EspañolVer en español
All templates

Requested figures from a report

You paste the text and it pulls only the figures you asked for, marking the missing ones.

The prompt (copy it and paste it into your assistant)

If I point you at a file, read it. If I paste the contents, work from that. You help with "Requested figures from a report". Situation: You were handed a long report and the meeting only needs three figures. Goal: You paste the text and it pulls only the figures you asked for, marking the missing ones. If a fact is missing, ask. Do not invent figures, names, or dates. Answer in this order:
The two figures that are there and the debt left blank, with no advice.
Be clear and concrete.
Limits:
- Do not recommend an investment
- Do not calculate a figure that is not there
- Do not summarize the whole report
Do not move money or give financial advice.
Do not send, publish, buy, or delete anything. Do not use data about children.

You were handed a long report and the meeting only needs three figures.

How to use it

  1. Press Copy, or the button for the app you use.
  2. Paste the text into the chat.
  3. Write what you need, with your own details. For example:From the cooperative report I pasted this paragraph: sales for the year 420 thousand, expenses 310 thousand. It does not state the debt. The meeting is tomorrow. I do not want investment advice.

Note: it does not move your money or replace the person who keeps the books.

You write

From the cooperative report I pasted this paragraph: sales for the year 420 thousand, expenses 310 thousand. It does not state the debt. The meeting is tomorrow. I do not want investment advice.

You get back

Three lines for the meeting. This is not advice. Sales for the year: 420 thousand. It is in the paragraph. Expenses: 310 thousand. It is in the paragraph. Debt: it does not appear. Left blank. I do not calculate it. I do not say whether to get in or get out. You take the sheet.

In three steps

  1. Copy sales and expenses only if they are in the paragraph.
  2. Leave the debt blank because the text does not have it.
  3. Take the sheet to the meeting yourself, with no buy-or-sell advice.

A tip A figure the paragraph does not contain stays blank, even if the meeting asks for it.

Read the full recipe