How data science teams use Codex

With Codex, data science teams can turn scattered inputs into usable analysis assets faster. Starting from dashboards, metric definitions, exports, experiment notes, and business context, Codex helps assemble a first draft of the deliverable—including charts, caveats, source links, and review questions—so teams can validate the work and share it with confidence.

Top Codex use cases for data science teams

Most data science work does not end with the query. It ends with an artifact someone can read, challenge, and act on. Use these prompts to have Codex turn dashboards, exports, metric definitions, and stakeholder context into a first draft of a real deliverable—whether that’s a root-cause brief, impact readout, KPI memo, or dashboard spec. Then apply your judgment where it matters most: validating the evidence, pressure-testing the caveats, and sharpening the recommendation.

1. KPI root-cause analysis

Use this when: A key metric moved unexpectedly and the team needs a source-backed brief that explains what changed, why it likely happened, and what to do next.

Suggested plugins: Google Drive, Spreadsheets, Slack, Gmail, Documents

1. Codex reviews the metric definition, dashboard context, source exports, and recent business activity.

2. It breaks down movement by segment, cohort, channel, geography, and product surface where relevant.

3. It creates a review-ready root-cause brief that separates confirmed findings from hypotheses.

Investigate why weekly paid subscriptions changed for Acme Pro and Acme Plus. Use the “Subscriptions KPI Dashboard,” “April Growth Launch Notes,” metric definitions from “Consumer Metrics Glossary,” recent growth-metrics discussion notes, subscription warehouse exports, and any related context I provide. Create an executive root-cause brief with likely drivers, supporting charts, segment cuts, caveats, recommended actions, and source links. Validate the numbers and flag anything uncertain.

2. Business impact readout

Use this when: A launch, experiment, or initiative needs a clear readout leaders can use to decide whether to scale, adjust, or stop.

Suggested plugins: Google Drive, Spreadsheets, Slack, Gmail, Documents, Presentations

1. Codex reviews the initiative plan, success metrics, cohorts, dashboards, and customer signals.

2. It quantifies impact, checks guardrails, and inspects segment-level differences.

3. It creates a decision-ready readout with charts, caveats, methodology notes, and scale/change/stop guidance.

Measure whether Acme’s April onboarding experiment improved activation. Use the “April Onboarding Experiment Plan,” experiment results export, onboarding funnel dashboard, customer cohort table, launch notes, and related team discussion context. Write a business impact readout with lift, guardrail metrics, segment differences, whether to scale or change the experiment, and the analysis steps used. Separate confirmed results from interpretation.

3. Analytics request agent

Use this when: A stakeholder ask is broad, ambiguous, or underspecified and needs to become a scoped analysis asset.

Suggested plugins: Google Drive, Spreadsheets, Slack, Gmail, Documents

1. Codex reviews the request, business question, metric definitions, available data, and surrounding context.

2. It scopes the analysis, identifies missing inputs, and runs a first pass using the provided data.

3. It creates a stakeholder-ready analysis asset with charts, caveats, validation notes, and analyst review questions.

Turn the enterprise trial conversion request into a scoped analysis. Use the original request thread, metric definition, source-of-truth table exports, related dashboards, recent launch context, and any relevant notes I provide. Create an analysis plan, run the first-pass analysis, validate outputs, and draft a stakeholder-ready answer with caveats, charts, source links, and open questions for analyst review.

4. Executive KPI review

Use this when: A recurring KPI review needs to become a leadership-ready memo focused on what changed, why it matters, and who should act.

Suggested plugins: Google Drive, Spreadsheets, Slack, Gmail, Documents, Presentations

1. Codex reviews current KPI materials, prior reviews, owner notes, and planning context.

2. It identifies material changes, anomalies, likely drivers, risks, and data-quality issues.

3. It creates an executive KPI memo with source-backed charts, assumptions, and owner follow-ups.

Prepare Acme’s May weekly business review. Use the “Self-Serve KPI Dashboard,” revenue and usage exports, metric definitions, last week’s WBR, owner notes, and any relevant planning context. Create an executive memo with what changed, why it matters, anomalies to inspect, owner follow-ups, and charts suitable for leadership. Include assumptions and data-quality checks.

5. Dashboard builder and monitor

Use this when: A team needs a dashboard spec or first-pass dashboard plan that clarifies metrics, owners, quality checks, and the decisions the dashboard should support.

Suggested plugins: Google Drive, Spreadsheets, Slack, Gmail, Documents, Presentations

1. Codex reviews the workflow, strategy brief, metrics, source data, dashboard examples, and stakeholder feedback.

2. It defines the KPI hierarchy, chart specs, filters, QA checks, owners, and monitoring plan.

3. It creates a dashboard spec or first-pass dashboard plan and flags gaps before publication.

Build a decision dashboard spec for Acme’s enterprise onboarding funnel. Use the “Enterprise Onboarding Metrics Brief,” source data exports, existing dashboard examples, activation definitions, stakeholder notes, and current dashboard feedback. Define the KPI hierarchy, chart specs, filters, QA checks, owner handoffs, and monitoring plan. Create the dashboard spec and flag data gaps before publication.

More resources

Keep exploring Codex for work with these resources: