Money
Forward the monthly MIS to the bot's inbox and get a three-scenario forecast
Turning the monthly Excel into a forecast means copy-paste and uploads.
What hurt
Raman (@ramyuva) tested the bot's new inbox by forwarding his company's monthly MIS from his office mail. Not affiliated with xAI.
What to install or create
Within minutes it read the Excel file, built a full-year forecast with three scenarios, reworked the numbers to his view of each division, and turned the result into an infographic.
Bots
Finance bot
Reads forwarded reports and builds forecasts.
Plugins
None on day one. Follow the first-run steps.
Routines
None on the first run. Watch one manual pass first.
The prompt
This is a tip, not a pasteable system prompt. The author did not publish one. Follow the first-run steps.
First run
- 1Read https://x.com/ramyuva/status/2108636764537819535 (credit @ramyuva).
- 2Check that forwarding internal reports to the bot is allowed.
- 3Forward the monthly report to the bot's inbox with your assumptions per division.
- 4Ask for a full-year forecast with three scenarios.
- 5Check its numbers against the source file before sharing.
Approval fence
Company financials leave your office mail; check your company's policy first, and keep forecasts internal.
What to tweak
Email is the upload: forward the file and say what you want.
Source
Raman @ramyuva · Original post
Not affiliated with xAI. We did not write this prompt. Third-party template terms still apply.
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