Chapter 3
Six Week-One Workflows
Last updated April 27, 2026
These are the use cases that consistently land first. None of them are hypothetical — they're drawn from live deployments at hedge funds and family offices.
Pick the two most relevant to your seat and start there. Each page below has a copy-paste prompt, what good output looks like, and how to turn it into a Skill once it's working.
Earnings prep
Pull prior transcripts, compare management language, flag what changed. One-page brief in minutes.
10-K / 10-Q diff
Material changes in risk factors, MD&A, and footnotes between two filings — quoted, summarized, flagged.
Update a model from a transcript
Open the workbook, point Cowork at the transcript, watch the revenue build update with an audit trail.
LP question response
Draft an LP-question response in your house style, citing your own prior letters and DDQs.
Month-end close pack
Pull recurring reports, combine, reconcile, flag variance — built once as a Skill, scheduled monthly.
Marketing review pre-screen
First-pass review of tearsheets and decks against the SEC Marketing Rule. Triage, not decision.