whatagraph-customer-patterns

Standardize Whatagraph workflows for client onboarding and cross-channel reporting.

Updated Apr 3, 2026
One-click install
npx skills add https://github.com/whatagraph/whatagraph-skills --skill whatagraph-customer-patterns
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: whatagraph-customer-patterns
Source: https://github.com/whatagraph/whatagraph-skills/tree/main/skills/whatagraph-customer-patterns
Command: npx skills add https://github.com/whatagraph/whatagraph-skills --skill whatagraph-customer-patterns

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill resolves ambiguity in multi-tool Whatagraph workflows, ensuring consistent data architecture and report construction across client onboarding, cross-channel analytics, and troubleshooting.

Core Features & Use Cases

  • Standardized Decision Trees: Provides clear logic for choosing between source groups, blends, and custom metrics to prevent data discrepancies.
  • End-to-End Playbooks: Offers step-by-step instructions for complex tasks like client onboarding, cross-channel paid media reporting, and account re-branding.
  • Quality Assurance: Includes specific verification steps to ensure data integrity and correct widget-to-source binding.

Quick Start

Use the whatagraph-customer-patterns skill to guide the end-to-end onboarding process for a new client including space creation and report setup.

Frequently Asked Questions about whatagraph-customer-patterns

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I onboard a new client in Whatagraph and set up cross-channel reporting?

To onboard a new client in Whatagraph, you need to follow an end-to-end playbook covering space creation, cross-channel blend configuration, and report setup. This ensures standardized data architecture and correct widget-to-source binding from the start.

What is the best way to configure cross-channel data blends in Whatagraph?

Configuring cross-channel data blends in Whatagraph requires using standardized decision trees to choose between source groups, blends, and custom metrics. This prevents data discrepancies and ensures technical consistency across your marketing data architectures.

Why does my Whatagraph report show data discrepancies across different marketing metrics?

Data discrepancies in Whatagraph reports often occur due to inconsistent source group management or incorrect widget-to-source binding. Using standardized decision frameworks for cross-channel blend configuration helps resolve these ambiguities and ensures data integrity.

How do I troubleshoot data integrity issues in Whatagraph automated delivery scheduling?

Troubleshooting Whatagraph data integrity issues involves specific verification steps outlined in operational playbooks. These steps ensure correct widget-to-source binding and verify data consistency across automated report delivery schedules.

Can I use Whatagraph for complex multi-tool marketing analytics workflows?

Yes, Whatagraph supports complex multi-tool marketing analytics workflows through standardized decision frameworks. It manages cross-channel blend configuration, client onboarding, and automated delivery scheduling while maintaining technical consistency across all reporting.

When should I use source groups versus custom metrics in Whatagraph report creation?

Use source groups versus custom metrics in Whatagraph based on standardized decision trees that prevent data discrepancies. The choice depends on your specific cross-channel reporting requirements and the need for technical consistency in data architecture.