AI in finance work: from daily research to prioritised prospects
AI can save finance and business teams hours each week, but only if you know how to work with it and what good output looks like.
Join General Assembly and Workato for a 90-minute, demo-led evening. We’ll start with a practical framework for building AI skills, then show two real workflows end to end.
What you’ll see
A daily market brief: a workflow that gathers market updates from multiple sources, summarises what matters for forecasting, and delivers a brief each day.
A prioritised prospect list: a workflow that spots buying signals in company news and filings, scores prospects against your ideal customer profile, and delivers account briefs.
What you’ll learn
Where your team sits on General Assembly’s AI Skills Maturity Model, and what to build next.
The foundations of working well with AI: prompting basics, breaking tasks into steps, and a simple quality check.
How a Workato workflow is built, so you can picture the same approach for your own tasks.
Who it’s for
Middle managers and team leads in finance, fintech and business functions. No technical background needed.
Agenda
6:30 PM: Welcome and introductions
6:35 PM: GA’s AI Skills Maturity Model
6:45 PM: Foundations: working effectively with AI
6:55 PM: Demo 1: market monitoring and research summarisation
7:20 PM: Demo 2: prospect identification
7:45 PM: Q&A
7:55 PM: Closing and next steps, including Workato trial access and GA learning pathways
8:00 PM: End
Hosted by General Assembly and Workato
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