AI prompt packs

AI Agent Workflows for Finance Professionals

Step-by-step AI agent workflow guides for five high-value finance use cases: financial modelling co-pilot, earnings call summariser, sector screener builder, credit memo drafter, and pitch book assembler. Each workflow maps the input → prompt chain → output with tool recommendations (ChatGPT, Claude, Perplexity, Sheets AI).

• 5 end-to-end AI workflow templates with annotated steps
• Prompt library: 40+ tested prompts across each workflow
• Tool stack recommendation (free and paid options)
• Sample outputs: real AI-generated outputs with critique
• Weekly workflow update newsletter (6-month access)

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Free with your Valuevade course.