Business document analysis
As an investor-relations analyst at Polaris Investments, you must brief executives on the latest Q3 report before tomorrow’s board call. Feed the document to Claude and request an executive-ready summary: it will generate your briefing in minutes!
The anthropic library, client and quarterly_report are preloaded.
This exercise is part of the course
Introduction to Claude Models
Exercise instructions
- Create document analysis prompt and ask for 3 key performance highlights
- Set
max_tokensbetween 200 - 300 for a comprehensive analysis. - Pass the analysis prompt in the content.
Hands-on interactive exercise
Have a go at this exercise by completing this sample code.
# Create document analysis prompt and ask for 3 key performance highlights
analysis_prompt = f"""
Analyze this quarterly report and provide:
1. ___
2. Two biggest concerns that need immediate attention
3. Actionable recommendations for next quarter
Document: {quarterly_report}
"""
# Set max_tokens between 200 - 300 for a comprehensive analysis and pass the analysis prompt in the content.
response = client.messages.create(model="claude-3-7-sonnet-latest", max_tokens=____, messages=[{"role": "user", "content": ____}])
print("Executive Summary:")
print(response.content[0].text)