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SourceMedium for your AI

Your commerce data.
In your favorite AI.

Investigate performance and build reports with your commerce data in the AI tools you already use. We maintain the connections, models, and definitions.

Silent looping video.

The prompt library

Prompts for your
next business review.

Compare acquisition, review returning customers, or plan the next creative test. Copy a prompt straight into your AI tool, or open a row for the data it needs.

Reporting 10 prompts

The numbers for the weekly review.

What are the top 10 products by net revenue?

Rank our top 10 products by net revenue for the last 30 complete days. Look up the net revenue definition first. Show revenue and units per product, compare with the previous 30 days, and state how refunds and cancellations are treated before drawing conclusions.

Data needed: Order lines with net revenue for the comparison window.

What to include in the output

  • Top 10 products with revenue and units
  • Net revenue definition and window
  • Follow-up questions for the next review

Where does the funnel lose people?

Show daily funnel step counts and conversion rates for the last 30 complete days. Look up the funnel step definitions first. Highlight the steps with the largest drop-off, compare with the previous 30 days, and flag instrumentation gaps before drawing conclusions.

Data needed: Funnel events with consistent step definitions.

What to include in the output

  • Daily step counts and conversion rates
  • Step definitions and instrumentation gaps
  • Steps to investigate next

What is the refund rate by product?

Show the refund rate by product and the most common return outcomes for the last 90 complete days. Look up how this account records refunds and returns first. Rank products by refund rate, state the valid-order definition and window, and flag unlinked refunds before drawing conclusions.

Data needed: Refunds and return outcomes linked to orders.

What to include in the output

  • Refund rate by product and top return outcomes
  • Valid-order definition and window
  • Unlinked records and follow-ups

How much revenue goes to discounts?

Measure discount reliance for the last three complete months. Show discount value as a share of gross revenue by month, then break the latest month down by discount code, product, and sales channel. Look up how this account records discounts first. State the window and included stores, and flag orders with missing discount records before drawing conclusions.

Data needed: Orders with discount and gross revenue for the comparison window.

What to include in the output

  • Discount share of gross revenue and trend
  • Codes, products, and channels driving it
  • Questions for the next pricing review

Where does revenue come from by sales channel?

Break revenue and orders down by sales channel for the last complete quarter with monthly detail. Look up how this account classifies sales channels first. Show each channel's share and trend, compare with the previous quarter, and state the channel definitions and included stores before drawing conclusions.

Data needed: Orders with sales-channel classification for the comparison window.

What to include in the output

  • Revenue and orders by sales channel
  • Channel definitions and reporting window
  • Mix shifts worth investigating

What is about to stock out?

Flag stockout risk using the latest inventory snapshot and the last 30 complete days of unit sales. Rank at-risk products by estimated days of cover, showing units sold, available inventory, and location where present. State the inventory source, snapshot date, and included locations, and flag products with missing inventory or sales history instead of guessing.

Data needed: Current inventory by product and location plus recent unit sales.

What to include in the output

  • At-risk products with days of cover
  • Inventory source and freshness
  • Reorder questions for the ops review

What products are bought together?

Rank product pairs by how often they appear on the same order in the last 90 complete days. Look up the valid-order definition first. Show order counts and attach rates for the top pairs, state the window and included stores, and flag incomplete line-item history before drawing conclusions.

Data needed: Order history with line items for the comparison window.

What to include in the output

  • Top product pairs and attach rates
  • Valid-order definition and window
  • Bundle and cross-sell questions

What is our gross margin by product?

Show gross margin by product for the last complete quarter. Look up how this account records product costs first. Rank products by margin, state the cost definition and window, and flag products with missing or stale costs instead of ranking them.

Data needed: Order revenue plus product cost records for the same window.

What to include in the output

  • Margin by product and top drags
  • Cost definition and coverage
  • Uncosted products and follow-ups

Is our data current?

Check data freshness across the connected sources. Show the latest record date per source and flag feeds that are stale or missing against their expected cadence. State how freshness is measured for each source, and distinguish a delayed feed from one this account never connected.

Data needed: Source connection metadata with last-refresh records.

What to include in the output

  • Latest records by source
  • Stale or missing feeds
  • Refresh questions for ops

Why are customers contacting support?

