Keep up with scheduled prompts

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

The 4:00 PM ping

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AI for Finance

The challenge

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  • Tracking ESG and regulatory updates is time-consuming and fragmented
  • Missing one can affect disclosure planning or sustainability reporting

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Introducing scheduled prompts

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Why scheduling matters:

  • Turns one-time prompts into recurring updates

  • Keeps finance teams current on ESG and regulatory changes

  • Automates refreshes so summaries stay up to date

  • Improves compliance visibility and reduces last-minute research

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How to apply scheduling:

  • Schedule weekly ESG or policy updates

  • Run monthly tax or disclosure summaries

  • Check quarterly accounting or audit changes

  • Build a reliable cadence for timely leadership insights

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Stay ahead

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Scheduling across AI tools

  • Most AI tools support scheduling or reminders, built in or via automation apps

  • Instead of remembering weekly prompts, let AI run them for you

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Example

 

  1. Prepare prompt
    Summarize any new SEC or EU ESG reporting rules this week. 
Provide three bullet points with impact levels (Low, Medium, High).
Include sources.
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  2. Set schedule

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Good practices

  • Start small
  • Verify sources
  • Use effective prompting techniques
    • Concise, clear, and time-bound
    • Use a neutral tones; avoid policy interpretation
  • Store reports in a shared folder for transparency
  • Review schedules regularly to keep them relevant
  • Combine with custom instructions

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Let's practice!

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