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Based on the most helpful WSO content, AI can be utilized in various workstreams to enhance efficiency and productivity. Here are some examples and creative prompts that can make life easier:

Workstreams Where AI Can Be Used:

  1. Automation of Repetitive Tasks:

    • AI can handle tasks like data entry, formatting presentations, or creating repetitive slides for decks.
    • Example: Automating the creation of financial models or templates.
  2. Research and Analysis:

    • AI tools can quickly gather and summarize market data, industry trends, or competitor analysis.
    • Example: Using AI to extract key insights from earnings reports or news articles.
  3. Content Creation:

    • Drafting emails, reports, or even client-facing documents.
    • Example: Generating initial drafts of pitch decks or investment memos.
  4. Productivity Enhancement:

    • AI can help schedule meetings, manage calendars, or prioritize tasks.
    • Example: Using AI to optimize your daily workflow or suggest the best time for meetings.
  5. Creative Problem Solving:

    • Brainstorming ideas for presentations or client pitches.
    • Example: Generating innovative solutions for deal structuring or client engagement.

Creative Prompts for AI:

  1. For Presentation Work:

    • "Create a visually appealing slide summarizing the key financial metrics of [Company Name] for Q1 2025."
    • "Generate a list of potential M&A targets in the Industry sector based on [specific criteria]."
  2. For Research:

    • "Summarize the latest trends in [specific industry] and their potential impact on [specific company or market]."
    • "Provide a SWOT analysis for [Company Name] based on recent news and financial performance."
  3. For Productivity:

    • "Organize my tasks for the day based on priority and estimated completion time."
    • "Suggest a 10-minute break activity to boost energy during a long workday."
  4. For Communication:

    • "Draft a professional email to a client explaining the delay in project delivery and proposing a new timeline."
    • "Write a concise summary of [specific topic] for a team update."
  5. For Personal Development:

    • "Recommend a 20-minute workout routine to energize me during a work-from-home day."
    • "Suggest ways to improve my time management skills while working on multiple projects."

By leveraging AI in these ways, you can streamline workflows, save time, and focus on higher-value tasks.

Sources: Life Hacks during WFH | How do you avoid burnout?, Thoughts on AI and the future of the job market?, Work at top AM -- AI will virtually kill of entry-level roles in AM over the next 5yrs, Will robots replace your consulting or financial career?, What job to take if you best want to ride the generative AI wave over the next couple of decades. Serious question.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

I use AI constantly for finance—everything from analyzing earnings calls and building financial models to researching industries, competitors, and market trends. The biggest challenge isn’t getting answers anymore; it’s keeping all the context organized across dozens of reports, filings, spreadsheets, and conversations.

That’s why I’ve been using Trustgraph. Instead of treating every prompt like a fresh start, it connects information into a context graph, so relationships between companies, metrics, assumptions, and previous analyses persist over time. It feels less like searching through notes and more like building a knowledge base that AI can actually reason over.

For finance work, that means I spend less time re-explaining context and more time analyzing the business. It’s become one of the more practical open-source AI tools I’ve used because it improves the quality of long-running research instead of just making individual prompts better.

 

I use it for everything in consulting. I don't particularly like my job (no room for growth, terrible culture) and I know I'm underpaid by a good amount (my company cut salaries a few years ago by a good 15-20%). 

So I make AI do all my work pretty much and pretend a ~20 minutes of playing around with AI / cleaning up formatting takes me 3-4 hours. Works out well. Got a solid year-end review.

 

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