Prompting Skills playbook/Module 9 · Prompting by role

Day 85 / 100 · Prompting by role · Finance

Explain the numbers.

Finance teams spend hours turning figures into words. AI is good at the words. The figures stay yours.

Variance commentary

The Story Behind It

“Draft commentary on the top five variances. Mark any cause I must confirm as [CHECK].”

A first draft with the gaps flagged.

Formula help

Not Typed Answers

“Write the Excel formula for monthly churn by region.”

Formulas can be checked (Day 35).

Policy Q&A

Fewer Emails

“Explain our travel claims policy for staff, with examples.”

Answer the question once, well.

AI writes the story. You own the numbers.