Tool Spotlight: What's In Your AI Toolkit?

[Victor_Becerra]

The AI tool explosion is real!

Let's help each other cut through the noise: Which AI tool got a workout from you this week? Drop a screenshot of something awesome it created

Got a quick hack that makes it work better?

--- This post was migrated from connect.com and was originally published at an earlier date.

[h-recker]

Been leaning hard on our own tool Sheets Assistant (by Coefficient) lately with our HubSpot data.

Since we already sync our HubSpot deals, contacts, and subscriptions into Google Sheets, Sheets Assistant gives me a huge head start when I need to:

• Build quick renewal forecasts

• Summarize churn cohorts by month

• Give my CS or Reps more detail on lead score or health score

• Write formulas to calculate expansion/contraction MRR without having to remember nested IFs or complex date logic

• Clean up owner assignments or missing fields for bulk fixes

Basically: I let Sheets Assistant write most of the heavy formulas, visualizations, and summaries for me. I just sanity check and tweak. Huge time saver vs trying to brute-force everything manually.

Here's a video I made about the detailed score summaries, this was actually inspired by one of our customers. Our new CS reps actually trust the health scoring because they have side by side detail of how it's been calculated.

[Victor_Becerra]

Thank you Hannah! That's fantastic to hear how Sheets Assistant is streamlining your HubSpot data analysis! It sounds like a real game-changer for building forecasts and summarizing churn.

What's one feature in Sheets Assistant that you find yourself using the most for those quick insights?

[h-recker]

Any data I'm pulling into my spreadsheet, I immediately ask it to create me a dashboard first now. It gives me initial insights to complete my analysis a whole lot faster and uncovers things that I wouldn't have thought about. I'm also am always using it for complex formula creation and data cleanups as well.

[SimonFundz]

All nice, but still new here --- This post was migrated from connect.com and was originally published at an earlier date.

[gaherrera]

Finally set up my new Claude project - considering migrating a bunch of work from NotebookLM over to Claude. --- This post was migrated from connect.com and was originally published at an earlier date.

[YoelBA-GDS]

Interesting. We experimented for a week entering the same prompt in multiple AI tools and compared the responses both for accuracy and for our ability to use the resulting product in our reports and communications. We found that Perplexity Pro delivered the best useable results. --- This post was migrated from connect.com and was originally published at an earlier date.

[YoelBA-GDS]

I also stopped using NotebookLM - We create a new collection for each project, and with NotebookLM we can't add individuals outside our domain! --- This post was migrated from connect.com and was originally published at an earlier date.

[gaherrera]

My immediate observation is that Claude is doing a better job understanding and retaining context. --- This post was migrated from connect.com and was originally published at an earlier date.

[Victor_Becerra]

That's very interesting, what do you think will improve? I usually use NotebookLM for ideas and then Claude for refining them --- This post was migrated from connect.com and was originally published at an earlier date.

[Victor_Becerra]

Akpovire Akpotaire Laura Kersting Tussi Julie Riley Debbie Fitzgerald What AI tool earned its keep in your workflow this week? --- This post was migrated from connect.com and was originally published at an earlier date.