◆ PowerPoint · slides

Financial Reporting

Show executives the monthly cash position for June so they can decide whether to delay discretionary spend this quarte…

2heights
4tasks
2roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Show executives the monthly cash position for June so they can decide whether to delay…+
Show executives the monthly cash position for June so they can decide whether to delay discretionary spend this quarter — include a single chart of opening balance, inflows, outflows, closing balance with data labels and a one-line caption, deliver by Thursday morning.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I send this to the executive team, make the cash-chart easy to act on — surface the net…+
Before I send this to the executive team, make the cash-chart easy to act on — surface the net cash change at top, label any one-off inflows/outflows, use a muted palette except for negative months in red, and add a recommended action line about discretionary spend.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

2 of them
Show executives the monthly cash position so they can decide whether to delay discretionary spend this quarter.
Prepare the budget-expenditure table the directors can scan in sixty seconds to approve next quarter's hires.

Who does this

2 roles
Finance ManagerPeople Operations Manager

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in PowerPoint — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.