Senior Analyst

Upload a PDF or a photo of dense financial paperwork — a balance sheet, a lending file — and it lifts the figures off the page into a spreadsheet you can download. It then drafts an analyst-style write-up that points back to where each number came from, so you can check the reasoning before you sign anything.

shared by @tobias_pfuetze

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsworkflow

What it does

Upload a PDF or a photo of dense financial paperwork — a balance sheet, a lending file — and it lifts the figures off the page into a spreadsheet you can download. It then drafts an analyst-style write-up that points back to where each number came from, so you can check the reasoning before you sign anything. It runs when you ask it to, rather than on a timer.

Before you install

Open the share link and read the instructions it carries before you add it. @tobias_pfuetze shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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