Strategy Analyst Skill

An AI skill for Claude Desktop that automates business intelligence analysis across Strategy Cloud (MicroStrategy) dashboards, enriches findings with web research, and creates actionable Asana tasks for each Line of Business.

🎬 Demo

Click to watch the full demo on YouTube

What It Does

Strategy Library → Analyze ALL Dashboards → Web Search for Context → Asana Tasks by LOB

1. Discover - Browse Strategy Cloud library, inventory every dashboard
2. Analyze - Open each dashboard, detect anomalies, threshold breaches, and trends
3. Enrich - Web search for external context (competitor news, market trends, economic factors)
4. Synthesize - Group findings by Line of Business (Sales, Marketing, Finance, Ops, etc.)
5. Deliver - Create Asana tasks with prioritized findings, dashboard links, and recommended actions

Example

Prompt:

"Run a strategy analyst review and create Asana tasks for each team"

Output:

Coverage: Analyzed 12 of 12 dashboards (100%)

Asana tasks created (4):
- Sales (2 critical): Southwest revenue decline, pipeline coverage below threshold
- Marketing (1 warning): Lead quality trending down
- Finance (1 informational): Positive margin trend continuing
- Operations (no significant findings)

Installation

Claude Desktop (Cowork)

# Download and extract to skills directory
unzip strategy-analyst.skill -d ~/.claude/skills/

# Or clone this repo directly
git clone https://github.com/tzockoll-creator/Strategy-Analyst-Skill.git ~/.claude/skills/strategy-analyst

Then enable in Claude Desktop: Settings → Skills → strategy-analyst → Toggle On

Requirements

• Claude Desktop with Cowork enabled
• Claude in Chrome extension (for Strategy Cloud navigation)
• Strategy Cloud access (MicroStrategy)
• Asana connector enabled
• Web Search enabled

File Structure

strategy-analyst/
├── SKILL.md                           # Main skill instructions
└── references/
    ├── STRATEGY_NAVIGATION.md         # UI navigation patterns
    ├── FINDING_PATTERNS.md            # Anomaly detection logic
    └── LOB_TEMPLATES.md               # Asana task templates by LOB

Key Features

• 100% Coverage Guarantee - Analyzes every single dashboard, no sampling
• Severity Classification - Critical 🔴, Warning 🟡, Informational 🟢
• External Context - Web search enriches findings with market intelligence
• Actionable Output - Asana tasks with specific recommendations and dashboard links

Customization

Edit SKILL.md to adjust:

• Anomaly thresholds (default: >15% variance)
• Trend detection periods (default: 3 consecutive)
• LOB mappings for your organization
• Asana project/assignee defaults

License

MIT

Author

Built for demonstrating AI-powered enterprise workflows with Strategy Cloud.