|
Bonjour ;) Let me ask you this. How many times this week did you ask ChatGPT something, get back a response, and then straight away think: "This is way too generic. This is not relevant to me or my company at all.”? Or how about this? You spend 10 minutes writing the perfect prompt explaining your role, your company's business model, your current project context. And ChatGPT gives you something that sounds like it was written for any finance person at any company. So you try again. You add more context, and you explain who your stakeholders are. You describe your reporting structure, and you clarify what "revenue recognition" means in YOUR business specifically. And 20 minutes later, you've finally got something that works. But here's the problem. Tomorrow, when you need AI to help with something else, You are starting over from scratch once more. Over time, all those 20 minutes start to add up to something I call ‘Context Tax’ where you spend more time giving context than you do using AI to improve your work! Every single conversation begins at zero. With no memory of your company, and no understanding of your voice. With no context about what you're actually trying to achieve. But what if you just used that 20 minutes to give context once? And then never had to do this again. This is exactly what I’m going to show you today - where you will build a ‘Digital Twin’.
|
So let’s say that you need ChatGPT to help you draft variance commentary for your monthly board pack.
This is simple, no?
Except first, you need to explain:
This is a 300-word prompt. Just to get started.
And even after this, the output comes back sounding like it was written by a generic corporate AI that's never met your team.
Quick maths:
Each time, you are spending:
That's 20 minutes per task. Times 5 tasks. That's 100 minutes per week.
But here's what makes this really painful.
The more specific your work is, the higher your Context Tax becomes (you have to explain more).
Plus, Context Tax doesn't just cost you time. It costs you consistency.
Because every time you re-explain your context, you explain it slightly differently. You remember different details, and you emphasize different aspects.
So the AI gives you inconsistent outputs.
You're not just paying in time. You're paying in quality.
And, this is really bad because it makes AI feel less useful than it actually is. You are spending so much time on setup and clean up that the actual value gets lost.
So here's what changed for me.
I stopped trying to give context every time. And I built an AI version of myself instead..
A Digital Twin that knows my company, speaks in my voice, and has my context built into it for all tasks.
And when I need to draft something now? It already knows what it needs.
What is a Digital Twin?
An AI Digital Twin is a personalized version of an AI model (like ChatGPT, Gemini, or Copilot) that has been trained on your specific data, expertise, and communication style.
Note - This is different from the 'Memory' functions in your AI tools. As it is YOU who is specifying the context, not the AI guessing what to remember. I have memory turned off in all of my tools, as this gives me more control, and allows me to be more specific over my AI responses.
On top, you can make several digital twins (one pro and one private, for example).
When you ask a Digital Twin to draft variance commentary, it already knows:
So instead of spending 20 minutes on a task, you spend 2 minutes. The rest of that time is using AI for what it’s meant to be. An intelligent assistant.
And here is what’s great.
All you need is:
That's it. Just you, an AI tool you already have access to, and 20 minutes.
I'm going to walk you through the exact process I used. The same one I've taught to hundreds of finance pros in the AI Finance Club.
Some of them are using their Digital Twin to draft variance commentary. Others use it to onboard new team members. One CFO uses it to answer investor questions during fundraising.
But they all have one thing in common: they're no longer paying The Context Tax.
This method uses your existing professional assets to build a knowledge base, plus a set of instructions for a custom AI Digital Twin.
Step 1: Gather Your Professional Data
First, you need to collect the raw materials that define your professional identity.
Step 2: Define Your Voice
To make sure the AI sounds like you, you must teach it your style.
Step 3: Consolidate and Upload
Create a new chat and upload all the documents you've gathered:
Step 4: Refine the AI's Knowledge
Now that the AI has your data, you need to fill in the gaps.
Use a prompt like:
Answer these questions in the chat to provide the AI with additional, unwritten context about your goals, priorities, and expertise.
Step 5: Generate the "Master Prompt"
This is the most crucial step. You will ask the AI to create the very instructions you will use to build your digital twin.
Use this prompt:
Prompt (copy/paste)
Step 6: Build Your Custom GPT (or Gem/Agent)
You are now ready to build your tool.
![]() |
![]() |
![]() |
2. Configure:
Join 270,000+ Professionals and receive the best insights about Finance & AI. More than 1 million people follow me on social media. Join us today and get 5 goodies from me!
Sponsored by SAP Staying up to date with SAP was always a big advantage for me in my career. And learning how finance teams are using AI and data to lead decision making will put you ahead. To make sure you don’t miss out on expert insights you can use in your work and to advance your career. Join SAP’s finance webinar series now by clicking the button below: Reserve Your FREE Space Here Hello hello, People ask me all the time this: “Nicolas, how do we keep our data safe using AI?” And, you...
Sponsored by Agicap Want to learn how to become an AI CFO? Join our FREE masterclass where I'll show you how to go from a traditional CFO to an AI CFO with super practical use cases you can start using straight away. Don't miss this 60 minute free masterclass with me. Spaces are limited so click the link below now to reserve your place. Reserve Your FREE Masterclass Seat Here Hello hello! So, you’ve finally got your models built, and your numbers are accurate. But now you are dreading the 3...
Sponsored by SAP Staying up to date with SAP was always a big advantage for me in my career. And learning how finance teams are using AI and data to lead decision making will put you ahead. To make sure you don’t miss out on expert insights you can use in your work and to advance your career. Join SAP’s finance webinar series now by clicking the button below: Reserve your FREE spot here Hello hello! Tell me, do you spend a lot of time reviewing the work of your team, because you’re worried AI...