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Try a task · Finance

Summarise a statement and list the amounts

8 min · A short summary of a statement with its dates and amounts listed, for you to check against the original.

Starter prompt

Change anything in [brackets], or the whole thing.

Summarise the attached statement in five lines. Then list every date and amount you can see as a table, and mark anything you are not sure you read correctly.

Steps

  1. Attach the statement: a document up to 3 MB, or a photo or scanned PDF of up to 20 pages. Remove account numbers first.
  2. Paste the starter prompt.
  3. Check every date and amount against the original, line by line. Treat anything it marked as unsure, and anything you cannot find, as unchecked.
  4. The numbers you act on are yours to confirm; use the table as a draft, not a record.

Uses: Files, Sources. AI can be wrong, so check the sources behind anything you will act on.

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Summarise a statement and list the amounts · Try a task · Klarwolf