Review support contacts for the last 30 complete days. Show ticket volume by topic and channel with resolution times, and rank the drivers worth addressing. State the topic taxonomy and window, and flag untagged tickets before drawing conclusions.

Data needed: Support tickets with topics and channels for the comparison window.

What to include in the output

  • Ticket volume by topic and channel
  • Resolution time and one-touch rate
  • Top drivers to address

Growth 13 prompts

Where acquisition spend earns its keep.

What changed in acquisition performance?

  • +1
Compare acquisition performance for the last complete week against the week before. Look up the available definitions and data first. Show spend and new-customer measures by supported channel, identify coverage gaps, and distinguish attribution from causal lift.

Data needed: Connected ad accounts, order history, and the identity signals required by your selected attribution model.

What to include in the output

  • Spend and new-customer changes by channel
  • Attribution method and coverage gaps
  • Questions to resolve before changing spend

Which creatives deserve a closer look?

Review the last complete week's ad creative performance using the SourceMedium data available to this account. First check whether ad-level data and creative identifiers are present. Compare spend and available conversion measures across creatives with comparable exposure. Flag small samples and missing creative metadata. Prepare a testing brief with the evidence, questions to investigate, and proposed next tests. Do not change campaigns or treat attribution as causal lift.

Data needed: Ad-level spend and performance, creative identifiers, and comparable reporting dates.

What to include in the output

  • Creatives worth investigating
  • Evidence and limits of the comparison
  • Questions for the next round of testing

Which partners bring customers who return?

Check whether this SourceMedium account has partner or affiliate identifiers linked to orders and customer history. If it does, compare new-customer revenue and repeat purchase behavior by partner at equal cohort ages. State how orders are assigned to partners, the observation window, and any missing history. Prepare a partner review that distinguishes observed results from possible explanations. If the required records or joins are unavailable, explain what is missing instead of ranking partners.

Data needed: Partner identifiers linked to orders, customer history, and enough time to observe repeat purchases.

What to include in the output

  • New customers by partner
  • Repeat purchases at equal cohort ages
  • Partner questions for the next review

What is my average CAC?

Compute our customer acquisition cost overall and by supported channel for the last complete month. Look up the available spend and new-customer definitions first. Show spend, new customers, and CAC by channel, compare with the previous month, and flag spend or orders that cannot be assigned. State the new-customer definition and reporting window before drawing conclusions.

Data needed: Ad and channel spend plus new-customer orders. Agree the new-customer definition and reporting window.

What to include in the output

  • CAC overall and by channel
  • New-customer definition and reporting window
  • Unassigned spend and follow-up questions

Are we profitable on overall marketing spend?

  • +1
Review our marketing efficiency for the last complete month against the previous month. Compare total marketing spend with order revenue using SourceMedium definitions, show efficiency by supported platform, and separate observed changes from explanations that need investigation. State the stores, currency, and reporting window, and flag missing spend or unattributed revenue before drawing conclusions.

Data needed: Marketing spend by platform and order revenue for the same periods.

What to include in the output

  • Spend, revenue, and efficiency by platform
  • Definitions, stores, and reporting window
  • Follow-up questions for the next review

How does first-touch compare to last-touch?

Compare the first-touch and last-touch channel mix for purchases in the last complete month. Look up which attribution models this account supports first. Show how channel credit shifts between the two views, state the model, window, and included channels, and flag journeys with missing touchpoints. Distinguish observed credit from causal lift.

Data needed: Purchase journeys with recorded touchpoints and the attribution models available to this account.

What to include in the output

  • Channel mix under each model
  • Model, window, and coverage gaps
  • What to resolve before changing spend

Which platform and campaign type has the highest ROAS?

  • +1
Rank platform and campaign-type combinations by ROAS for the last 30 complete days. Look up the available spend and revenue definitions first. Show spend, attributed revenue, and ROAS with a minimum-spend threshold so small tests do not top the ranking. State the attribution method and window, and flag spend or revenue that cannot be assigned before drawing conclusions.

Data needed: Ad spend and platform-attributed revenue for the comparison window.

What to include in the output

  • ROAS by platform and campaign type
  • Spend thresholds and reporting window
  • Winners to scale and losers to inspect

Are creator codes leaking to coupon sites?

