How to Create an AI Finance Business Partner Mentor, Copilot for Power Automate = Game-changer, Google Gemini Update

Dec 07, 2023

In today's edition:

  • Guides & How-Tos - How to create a Finance Business Partner Mentor GPT + FREE GPT & AI Bot Database

  • Expert Resources - Microsoft Copilot for Power Automate is a game-changer | CFOTech Creator Spotlight - Wouter Born

  • Tech tools & updates - Apps to take back your time, generate business plans and pick the right wine | Google Gemini UPDATE

PLUS - ‘Prompt of Week’ & ‘Best Bot’ recommendations


Guides & How-tos

How to create a Finance Business Partner Mentor GPT


How to Create a Finance Business Partner Mentor GPT - YouTube

It’s been a few weeks since OpenAI released GPTs (they’re super cool by the way)

I’ve been experimenting with them, and you can see the full video tutorial on how I created a Finance Business Partner Mentor here.

What are GPTs though?

They’re agents with a defined purpose that can help you with specific tasks and objectives.

So, the purpose of my ‘Finance Business Partner Mentor’ GPT is to coach Finance Pros to become better business partners by giving guidance on how to build influence and leverage soft skills.

Key points from tutorial:

  1. Building Process: The process involves using a builder interface in ChatGPT Pro, where we input specific requirements for the GPT. This includes defining the GPT's focus areas such a soft skills like critical thinking.

  2. Defining Personality and Communication Style: You can define the GPT's personality traits and communication style, choosing between options like formal and authoritative or friendly and encouraging.

  3. Providing Examples for Better Customization: To ensure the GPT behaves as envisioned, you can input example questions and prompts. Examples include guidance on speaking with operations teams, delivering effective presentations to non-finance professionals, and improving emotional intelligence.

  4. Testing and Refining the GPT: After setting up the initial parameters, you can test it with pre-suggested questions to evaluate its responses. You can refine the GPT's behavior and instructions based on these tests.

  5. Uploading Files for Enhanced Training: You can upload additional files, like ebooks, to further train the GPT. However, the effectiveness of this feature is a bit hit and miss right now.

Previously, the closest we could get to these was custom instructions (available in the free version), but they’re a pain as you need to update custom instructions manually for different types of task.

Free alternative to create your own AI bots

Poe is still available as a free alternative to GPTs and you can find my previous post with instructions on how to use it here.

Bookmark my GPT & AT Bot Database (11 so far)

As I continue to build and use AI bots, I’ve created a database with links to all of the GPTs AI bots that I’m using. This is a combination of those I’ve authored myself, as well as ones created by others.

Check out the free Notion Database here.

It includes:

  • URL for quick access

  • Bot name & description

  • Base prompt to train the model

  • Platform (ChatGPT, Poe, MindOS)

  • Language model (OpenAI GPT-4, Llama, Claude)

Feel free to bookmark, or duplicate into your own Notion.

Also - Hit reply and let me know about any AI bots you’ve found you think I’ll like!

Want to Master AI in Finance?

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  • Exclusive access to interactive workshops with experts

  • AI in finance processes and automation guides

  • Community chat to collaborate and network

  • Deep dive AI tool reviews for finance

  • Prompt engineering for finance

  • AI News for finance

Our team of experts include Nicolas Boucher (700k following, former finance at Thales) Christian Martinez (Kraft Heinz), Richard Nero (Excel Automation Guru) and me!

Plus - You’ll get Nicholas’ ChatGPT for Finance course FREE with your membership.

Start your journey to mastering AI in finance today - Click here [Affiliate]


Expert Resources

Copilot for Power Automate is a Game-Changer


So I think it’s fair to say that Microsoft are on a mission to rule the world! They appear to be building Copilots (powered by GPT-4) into everything!

Copilot for Power Automate is one that I’m getting really excited about. Similar to using ChatGPT to build workflows in Zapier, you can now build within your office environment.


- Automate notification triggers across apps
- Automate routine recurring task creation
- Automate data transfer between apps

The power of pure creation enabled by AI.

If you can think it, you can make it.

Also watch out for:

- Microsoft Dynamics Copilot
- Microsoft security Copilot
- Microsoft GitHub Copilot
- Microsoft 365 Copilot

You can check out my previous guide on automating with Zapier here.

4 Additional Resources from Me

  • 90% of finance pros fear job loss, but here’s the truth - Link 

  • Machine Learning, Artificial Intelligence & Machine Learning Landscape (2021 vs 2023) - Link

  • 5 immense insights from the ‘Get ready for Microsoft Copilot + AI’ event - Link

  • Finance - There are only 3 types of AI to concern yourself with right now - Link

Creator Spotlight

Wouter Born

GP at Born Capital | CFOTech Investor, Advisor & Entrepreneur. Follow me for posts about CFO transformation, FP&A, startups and entrepreneurship.


