Work with Rubin
The active surface for working directly with Rubin once your company context is in place.
Once systems are connected and your business context has been established, Rubin becomes ready for real work. Bring questions, examine changes, prepare outputs, and move work forward against the operational reality of your company.
Where your company context becomes interactive
Work with Rubin is the point where setup turns into live usage. After onboarding and context formation, teams work directly with Rubin against a business-specific context layer shaped around how the company actually operates, instead of detached generic model behavior. In Chat, @ attaches knowledge base and registry context so every question stays grounded.
Built on top of your business foundation
Useful answers start from how your company actually runs: live feeds from ERP and retail, org rules people follow, and the entities and documents that carry meaning internally. When that picture is in place, every question can land on real numbers, named products, and policies instead of generic guesses. That is the groundwork teams rely on before they ask Rubin to go deeper.
Bring work to Rubin
This is where teams start using Rubin as an active part of work. Not only to retrieve information, but to explore changes, prepare materials, examine issues, and help move decisions forward in a grounded way.
Frame questions the way a strategy team would. Rubin answers against your live company graph, not generic training data. Tie each thread to commercial outcomes and policy constraints your org already maintains.
Useful question types
- Margin mix and price ladder impact after a national or key-account price move.
- Regional or channel underperformance on a priority SKU versus the prior quarter.
- What internal rules allow for co-funded trade promo versus self-funded in-store display.
Example prompt: Compare Q3 sell-through for Family Pack vs. Core line in Modern Trade. Where does the data point to distribution, assortment, or timing gaps?
Start from a concrete ERP sell-in volume shift (what the system of record shows week over week or month over month). Rubin helps you validate the delta, then stack deeper analysis on top: customer, SKU, plant or DC, price conditions, and the commercial story behind the number.
Typical drill paths after a sell-in move
- Slice the change by sold-to customer, route, or key account to see if one counterparty drives the swing.
- Compare SKU or pack mix: same headline volume, different underlying items or case equivalents.
- Align timing with known events: promo calendars, stock-build, returns, or a late posting cut-off in ERP.
Example prompt: Sell-in for SKU X dropped twelve percent versus last month in ERP. Which customers and regions explain the move, and what follow-up cuts (weekly trend, price list, open orders) should we run next?
Move from insight to artifact. Rubin drafts against the same entities and metrics your teams trust, preserves guardrails and policy hooks, and keeps one storyline from spreadsheet to slide to email.
Outputs teams ask for
- Exec one-pager or chair brief: headline metrics, risks, and recommended focus.
- QBR or commercial review storyline with a clear "so what" and next-period priorities.
- Retailer- or channel-ready talking points grounded in your definitions and numbers.
Example prompt: Draft a two-page board brief on Back to School performance: KPIs, downside risks, and three focus areas for the next ninety days.
Close the loop from analysis to operating rhythm. Make owners explicit, keep decisions traceable, and queue validation steps so the next meeting starts from agreed facts, not from scratch.
Turn the answer into motion
- Checklist by function: Sales, Marketing, Supply, or Finance, each with one concrete next step.
- Follow-up questions or data pulls needed before the next governance or trade meeting.
- Linked hypotheses or scenarios to test in a workshop or working session.
Example prompt: From this answer, list the top five actions by owner and what we must validate within two weeks.
Start with Rubin. Grow into Zone.
See how Rubin becomes useful once company context is established, and how that foundation evolves into a structured workspace for the business.