Build a context-aware finance assistant

You're a junior analyst at FinWise, a global investment firm. Every week, your team publishes updates on central bank decisions, market sentiment, and ESG developments for senior leadership.

Normally, you would prompt Copilot manually, upload new documents, and restate your tone and structure every time - a process that wastes time and risks introducing inconsistency.

This week, your manager asks you to create a dedicated Copilot assistant that can take over the daily research setup - one that remembers Finwise's preferred tone, uses the firm's internal guidelines, and summarizes market updates consistently.