| # Using the FranchiseDepth database with AI assistants
|
|
|
| This folder works with any assistant that accepts file uploads. Pick the files that match what you want to do, upload them, and give the assistant the instructions in `AI_INSTRUCTIONS.txt` (paste it as your first message, or into the instructions box of a custom assistant).
|
|
|
| ## Which files to upload
|
|
|
| | You want to... | Upload |
|
| |---|---|
|
| | Ask quick questions about fees, earnings, closures or growth across brands | `brand_summary.csv` |
|
| | Read about specific brands in one industry | the industry's file in `profiles_by_industry/` |
|
| | Run deeper analysis (the assistant writes code) | `franchisedepth.sqlite`, or the files you need from `csv/` |
|
| | Look up every column and method | `AGENTS.md` |
|
|
|
| Upload limits depend on each tool and plan. If a file is too big, start with `brand_summary.csv`, which is small, or one industry's profile file.
|
|
|
| ## ChatGPT
|
| - **One chat:** attach `brand_summary.csv` (and any `csv/` files you need) with the paperclip, then paste `AI_INSTRUCTIONS.txt` as your first message.
|
| - **Your own GPT** (on plans that offer GPTs): create a GPT, paste `AI_INSTRUCTIONS.txt` into Instructions, upload `brand_summary.csv`, `AGENTS.md` and the industry profile files you want as Knowledge, and turn on the code/data-analysis capability.
|
| - ChatGPT's data analysis can often open `franchisedepth.sqlite` with Python. If it can't, use the CSV files instead.
|
|
|
| ## Claude
|
| - **One chat:** attach `brand_summary.csv` or a profile file and paste `AI_INSTRUCTIONS.txt`.
|
| - **A Project:** create a project, paste `AI_INSTRUCTIONS.txt` into the project instructions, and add `brand_summary.csv`, `AGENTS.md` and profile files to the project knowledge.
|
| - **Claude Desktop with live SQL:** connect the whole database with the MCP connector (steps in `README.txt`). Claude can then query every table directly.
|
|
|
| ## Gemini
|
| - **One chat:** upload `brand_summary.csv` (CSV and Excel files are accepted; several files can go in one prompt) and paste `AI_INSTRUCTIONS.txt`.
|
| - **A Gem:** create a Gem, paste `AI_INSTRUCTIONS.txt` into its instructions, and add `brand_summary.csv` and profile files as its knowledge.
|
| - **Google Sheets:** import `brand_summary.csv` into Sheets and use Gemini in Sheets on it.
|
|
|
| ## Grok
|
| - Attach `brand_summary.csv` (and a profile file if you like) with the paperclip, and paste `AI_INSTRUCTIONS.txt` as your first message.
|
|
|
| ## Microsoft Copilot
|
| - Upload `brand_summary.csv` in a Copilot chat and paste `AI_INSTRUCTIONS.txt`.
|
| - With Copilot in Excel, open `franchisedepth.xlsx` and ask about the tabs directly.
|
|
|
| ## Perplexity
|
| - Create a Space, add `brand_summary.csv` and profile files, and paste `AI_INSTRUCTIONS.txt` into the Space's instructions.
|
|
|
| ## Coding assistants (Cursor, Claude Code, Codex, Gemini CLI, GitHub Copilot)
|
| - Open this folder as the project. They read `AGENTS.md` (and `CLAUDE.md` / `GEMINI.md`, which point to it) automatically. Ask them to query `franchisedepth.sqlite`.
|
|
|
| ## Tips for good answers
|
| - Ask for a table: "Compare these five brands' investment, royalty, closure rate and comparable revenue in a table."
|
| - Ask for sources: "Give the FDD year for each figure and the page for Item 19 figures."
|
| - Ask it to say when something isn't disclosed, rather than guess.
|
|
|
