IdealSync

Free starter · For ecommerce teams

See what changed.
Know what to check next.

Turn two weeks of figures into a clear comparison and one owned next action. Keep the evidence, gaps and follow-up together.

Start my free reviewSee the example ↓

Free IdealSync connector for Claude. Your Claude plan must support custom connectors.

2periods compared
1owned next action
Youapprove the save
Weekly reviewFictional example
Completed ordersSame definition
5–11 Oct 2026100
Previous week
12–18 Oct 2026120
This week
+20orders+20%

Completed orders only. Cancelled orders excluded. Equal 7-day periods, UTC.

What caused the change?The figures alone do not tell us why.
Suggested next action · confirm before savingCheck the order export for missing recordsProposed owner: Operations Lead · Next review: 26 Oct

01 / The path

One useful result. Three clear steps.

  1. 01

    Bring two comparable weeks

    Use the sample CSV, or your own figures with the same column headings.

  2. 02

    Check what changed

    Connect IdealSync, attach the CSV in Claude and use the prompt below.

  3. 03

    Give the next step an owner

    Check the comparison, agree one action and approve saving for next week.

02 / Your starter kit

Try it with the sample. Make it yours.

No blank page. The file and the prompt are ready.

CSV · Two weeks of figures

100 orders → 120 orders

A small file with dates, definitions and sources. See the +20% change, then decide what to investigate.

Download sample .csv

Fictional practice data. No business data needed to try it.

Ready-made promptUse with Claude

Ask for the comparison and next action.

The prompt checks matching periods, keeps unknowns visible and asks you to approve the action before saving.

Read or select the full prompt

Use IdealSync to review the attached weekly figures. Start with idealsync_start and choose an existing flow or ask before creating one. Read business_review history first. For the sample use timezone Etc/UTC and label the data fictional. Check definitions, units, sources and equal non-overlapping periods; keep estimates and missing figures visible. Preview business_review, revisit open actions and agree one next action with an owner. Ask me to review before saving with a stable review_id and current expected_version. Give me the private blueprint link.

Already connected? Attach the sample in Claude and paste this prompt.

03 / Before you call it done

A review that leads into next week.

A change is a signal to investigate. Confirm the figures and give the follow-up a clear owner.

  • Dates, units and definitions match
  • Missing figures stay marked as missing
  • One action has an owner and follow-up

Make your next review easier to act on.

Two periods. One comparison. A next step you can return to.

Start my free review
Using your own data or getting implementation help

Use material you are authorized to share. Remove credentials and unnecessary personal or client details before attaching a file.

For implementation help, open your saved blueprint, confirm one next action and choose “Review what I’ll share with Dorian”. You choose the steps and notes included. Implementation is a separate conversation.