Wouter is a massive advocate of CFOTech, and his company, Born Capital provides investment to companies breaking new ground in this space. He’s one of the few that actually specialise in CFOTech investments specifically.

It’s his company that is behind Puzzle’s (the AI accouting platform) recent investment mentioned in my last newsletter.

He was on the podcast a while back, and here are some of the highlights from our conversation.

  1. AI and Finance Transformation: Wouter Born, a leader in finance transformation software, discusses the role of AI in transforming the CFO's office. He emphasizes the shift from pure automation to adding strategic value through technology.

  2. Adoption of AI Tools in Business: The conversation explores how businesses are integrating AI tools like ChatGPT for tasks such as language processing and predictions. Born highlights the importance of AI in areas like predictions, forecasting, and human-style communication.

  3. Strategic Investing in Solutions: The podcast discusses criteria for investing in data-driven tools, operational solutions, and FP&A solutions. Quick time-to-value and strategic value are considered crucial.

  4. Future of Financial Reporting and FP&A Systems: Born talks about the potential of AI and automation in financial operations, particularly in FP&A systems, which provide a forward-looking view of an organization.

  5. Human Skills in Decision Making: The discussion delves into the human side of financial operations, including the potential of scenario modeling with data and the role of CFO tech tools beyond the CFO's office.

  6. Tech Tools for Parents: The podcast briefly touches on tools like Google Family Link, which helps parents regulate their children's technology use.

  7. Innovative Companies and Tools: Born mentions several innovative companies and tools in the finance and accounting space, such as Glean AI (invoice recognition and cost-saving recommendations), OnPlan (FP&A solution within Google Sheets), and Bedrock AI (scans financial filings for red flags using large language models).

  8. Challenges in Benchmarking: The podcast addresses the challenges of benchmarking due to different businesses and accounting roles, and how the market is maturing to provide more transparency and optimization.

  9. Personal Productivity Tools: Born shares his preference for Android's personalized news feed and recommends Google Family Link for parents managing their children's device usage.

Check out the full discussion here on YouTube. And on this Podlink for audio (Episode 024)

More from Wouter

  • 8 ways CFOs can fix FP&A - Link

  • The traditional CFO stack is broken - Link

  • 5 things CFOs can learn from Charlie Munger - Link

  • A good CFO and a great (high-tech) CFO are not the same - Link


Tech Tools & Updates


Here’s some tools to get your teeth stuck into.

  1. Sixty - Take back your time - Link here

  2. Venturekit - AI generated business plan template - Link here

  3. GrapeGPT [Fun] - Personal sommelier in your pocket- Link here


Introducing Gemini: our largest and most capable AI model

Gemini is our most capable and general model, built to be multimodal and optimized for three different sizes: Ultra, Pro and Nano.


As some of you may know, I have an issue with Bard. OpenAI showed me the light, and I haven’t been able to go back since.

BUT - The new Gemini model shows promise…

It does seem to be a lot more capable, but as to whether it lives up to the ‘stats’ of outperforming ChatGPT remains to be seen. I’m excited for their ‘Ultra’ model due to be released next year. That’s where I think things could become really interesting.

Prompt of the week

This week’s prompt of the week goes to Lynne Titley (and it’s not just because she posted bout my Podcast)

Lynne Titley

Accountancy & finance systems & process change agent... shaking things up for the better in Finance teams since 1999


The Prompt

"You are a Finance Manager for a [Company that does XYZ]. Write a one page report for the Board outlining how the Autumn Statement could affect the financial performance and position of the business in the next year and beyond. Make it as specific to your business as possible. Use language that non-finance professionals will understand. Include recommendations for measures that could be taken to mitigate any negative impacts and capitalise on any opportunities offered by the Autumn Statement."

Lynne then followed up with a second parter:


Best Bot

Data Expert

Your trusted partner for data analysis, code generation, cybersucurity and Webb development.

Type /start to begin, and together, we'll explore the vast world of data analysis, coding, website creation from A to Z and more. From insights to automation, DataExpert has you covered!

Try it on this link.


[NOTE - I am not affiliated with any of the tools in this e-mail.]

So that’s it for this week.

Until Next Time


P.S - The best thing you can do to help me is share this with a fellow finance professional, so please link / forward where you can 🙏

P.P.S - Don’t forget to check out the AI in Finance Club. I am both an affiliate and expert member, and can’t wait for you to join us!

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