AI companion for consultants
Clara helps consultants analyze businesses and prepare business plans, reports and presentations. She works with spreadsheets, documents, research and interviews to assess markets, customers, competitors and company performance. More
What you can ask Use Clara to plan or direct this case, organize the evidence, choose the next work, or validate a deliverable. Copy
· Direct an advisory case skill
Use Clara to run an interview, transcribe a recording, correct a deck, or narrate approved research scenes as a grounded video. Use this Excel file to prepare an interactive HTML presentation with key findings, supporting charts and recommendations. Skills 16 in the ChatGPT listing
Plan an advisory assignment Use internally when Clara receives a new or materially reframed advisory assignment and must turn the natural request into a reviewable assignment contract and generation handoff. Direct an advisory case Use when Clara must direct a durable advisory case after initial assignment framing: state the answer first, keep a living analytical spine, choose and coordinate the next analysis or research branch, integrate new evidence and partner judgement, revise the position when warranted, and decide when the working deliverable should change. Validate an advisory deliverable Use when Clara must validate a completed advisory memo, report, analysis, presentation, or other supported professional document against advisory_contract.json and available evidence. Compare assortment, new-product, and best-seller attributes Use when a user wants Clara to map retail product attributes, preserve the existing new-versus-rest or best-seller-versus-other analysis, create a private local HTML report, or answer whether that report is correct. Compare the retailer assortment with the brand catalogue Use when a user wants Clara to compare completed retailer signals with a brand's current presence at that retailer and the brand's owned catalogue, create a private local HTML Brand Fit report, or ask whether that report is correct. Prepare a business plan Prepare one business plan for a startup, new venture or established company: assess customers, market, operations, economics, cash needs, options and next actions. Verify presentation claims Use when Clara or Codex generates, revises, or audits a clean PPTX/deck and needs a fully automatic readable sidecar that maps each slide claim to its basis and checks whether current deck text has drifted from the generation-time claim snapshot. Clara Use whenever Clara is explicitly invoked, including through @clara, and for advisory work that Clara may organize, analyze, research, document, or present, including commercial due-diligence preparation. Revise presentations from feedback Correct, revise, or rebuild an existing PPTX or Clara HTML deck from spoken feedback, a call transcript, screen recording, review notes, or partner comments. Prepare and conduct interviews Prepare and operate Clara-hosted external voice interviews: select an exact versioned research campaign or define a scoped one-off case interview, create an expiring no-login participant link, check its status, and retrieve the completed JSON bundle and post-interview quality review. Create HTML presentations Build or revise source-faithful, cinematic, animated standalone HTML slide decks for Clara or Codex from Word, PDF, Markdown, spreadsheet, case-workspace, or mixed source materials. Impara con Clara Teach only this installation's supported Clara workflows through a native voice conversation and a parallel working chat that runs real examples. Review workflow data handling Use when adding, changing, reviewing, or releasing a Clara workflow or hosted integration to record what Codex can read, every boundary beyond Codex, and the source-backed access and retention position before packaging. Analyze business data Use when Clara needs budgeting/forecast reports with both variances and Sites delivery, CSV/XLSX/Parquet dataset intake, Sales/Discount/COGS identification, chart capability evidence, dataset profiling, a source-backed dataset semantic layer, mechanical compatibility checks, or reporting contract inspection before chart/report selection. Create narrated research videos Turn a user-approved ordered set of research scene images into a source-faithful 16:9 narrated MP4 with restrained motion, synchronized narration in English, Italian, French, German, or Spanish, captions, a reviewable narration script, and mechanical media validation. Transcribe recordings and voice notes Capture, transcribe, import, attribute, and review advisor voice notes, consultant debriefs, meetings, calls, and existing audio recordings with Clara Hosted Voice. 
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