| name | finance-first-pass-deliverables |
| description | Produce structured first-pass finance deliverables and iterate with human validation, keeping work close to spreadsheets, decks, and source files. |
Purpose
Help finance teams generate cleaner first drafts for common analyses and client-ready materials, while emphasizing human review for high-stakes decisions.
When to use
- You need a structured first draft for a finance task (memo, model notes, slide outline).
- You want the assistant to ask clarifying questions and assumptions before producing outputs.
- You want outputs that fit common finance deliverable conventions.
Instructions
- Clarify the deliverable
- What format: spreadsheet updates, slides, or a written summary?
- Who is the audience and what decision will it support?
- What constraints: time horizon, currency, accounting standard, valuation method?
- Collect inputs and state assumptions
- List required inputs.
- If inputs are missing, state assumptions explicitly.
- Do the analysis in steps
- Break work into small, verifiable steps.
- For complex tasks, keep intermediate tables and checks.
- Produce a polished first pass
- Use clear structure (headings, tables) and consistent formatting.
- Prefer specific, focused answers over a generic summary.
- Require validation
- Highlight any numbers, claims, and sources that must be verified.
- Recommend a human review before external sharing.
Examples
See:
Source
