Update a financial model and summarise the assumptions
The agent opens an existing spreadsheet model, adds projections with working formulas while keeping the formatting, and writes a summary of the assumptions it used.
Steps
- Upload a copy of the model, never the only version
- State the new figures and the projection period
- Check formulas and the assumption list before use
Starter prompt
Here is our 2026 model. Add monthly projections for 2027 using 4% monthly growth for subscriptions, keep the existing formatting, and add a sheet that lists every assumption you used.
Guardrail: Work on a copy; a person signs off the numbers.
Prompts are our own examples. Results from sources are as reported by their authors.