Hello Maia.

Welcome to Your First Dive into Productive AI for finance pro's

Today, we take the very first step toward making your daily work smarter, faster, and, yes, even more fun.

In this class, you’ll get a clear and simple introduction to what Artificial Intelligence really is (no tech jargon!), how it’s already transforming finance, and how you can start using it, don’t worry no programming skills required.

Get ready, because this isn’t just another class. It’s the beginning of a transformation.

Listen.

Grab a cup of coffee and listen to today’s session with Joe and Sacha.

In this first episode, they’ll walk you through what AI actually is (spoiler: it’s not robots taking over the world), how it’s showing up in the financial world, and why it’s not just for techies. You’ll hear real-life examples, bust some common myths, and learn how AI can save you time, reduce stress, and help you spot patterns in your data you never knew were there.

You can even listen while organizing your inbox or reviewing a spreadsheet—efficiency is part of the game! Just make sure to really tune in when something clicks. That “aha!” moment might change how you work.

So, let’s start!

Let's try it

Now that you’ve got the big picture, it’s time to try it yourself—and you’ll see just how easy (and powerful) it can be.

In this short video, we’ll show you how to interact with a free AI tool in real time. You’ll learn how to:

  • Ask smart questions

  • Get financial explanations in plain English

  • Generate a basic expense analysis

  • And even get help making better decisions

No downloads, no installations, no stress. If you can write an email, you can do this.

Take five minutes, follow along, and by the end, you’ll have already taken your first real step into the world of Financial AI.

00:00: Let's start by evaluate some frequent tasks, you do every day and explore. 00:03: How can I help you with these time-consuming tasks? 00:07: From initiating the chat interface to integrating AI tools into your workflow. 00:11: This guide will walk you through the essential actions to maximize your experience. 00:16: Let's start by asking, Chad GPT to generate our tracking Excel spreadsheet. 00:20: You can try a prominent like this one. 00:23: Hi, I'm in financial advisor at a small company. 00:26: Please create an Excel spreadsheet that will help me track my recurrent time 00:30: consuming tasks. I want one column for the main task one, 00:34: for the subtask one, with my estimated time, one with the actual time, one 00:39: with frequency, daily weekly, Etc. 00:41: And another one for nodes. Please create the Excel, file blank. 00:46: All fill it myself. 00:48: Just click here and enjoy the magic. 00:51: Download the generated file and complete it with your own frequent tasks. 00:56: Once you're done simply drag and drop the file to the chat now, Chad 01:00: GPT knows your tasks and you can ask it, help you with them. 01:05: Ask Chad GPT to provide you with some ideas on how can the AI help you reduce 01:09: time doing this tasks? Try. 01:11: This one here. You can find five tasks. 01:14: I want to make more efficiently using AI tools. 01:17: Please give me three examples of use cases and prominent. 01:20: I can use to integrate in my workflow. 01:23: You can now have some ideas on how it can help you. 01:26: This guide covers initiating, Chad GPT asking fought generate 01:30: and download files, upload files and interact with them, navigating the interface 01:34: and some basic probes ideas on how to use AI to imagine what I can do for you. 01:39: Try it by yourself and enjoy integrating AI tools for more efficient workflows 01:43: for your daily tasks. By the way, we did this tutorial using 01:47: AI

Let’s Put It into Practice

Goal: Identify 3 repetitive tasks in your daily workflow that could be optimized or automated using AI.

1.

Ask ChatGPT to create a task tracking table for you

Try a promt like:
Hi! I’m an financial advisor at a small company. Please create an excel spreadsheet that will help me track my recurrent time-consuming tasks. I want one column for the main task, one for the subtask, one with my estimated time, one with the actual time, one with frequency (daily, weekly.. etc.) and another one for notes. Please create the excel file blank, I’ll fill it myself

2.

Download the table and fill it out.

  • Choose 3 tasks you repeat regularly.

  • Estimate how much time you spend on each and how often you do them.

