Research packet to memo to presentation outline

Use one source-backed packet to produce both the memo and the presentation outline, keeping facts and assumptions aligned.

Tool

SEC/FRED research -> Claude.ai -> deck outline

Open tool

Best for

Communication

Free

Setup

1.5 hrs

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 SEC/FRED research -> Claude.ai -> deck outline 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

- Research packet to memo to presentation outline
- 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

Create a finance-review packet from this research.
Research: [PASTE]
Model outputs: [PASTE]
Return: memo draft, assumptions table, risk section, reviewer questions, and presentation outline. Mark all recommendations as draft.

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

3.8 hrs saved per run

Before: 5 hrs. After: 1.3 hrs.

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