Create a memo with evidence and caveats separated

Use AI to draft the narrative while explicitly separating source-backed facts, assumptions, and analyst interpretation.

Tool

Claude.ai

Open tool

Best for

Communication

Free

Setup

30 min

One-time setup estimate

Workflow

1Collect the source material for "Draft investment or business-case memos" before opening the tool.
2Run the starter prompt in Claude.ai and paste in the real context.
3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
4Save the improved prompt or checklist so the next run takes less time.

Inputs you need

- Financial Analyst
- Draft investment or business-case memos
- Examples, notes, files, or customer context for this task
- Your preferred tone, constraints, and final format

Expected output

- Create a memo with evidence and caveats separated
- A usable draft or workflow for draft investment or business-case memos
- A repeatable prompt you can improve after each run

Ready-to-copy asset

Starter prompt

Draft a business-case memo from this evidence.
Evidence: [PASTE]
Assumptions: [PASTE]
Return: executive summary, source-backed facts, assumptions, sensitivities, risks, caveats, and open questions for reviewer approval.

Caveats

- Do a human review before sending, publishing, filing, or making a decision.
- Verify numbers, names, claims, citations, and compliance-sensitive details.
- AI drafts. You decide. Final responsibility is yours.

Measurable value

2.7 hrs saved per run

Before: 3.5 hrs. After: 50 min.

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