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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.

Este exercício faz parte do curso

AI for Finance

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Instruções do exercício

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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