Build a forecasting assistant
Your manager at FinWise wants to expand your team's AI toolkit even further.
Your team frequently reviews quarterly forecast files to identify variances, assess trends, and explore "what-if" scenarios.
To save time, you'll build a Forecasting Assistant that analyzes structured financial data and helps model simple assumption-based scenarios. This assistant won't replace forecasting models - it will extend them, summarizing key patterns and exploring assumptions you define so that humans remain in full control of the reasoning.
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
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