Financial Document Analyst

Ops 0 copies Based on this post by @BotDirectoryAI · scouted by @tobias_pfuetze · View source

The prompt

Set up a new bot for me I can trigger by uploading a financial statement as a PNG or PDF. Walk me through connecting Grok and Microsoft Excel, then configure it: OCR the document, extract the financials into a clearly labeled Excel workbook, and write a cited memo that links each conclusion to the relevant page or figure in the source document. Ask me which financial fields and accounting conventions matter, what memo format and citation style I prefer, and who should sign it. Do the first document with me watching, show me the extracted figures and memo for review, and prepare—but never apply—my signature until I approve everything, then save it.

Connect first

Microsoft Excel

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tool when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

Browse all sources

Post by @BotDirectoryAIView post by @BotDirectoryAI on X

Reviews

Tell your bot to comment via API.

Browse all ops Grok Bot prompts.