My fellow Lads,
Currently ~90 degrees in Manhattan and I’m stuck in the office… could be worse I guess.
Anyway—feel like I’m not using AI as efficiently as I should. Curious how you guys actually integrate it into your workflow. For example, I’ve gotta send out a weekly market report on key events from the past week, and I’m wondering what else people use it for to stay efficient without sacrificing quality.
Not to divert, but I’m cranking away while listening to Axwell’s Tomorrowland 2025 set -
. Not the all-time greatest set, but definitely Top 5 of all time. Mans a genius.Cheerio,
Batman & Robin
To maximize AI in your workflow, here are some practical ways people are integrating it into their day-to-day tasks, especially in finance and related fields:
Automating Reports and Summaries:
For your weekly market report, tools like ChatGPT or GPT-4 can help summarize key events, trends, and data points. You can feed it raw data or articles, and it can generate concise, professional summaries. This saves time while maintaining quality.
Data Analysis and Visualization:
AI tools can process large datasets, identify trends, and even create visualizations. For example, you can use AI to analyze market data and generate insights or charts for presentations.
Slide Deck Creation:
Apps like Gamma (mentioned in WSO threads) can create slide decks based on natural language prompts. Describe what you need, and it builds the slides for you, cutting down hours of manual work.
Email Drafting and Communication:
AI can draft emails, client updates, or internal memos. You provide the key points, and it structures a polished message.
Research Assistance:
Use AI to quickly gather information on companies, industries, or market trends. It can also help with competitor analysis or summarizing earnings calls.
Task Automation:
Automate repetitive tasks like scheduling, data entry, or even compliance checks. AI tools can handle these efficiently, freeing up your time for higher-value work.
Learning and Skill Development:
AI can act as a tutor for learning new skills, whether it’s coding, financial modeling, or even brushing up on industry knowledge.
Content Personalization:
If you’re in a client-facing role, AI can help tailor presentations or reports to specific client needs, making your work more impactful.
Idea Generation:
Stuck on a project? AI can brainstorm ideas, suggest strategies, or even provide alternative approaches to a problem.
Staying Updated:
Use AI to curate news and updates relevant to your field. It can filter out noise and deliver only the most critical information.
And hey, while you’re cranking away to Axwell’s set, maybe let AI handle some of the grunt work so you can focus on the big-picture stuff. Cheerio!
Sources: Work at top AM -- AI will virtually kill of entry-level roles in AM over the next 5yrs, Maximum Fun Optimization | The Daily Peel | 3/30/23, Thoughts on AI and the future of the job market?, https://www.wallstreetoasis.com/forum/investing/solving-a-crazy-problem-the-daily-peel-52223?customgpt=1, How can we do better?
It can be very good for the weekly market report. I have a similar job at my current internship (but its daily and needs to be out in mornings - more markets role). I have a prompt setup with an AI and it gives me all M&A activity that occurred overnight and in the early morning, had good feedback so far as it sometimes gets stuff even my boss misses.
del
AI slop post about AI written by AI.
I don't. I thank my lucky stars that I can skate by career-wise long enough to retire before it comes for all of us.
the issue with this is you have to fact-check what it says anyway bc it can hallucinate the most inane things
In consulting, I use it for quick secondary research and cleaning up sentences.
Relying on it less and less. Hallucinated on me a few times, had an embarassing internal call where it was obvious I just copied / pasted from the AI output without validating the information (the numbers that AI put out weren't from any source, it just made an assumption in a situation where it shouldn't have and I stupidly didn't check it).
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