Polish while you prompt
You've built a structured, multi-step AI workflow at NorthPeak Asset Management - one that analyzes quarterly earnings releases, compares results to market data, and produces concise portfolio updates.
But even the best workflows need refinement. AI outputs can vary in depth, focus, and tone, and iteration is how you steer and refine them.
In this exercise, you'll practice iterative prompting by refining a company summary step by step. You'll start with a basic draft, then guide the AI to produce deeper, more relevant, and more polished insights.
This exercise is part of the course
AI for Finance
Exercise instructions
Hover over the name of your assistant on the sidebar.,Select the Edit option.,Edit your assistant's configuration and add a knowledge file
Hands-on interactive exercise
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