Prompt Ideas for Finlay

You do not need a special prompt language to work with Finlay. Start with the business outcome, add the relevant scope, and say how you want the result presented.

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Explore your data

• “Show all active projects with a completion date in the next 90 days.”
• “Compare planned and actual investment amounts by company.”
• “Find records that do not have an assigned owner.”
• “Summarize the largest changes since last quarter.”

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Prepare reports

• “Prepare a quarterly report for the Vienna portfolio using the attached board documents.”
• “Create a status report for Project Atlas and highlight overdue actions.”
• “Draft a sustainability report from these files and list missing evidence separately.”
• “Prepare a legal-document report and organize the source material by company.”

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Start an import

• “Import these documents with Doclay and place the reviewed records in the Investments collection.”
• “Extract the invoices in this folder with Billay.”
• “Use these files for a KYC preparation run and flag missing information.”
• “Prepare payment data from these documents for review.”

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Draft a dashboard

• “Draft a management dashboard for portfolio health with investment value, project status, and upcoming milestones.”
• “Create a private dashboard for invoice processing volume and approval progress.”
• “Build a dashboard for quarterly reporting readiness and missing source files.”

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Refine the result

Useful follow-up requests include:

• “Limit this to the current financial year.”
• “Group the table by company.”
• “Explain which sources support that conclusion.”
• “Show missing information in a separate section.”
• “Keep the dashboard private and save it as a draft.”