Check whether creator or partner codes are leaking beyond their audience in the last 60 complete days. Compare the customers using each code against the audience signal available to this account, such as survey responses or referrers. Rank suspect codes by order count and revenue, state the audience signal and window, and flag thin evidence before naming a leak.

Data needed: Orders with discount codes plus an audience signal such as survey responses or referrers.

What to include in the output

  • Codes used outside their audience
  • Mismatch evidence and estimated cost
  • Codes to rotate or retire

What should we expect this holiday season?

Build a holiday readiness brief from the last complete holiday window and the prior 14-day baseline. Compare daily revenue, ad efficiency by platform, and promo reliance between the two windows. State the exact windows, stores, and currency, and flag incomplete history before recommending where to concentrate this year.

Data needed: Order and spend history covering the last holiday window and a baseline.

What to include in the output

  • Last holiday versus baseline, by channel
  • Ad efficiency and promo quality then
  • Planning questions for this year

How can we raise average order value?

Find the highest-leverage ways to raise average order value over the next 30 days. Break current AOV into its drivers using the last 90 complete days, compare against the prior period, and rank levers by expected impact while protecting conversion rate. State the AOV definition and window, and flag segments too small to trust.

Data needed: Order history with line items and an agreed AOV definition.

What to include in the output

  • AOV breakdown and trend
  • Highest-leverage levers
  • Tests to run next

Which landing pages convert best?

Rank landing pages by purchase conversion rate for the last 30 complete days. Look up how this account attributes sessions and purchases first. Show sessions and conversion per page with a minimum-traffic threshold, state the window, and report only what the rows prove without guessing why visitors behave as they do.

Data needed: Sessions and purchases attributed to landing pages.

What to include in the output

  • Conversion by landing page
  • Traffic thresholds and window
  • Pages to fix or scale

Which regions perform best?

Compare revenue and acquisition efficiency by region for the last complete quarter. Look up how this account classifies regions first. Show each region's revenue, spend, and efficiency with trend, state the window, and flag unclassified records before drawing conclusions.

Data needed: Orders and spend with region classification.

What to include in the output

  • Revenue and efficiency by region
  • Region definition and window
  • Regions to scale or investigate

Which search terms waste spend?

Find the search terms consuming spend without conversions in the last 30 complete days. Look up whether this account has search-term records first. Rank wasteful terms by spend with a minimum-spend threshold, state the match types and window, and if search-term records are unavailable, explain what is missing instead of guessing.

Data needed: Search-term spend and conversion records, where available.

What to include in the output

  • Spend without conversions by term
  • Match types and thresholds
  • Terms to negate or restructure

Customers 9 prompts

Who comes back, and why.

Which customer cohorts keep coming back?

Compare repeat purchase behavior across first-purchase cohorts using the SourceMedium definitions available to this account. Compare cohorts at the same age, state the observation window, and flag incomplete history. Show the evidence behind the comparison.

Data needed: Order and customer history, an agreed first-purchase definition, and enough history for the comparison period.

What to include in the output

  • Repeat purchase comparisons at equal cohort ages
  • Observation windows and incomplete history
  • Customer segments that merit investigation

How much revenue is driven by subscriptions?

Split our revenue into subscription and one-time orders for the last six complete months. Look up how this account flags subscription orders first. Show the monthly split and trend, state the subscription definition and reporting window, and flag orders that cannot be classified before drawing conclusions.

Data needed: Order history with subscription and one-time flags.

What to include in the output

  • Monthly subscription vs one-time split
  • Subscription definition and reporting window
  • Unclassified orders and follow-ups

What is the most popular product on second orders?

Rank products by how often they appear on customers' second orders in the last complete quarter. Look up the valid-order definition first. Show the top products with order counts, state the observation window and included stores, and flag incomplete history before drawing conclusions.

Data needed: Order history with line items and per-customer order sequence.

What to include in the output

  • Top products on second orders
  • Valid-order definition and window
  • History gaps and follow-up questions

Why are orders showing up as unattributed?

  • +2
Investigate unattributed orders in the last complete month. Measure the unattributed share, inspect UTM coverage and tracking completeness, and identify the patterns behind the gaps. State the attribution method and window, distinguish missing data from untracked journeys, and recommend what to fix first. Do not guess at causes the data cannot show.

Data needed: Orders with attribution fields and UTM coverage.

