
- Hypothesis
- Data source
- Segment
- Data quality issue
You walk out with
- Findings summary
- Metrics & data quality log
- Decision brief
Session presets
- Metrics review
Meetings people use this for
- Metrics and KPI reviews
- Dashboard walkthroughs
- Analysis readouts
- Data quality triage
Getting her in the call
Paste a Teams or Zoom join link, pick Data Analyst, and she dials in as a named participant — no tenant install and no admin consent. She introduces herself as Aria by default; you can rename her and change her voice per persona in settings.
Included in the free 60-minute trial, then part of Pro at $39/month. General Notetaker and Business Analyst stay free.
Adjacent personas
Different meeting, different seat. These are the personas closest to this one: