# Task Templates

- URL: https://betteranalyst.com/docs/tasks/templates
- Updated: 2026-11-12
- Author: Better Analyst

Browse pre-built task templates for sales reports, marketing analytics, customer sentiment, inventory tracking, and data enrichment workflows.

Get started faster with pre-built task templates. Each template provides a foundation you can duplicate and customize for your data and goals.

## Using Templates

### Browse Templates

1. Open the Agents section's [**Tasks** area](https://betteranalyst.com/dashboard/agents/tasks)
2. Browse the **Task templates** area or filter by category
3. Select a template to review its prompts and requirements

### Customize

1. Select a template
2. Select **Duplicate** to create your own task
3. Modify prompts for your data
4. Attach your data sources
5. Run it on demand or set a schedule

## Sales & Revenue Templates

### Weekly Sales Report

**Purpose**: Summarize weekly sales performance

**Steps include:**

- Total revenue calculation
- Comparison to previous week
- Top products by sales
- Regional breakdown
- Growth trends chart

**Best for**: Sales teams, managers

---

### Monthly Revenue Analysis

**Purpose**: Deep dive into monthly revenue

**Steps include:**

- Revenue by product category
- Customer segment analysis
- Month-over-month comparison
- Revenue forecasting
- Executive summary

**Best for**: Finance teams, executives

## Marketing Templates

### Campaign Performance Report

**Purpose**: Analyze marketing campaign results

**Steps include:**

- Traffic by channel
- Conversion rates
- Cost per acquisition
- ROI by campaign
- Recommendations

**Best for**: Marketing teams

---

### SEO Performance Tracker

**Purpose**: Monitor search performance

**Steps include:**

- Keyword rankings
- Organic traffic trends
- Top performing pages
- Click-through rates
- Competitor comparison

**Requires**: Google Search Console connector

## Customer Analytics Templates

### Customer Sentiment Analysis

**Purpose**: Analyze customer feedback sentiment

**Steps include:**

- Sentiment classification (positive/negative/neutral)
- Trending topics extraction
- Sentiment over time
- Key issues identification
- Action recommendations

**Enrichments used**: Sentiment Analysis, Text Extraction

---

### Customer Churn Analysis

**Purpose**: Identify at-risk customers

**Steps include:**

- Churn rate calculation
- Risk factor identification
- Customer segments at risk
- Retention recommendations
- Trend visualization

**Best for**: Customer success teams

## Operations Templates

### Inventory Status Report

**Purpose**: Monitor inventory levels

**Steps include:**

- Current stock levels
- Low inventory alerts
- Reorder recommendations
- Turnover rates
- Demand forecasting

**Best for**: Operations, supply chain

---

### Daily KPI Dashboard

**Purpose**: Track key metrics daily

**Steps include:**

- KPI calculations
- Day-over-day changes
- Threshold alerts
- Trend charts
- Summary highlights

**Best for**: Executives, operations

## Data Processing Templates

### Data Enrichment Pipeline

**Purpose**: Enhance raw data with AI

**Steps include:**

- Clean and normalize data
- Extract entities from text
- Classify categories
- Translate content (if needed)
- Export enriched dataset

**Enrichments used**: Text Extraction, Sentiment, Translation

---

### Multilingual Report Generator

**Purpose**: Generate reports in multiple languages

**Steps include:**

- Analyze data in source language
- Generate insights
- Translate to target languages
- Format for each locale
- Export translated reports

**Enrichments used**: Language Translation

## Turn a Template into Your Own Task

Duplicate a template before changing its prompts or data sources. Your copy appears under **Your tasks**, where you can rename it, adjust its ordered prompts, choose data sources and agents, and set a schedule.

### Template Best Practices

**Make prompts generic:**

```
Bad: "Analyze sales from the Q4_sales.xlsx file"
Good: "Analyze sales from the attached sales data file"
```

**Document data requirements:**

- List required columns
- Specify data formats
- Note any dependencies

**Include clear descriptions:**

- What the template does
- Who it's for
- What data it needs

## Customization Tips

### Adapting Templates

- Replace placeholder text with your specifics
- Add or remove steps as needed
- Adjust for your data structure
- Update column/table names

### Adding Enrichments

Enhance any template with:

- Sentiment analysis for text data
- Translation for international reports
- Text extraction for unstructured data

### Combining Templates

- Use multiple templates for comprehensive analysis
- Chain outputs from one to another
- Build complex workflows from simple parts

## Request a Template

Need a template we don't have? Email us at <hello@betteranalyst.com> with:

1. Your use case description
2. Sample data structure
3. Expected outputs

We'll consider adding popular requests.

## Next Steps

- [Create your first task](https://betteranalyst.com/docs/tasks/creating-tasks)
- [Set up scheduling](https://betteranalyst.com/docs/tasks/scheduling)
- [Learn about enrichments](https://betteranalyst.com/docs/ai-chat/overview)