What to include in the output

  • Unattributed share and patterns
  • UTM coverage and tracking gaps
  • Fixes to prioritize

Are we acquiring or retaining?

Split customers and revenue into new and repeat for the last six complete months. Look up the new-customer definition first. Show the monthly split and trend for both customer counts and revenue, state the definition and window, and flag history gaps before drawing conclusions.

Data needed: Order history with per-customer order sequence.

What to include in the output

  • Customer and revenue split with trend
  • New-customer definition and window
  • Mix shifts worth investigating

What brings new customers in?

Rank products by how often they appear on first orders in the last complete quarter. Look up the valid-order definition first. Show the top products with order counts, state the observation window and included stores, and flag incomplete history before drawing conclusions.

Data needed: Order history with line items and per-customer order sequence.

What to include in the output

  • Top products on first orders
  • Valid-order definition and window
  • Entry-point questions for merchandising

Which acquisition channels bring the highest lifetime value?

Compare customer lifetime value by acquisition channel for first purchases in the last 12 complete months. Look up the LTV and new-customer definitions first. Show LTV at equal cohort ages, state the window and maturity, and flag immature cohorts before ranking channels.

Data needed: Customer history with acquisition channel and enough cohort maturity.

What to include in the output

  • LTV by first-touch channel
  • Cohort window and maturity
  • Channels to scale or cut

Which first orders lead to repeat purchases?

Find which first-order traits predict repeat purchases for first orders in the last 12 complete months. Compare repeat rates by channel, discount use, and product type at equal cohort ages. State the repeat definition and window, and flag thin cohorts before drawing conclusions.

Data needed: Order history with per-customer sequence and first-order traits.

What to include in the output

  • Repeat rate by first-order traits
  • Cohort definition and window
  • Traits worth more volume

Which lapsed customers are worth winning back?

Shortlist lapsed customers worth winning back. Segment customers with no order in the last 90 complete days by past value and order count, and rank segments by expected return. State the lapse definition and window, and flag customers with unresolved support or refund history before targeting them.

Data needed: Order history with recency per customer.

What to include in the output

  • Lapsed segments by past value
  • Lapse definition and window
  • Segments to target first

Workflows 8 prompts

The briefs to run on repeat.

What should we review this week?

Prepare a trading review for the last complete week. Compare revenue, orders, and acquisition costs with the previous week. Use SourceMedium definitions, state the stores and timezone, and flag missing data before drawing conclusions.

Data needed: Order history and connected advertising spend. Agree the stores, reporting currency, and weekly cutoff.

What to include in the output

  • Week-over-week revenue, orders, and acquisition costs
  • Definitions, source coverage, and reporting cutoff
  • Follow-up questions for the next team review

How did we trade yesterday?

Prepare a daily trading pulse for yesterday. Compare revenue, orders, and ad spend against the prior same weekday and the trailing seven-day average. Confirm data freshness first, flag anomalies with their size, and close with the two or three items worth raising at today's standup. Do not diagnose causes the data cannot show.

Data needed: Order and spend data current through yesterday.

What to include in the output

  • Yesterday versus the prior same weekday
  • Spend pace and anomalies
  • Items for today's standup

How did the month close?

Review the last complete month against the month before. Compare revenue, orders, marketing spend, and efficiency using SourceMedium definitions. State the stores, currency, and window, flag missing spend or unattributed revenue, and close with the open questions that matter for next month.

Data needed: Order and spend history for the closed month and the month before.

What to include in the output

  • Revenue, spend, and efficiency versus last month
  • Definitions, stores, and window
  • Open questions for next month

How did the quarter go?

Prepare a quarterly business review for the last complete quarter with monthly detail. Cover revenue trend, acquisition efficiency, and repeat behavior using SourceMedium definitions. State the window and included stores, separate observed changes from explanations that need investigation, and close with three priorities for next quarter.

Data needed: Order, spend, and customer history for the closed quarter.

What to include in the output

  • Quarter trend by month
  • Acquisition, retention, and efficiency
  • Priorities for next quarter

What do I check each morning of a sale?

Run the daily sale check for yesterday. Compare revenue, orders, promo reliance, and ad efficiency against the pre-sale baseline and the sale targets. Confirm data freshness first, flag channels overspending, codes spiking, and products nearing stockout, and close with today's adjustments. State the baseline window and targets before recommending changes.

