Front — should this exist?

The test

Almost everything you make is one of these. Most people have never noticed they were choosing.

Snapshot
Build it as a doc
  • The answer is needed once
  • Someone will read it and act, then never open it again
  • It's a story about a moment — a post-mortem, a recap, a proposal
  • The data behind it won't change, or won't matter when it does
Living
Build it as an artifact
  • You rebuild it by hand on a rhythm — weekly, monthly, every Monday
  • The shape stays the same and only the numbers move
  • You open it to decide something, not to read it
  • Being out of date is the thing that makes it useless
If you rebuild it by hand and the shape never changes — that's an artifact.

Three questions

Answer all three out loud, in your own words. Vague answers are the signal — that's the point of the exercise, not a failure of it.

1
What should this show me the moment I open it?
✓ "Every live campaign, biggest gap first."
✕ "Everything about our marketing."
2
Where does that data live?
✓ "The sheet called Q3 Campaign Master, tab Q3 Campaigns."
✕ "It's somewhere in Drive."
3
What decision does it help me make?
✓ "Which campaign I move budget to on Monday."
✕ "Good to keep an eye on it."
Verdict
Answer all three

Fill in the boxes above and this will tell you whether to build it.

And when to skip it entirely

If this is trueThen
You'd open it less than once a monthSkip it
The answer changes what you do this weekBuild it
You rebuild the same table by hand on a rhythmBuild it
You can't name the decision it drivesSkip it
The data is somewhere nothing can reach without a login you don't haveFix the access first
Back — before you share it

Five checks

Run these before you send a live artifact to anyone. Most of the confusion comes from the first two, and almost nobody expects either of them.

0 of 5 checked
Tick all five and this turns green.
And one thing to say out loud when you share it

"Live" means it re-asks — not that the answer is newer. The page fetches when you open it, so it's always freshly asked. But it can only show what's actually in the source: if the underlying data is three weeks old, so is your page. And the newest row in any dataset is usually incomplete — a part-month always looks like a collapse. Worth saying before someone panics at a chart.

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