Video walkthrough
At the org level the questions get bigger. Where is activity dropping off. Which groups have stopped practicing. Which skills are weak across every team. Where the training investment should go next quarter.
Those are hard questions to answer in a dashboard, because you end up pulling one report at a time and stitching the picture together yourself. Asked through a connected assistant, the stitching is the part that goes away.
This page needs workspace admin, which is the same permission that governs analytics inside Exec. A group admin can run all of it narrowed to their own groups.
Not connected yet? See Connect your AI tool. If you have several tools connected, open with “Using the Exec MCP, …” so your assistant knows which one you mean.
1. See where practice is actually happening
- Groups that have fallen off, which is the earliest signal you get that a rollout is not sticking.
- Groups where low volume is expected. Not every group should be practicing at the same rate, and a team of program leads reading low is not a problem. Knowing which is which is the judgment the dashboard cannot make for you.
- Momentum, not just volume. A group that has doubled off a small base and a group that is flat off a large one need different conversations.
Exec hands your assistant one group at a time rather than a ready-made comparison table, so the assistant pulls each group and assembles the breakout itself. Two consequences: your groups have to exist in Exec for any of this to work, and on a large workspace naming the groups you actually care about is quicker than asking for all of them.
2. Map skill strength across every team
3. Check it against live calls
If you have call scoring set up, the same conversation can ask what is happening on real calls, not just in practice.4. Find the coverage gap
5. Turn it into something you can hand over
Everything above is in one conversation, so the summary does not need restating.Set up a project so you do not repeat yourself
This is the habit that separates trying MCP once from using it every quarter. Most assistants let you save a workspace with its own standing instructions. Claude calls these projects, ChatGPT has custom instructions, and other tools have their own version. Put Exec in one and write down what you would otherwise retype:- Your group structure and how you want it broken out
- Your standing sample-size floor, so you never have to remember the clause again
- The house rules for numbers, such as always saying what a claim is based on and only counting ranked sessions
- What to leave out, which matters when you are going to share your screen
Make it your own
These five are a starting point. The questions that end up mattering are the ones specific to how your organization is structured, so it is worth asking for things this page does not mention and seeing how far it goes. If something does not work the way you expect, Troubleshooting covers the predictable failures, and [email protected] will pick up anything it does not.Next
Prompts and reliable answers
The full prompt library, and how to check a number before it reaches a board deck
Managing your team
The same walkthrough one level down, for the managers you are rolling this out to
What the AI can see
The permissions model, in a form you can forward to a security reviewer