Data needed: Order, spend, promo, and inventory data current through yesterday, plus sale targets.

What to include in the output

  • Yesterday versus baseline and target
  • Channel, promo, and inventory flags
  • Today's adjustments

What goes in the monthly update?

Draft the monthly investor update from the last complete month and the trailing three-month trend. Lead with revenue, growth, and efficiency, then name the month's wins and misses with the evidence behind each. State the window and definitions, avoid attributing outcomes the data cannot prove, and close with asks and next month's focus.

Data needed: Order, spend, and customer history for the month and trailing trend.

What to include in the output

  • Headline numbers and trend
  • Wins, misses, and lessons
  • Asks and next month's focus

How did the sale perform?

Run the post-mortem on the last complete sale window against the prior 14-day baseline and the sale targets. Compare revenue, efficiency, promo reliance, and new-customer mix. State the windows and targets, separate observed results from explanations that need investigation, and close with lessons for the next sale.

Data needed: Order, spend, and promo history covering the sale and a baseline.

What to include in the output

  • Sale versus baseline and targets
  • Channel, promo, and margin results
  • Lessons for the next sale

How should we plan next quarter?

Draft next quarter's plan from the trailing two quarters. Set revenue, efficiency, and retention baselines by month, propose targets by channel, and name the bets that close the gap. State the windows and definitions, avoid presenting projections as commitments, and close with open questions for the planning review.

Data needed: Order, spend, and customer history for trailing trend and baselines.

What to include in the output

  • Trailing trend and baselines
  • Targets by channel and motion
  • Bets and open questions

Each prompt includes the data it needs and a suggested output. Formats depend on your AI tool.

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SourceMedium

Shared models and definitions

Orders, customers, products, and campaigns, connected and maintained.

Claude ChatGPT Claude Code Codex Cursor Hermes Grok Gemini Antigravity OpenClaw Slackbot Copilot Muse

Use with any MCP-compatible agents

Before you start

Account access, supported data, and what your AI can do.

Can I use an agent that is not listed here?

Works with any MCP-compatible agent. Your agent needs remote HTTP MCP support and the ability to sign in to SourceMedium. Available features depend on your agent and account access. Claude, ChatGPT, Claude Code, Codex, and Cursor have documented connection paths. Every other agent, including your own, uses the same protocol; setup varies by client. Different assistants may interpret the same data differently.

Do I need a store listing to connect?

No. You can connect directly through MCP using your AI tool's custom-connection setup. Store listings provide another way to find and install the connection.

What account access do I need?

Workspace members connect with their SourceMedium sign-in. Access follows organization membership and connected-source permissions; your AI tool's plan and workspace policy also apply.

What data can my AI use?

Your assistant can use the tables delivered to your account from your connected sources. Ask it what data is available before starting an investigation; the documentation also describes tables your account may not have.

Can it change budgets or act inside ad platforms?

The connection is read-only. It does not grant access to other organizations or arbitrary warehouses. It does not change campaign budgets, create ads, or perform operational writes in your source systems.

Can I inspect the query or references?

Ask your assistant to show the executed query, metric definition, filters, and supporting references. Available evidence depends on the tool used; review it before making a material decision.

What costs are separate?

Before signing, agree the plan, monthly fee, brands and stores, sources, access rights, compute and AI usage, support hours, and any additional charges. Your proposal specifies compute allowances, overage rates, and usage notification terms for the selected plan. External AI-client subscriptions and charges are separate.

Who schedules recurring analysis?

Scheduling depends on your AI client supporting authenticated MCP execution on a schedule. A saved chat or generated report does not automatically refresh. SourceMedium does not provide a universal scheduler through this connection.

Can I keep my own applications?

Pro adds direct BigQuery access so your team can query modeled tables, connect compatible tools, and build on the documented schema. Custom extensions are scoped separately. Customer-added data, custom models, compute, and solution work are defined in your proposal. The MCP connection and Pro direct warehouse access are distinct access paths.

Is this SourceMedium Agent?

They are different ways to use your data. In Slack, SourceMedium Agent investigates and responds. Through MCP, your chosen assistant uses SourceMedium's tools and data. Output and reasoning can differ.

What do we agree before starting?

Choose the first supported sources, a business question, an owner, and a validation step. Confirm access prerequisites, history, definitions, and the plan before expanding the implementation.

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