  • Then, perform the tasks as usual—but this time, use a timer to track the actual time they take.

3.

Ask ChatGPT how it could help you optimize each task.

Try a promt like:
“Here you can find 3 tasks I want to made more efficiently using AI tools. Please give me 3 examples of use cases and promt I can use to integrate in my workflow.”

4.

Save this document.

You’ll come back to it in future lessons—it’ll serve as your personal roadmap for integrating AI into your workflow.

No biggie, right?

Now you can try with these two:

Let’s be honest—there’s nothing like having your favorite prompts ready to go when your day gets busy.

Start building your own prompt cheatsheet: a quick-access list of AI commands that work for your tasks, your style, and your workflow. Think of it as your personalized AI assistant, just one scroll away.

💡 How to structure it effectively?

Simple. Organize your prompts by task type (like reports, email replies, expense analysis). Add a note next to each one: what it does, when to use it, and what you usually tweak. Done.

And hey—if you get stuck, confused or overwhelmed…

you already know who to ask for help. 😉

Goal: Experiment with ChatGPT to solve common financial queries and evaluate how helpful it really is in your day-to-day.

Instructions:

  • Go to chat.openai.com and access the free version of ChatGPT.

  • Think of 3 financial questions you often get asked—or that you ask yourself at work.

  • Type each one into ChatGPT and review the responses.

  • For each answer, evaluate:

    1. Accuracy

    2. Clarity

    3. Relevance to your context

    4. What’s missing / what could improve?

  • Reflect on this:
    How could this tool help you handle repetitive financial questions faster, better, or with less stress?

  • Examples you can try:

“Explain compound interest in simple terms for someone with no financial background.”

“What are the key indicators to assess a company’s liquidity?”

“How do I explain the difference between a mutual fund and an ETF to a client?”

Common Pitfalls

...And How to Dodge Them Like a Pro

Mistake #5: Blind Trust in the AI

“Well, the AI said it, so it must be true.”

The problem: AI can be wrong, biased, or incomplete.

The fix: Always double-check important info. Use your professional judgment—AI is a tool, not a replacement for thinking.

Mistake #2: Expecting Instant Results

“Why isn’t this saving me time yet?”

The problem: There’s a learning curve.

The fix: Give yourself space to explore and experiment. The real time savings come after you get comfortable with the tools.

Mistake #3: Automating the Wrong Tasks

“Let’s use AI to replace everything human.”

The problem: Not all tasks are good candidates.

The fix: Focus on rule-based, time-consuming tasks—not those that require deep judgment or empathy.

Mistake #4: Forgetting the Human Side

“This won’t affect anyone else…”

The problem: New tools can shift team dynamics.

The fix: Think about how your changes impact others, and communicate clearly. AI should make everyone’s work smoother.

Mistake #4: Forgetting the Human Side

“This won’t affect anyone else…”

The problem: New tools can shift team dynamics.

The fix: Think about how your changes impact others, and communicate clearly. AI should make everyone’s work smoother.

Let's think about it

Here are a few questions to reflect on. Talk them over with your colleagues—sharing ideas can spark new insights and real change.

What aspects of AI do you find most relevant to your daily work?

Which tasks currently take up the most time and could benefit from automation?

What hesitations or doubts do you have about implementing AI in your job?

What specific benefit would most motivate you to adopt AI tools?

Great job today!

You’ve just taken your first step into the world of AI in finance—no small feat! Today, you learned what AI really is (beyond the buzzwords), how it’s already transforming the financial sector, and—most importantly—how you can start using it right now.

Imagine this:

  • Asking an AI to explain a complex financial term like you’re five.

  • Creating a ready-to-use expense analysis template in seconds.

  • Getting ideas for automating those reports that eat up your Fridays.

And that’s just the beginning.

Keep experimenting, keep asking questions, and don’t be afraid to get curious.
See you in the next class—this journey’s just getting started.

See you soon.