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17 resources in Prompting

GuideBeginner

Prompting fundamentals that survive model updates

The parts of prompting that keep working when the model changes, context, constraints, format, and examples, and the tricks that do not.

Prompting2 min read

GuideIntermediate

Investment appraisal memo for capital approval

Draft a capital approval memo from model outputs and stakeholder notes. For FP&A analysts supporting investment decisions.

Prompting6 min read

GuideIntermediate

Month-end variance commentary for management accounts

Prepare reviewed variance commentary from management accounts, budget and operational notes for finance managers and management accountants.

Prompting6 min read

PromptBeginner

Prompts for learning something new

Prompts for using an assistant as a tutor rather than an answer machine, including the ones that make it stop giving you the answer.

Prompting2 min read

PromptBeginner

Research and summarising prompts

Copy-ready prompts for turning long material into something you can act on, with the structure that makes the result checkable.

Prompting2 min read

PromptBeginner

Writing and editing prompts

Prompts for editing your own writing, drafting in a specific voice, and getting criticism that is actually useful.

Prompting2 min read

PromptIntermediate

Audit evidence tracker for close sign-off

Create a close evidence tracker from timetables, reconciliations and audit requests for controllers and audit teams.

Prompting5 min read

PromptIntermediate

Budget reforecast bridge for executive decisions

Build a reconciled reforecast bridge and decision list for FP&A teams preparing executive review materials.

Prompting5 min read

PromptIntermediate

Code review and debugging prompts

Prompts for getting a real review instead of praise, narrowing a bug you cannot reproduce, and understanding code you did not write.

Prompting2 min read

PromptIntermediate

Earnings call questions for management follow-up

Build ranked earnings follow-up questions with evidence, owners and decisions for equity research and finance teams.

Prompting5 min read

PromptAdvanced

Board pack challenge log for committee review

Create a board pack challenge log for finance directors and company secretariat teams before committee review.

Prompting5 min read

PromptAdvanced

Liquidity forecast review for treasury decisions

Create a checked treasury briefing from cash forecasts, debt schedules and payment calendars. For teams managing near-term funding decisions.

Prompting5 min read

PromptAdvanced

Valuation committee memo for investment approval

Draft a valuation committee memo from models, comparables and assumptions for internal corporate finance and investment teams.

Prompting5 min read

WorkflowIntermediate

Earnings summary for investor communications

Produce a sourced earnings briefing from results, guidance and analyst questions for investor relations and senior management.

Prompting6 min read

WorkflowIntermediate

Model documentation for review handover

Produce a review-ready model documentation pack from a workbook, source data and change notes for finance teams.

Prompting6 min read

WorkflowAdvanced

Board pack narrative for director review

Draft a board-ready performance narrative from management accounts and operating metrics, for finance directors and FP&A leads.

Prompting7 min read

WorkflowAdvanced

Covenant compliance memo for lender submission

Prepare a lender-ready covenant compliance memo from loan terms and reporting evidence. For treasury managers, controllers and finance leads.

Prompting6 min read

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