Keep up with scheduled prompts

1. Keep up with scheduled prompts

Welcome back again! We've learned how to create consistent AI behavior using custom instructions. Now, let's learn how to schedule prompts.

2. The 4:00 PM ping

It's 4:00PM at the end of the month, and your compliance officer asks, "What new ESG reporting rules came out this quarter?" You could research this manually, but regulations update constantly.

3. The challenge

Tracking ESG and regulatory updates is time-consuming and fragmented. SEC releases, EU directives, and tax frameworks all move on different timelines. Missing one can affect disclosure planning or sustainability reporting. Instead, you can schedule AI to check for you - every week or month.

4. Introducing scheduled prompts

Scheduling turns a one-time request into a recurring check-in, helping finance teams stay on top of regulatory and ESG updates. Scheduling allows AI to gather new information on a set cadence. You get fresh summaries without rewriting prompts every time. For finance professionals, this improves compliance visibility and reduces last-minute research before reports or reviews. You might schedule weekly ESG updates, monthly tax summaries, or quarterly accounting checks. Recurrence helps you stay aware of regulatory changes and share timely updates with leadership.

5. Stay ahead

Most AI tools now include scheduling or reminder features - either built in or through automation platforms. Instead of remembering to ask the same question each week, you can let AI ask it for you. In Copilot and many other tools you can save a prompt and set it to run automatically. For example, every Monday at 9 a.m. it can refresh your "ESG updates" summary and email it to your team. You can apply the same idea to tax or accounting topics.

6. Example

Let's say you want a weekly digest of ESG regulation updates. You could schedule: "Summarize any new SEC or EU ESG reporting rules this week. Provide three bullet points with impact levels (Low, Medium, High). Include sources."

7. Example

When the scheduled prompt runs, you get a short summary with sources and impact tags. It's not legal advice - it's a radar view of what changed. Always click citations to verify details before using them in reports.

8. Good practices

Start small: schedule one reliable digest first. Verify sources before forwarding results. Keep prompts short, with clear topics and timeframes. Use neutral tone; avoid policy interpretation. Store results in a shared folder for transparency. Review schedules to ensure relevance. Document your cadence so others can reuse it. Lastly, you can combine scheduling with your custom instructions. For example: Use a professional finance tone, cite at least two sources, and keep summaries under 150 words. Each scheduled report now follows the same standards every time, keeping your updates reliable and audit-ready.

9. Let's practice!

To recap: scheduling prompts helps you keep tabs on evolving regulations and ESG rules automatically. Combine this with custom instructions for accuracy, and you'll always have timely, consistent insights ready for finance leadership. Try it for yourself!

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