Yesterday I was giving my GenAI crash course in the AI Finance Club.

The last section of the live course is on creating AI assistants to automate recurring tasks like extracting insights from meetings automatically.

90% of the finance pros I train still do not do this.

It blows me away that they don’t even know a simple function in ChatGPT, Copilot, Gemini or Claude does it (and chances are that you don’t know it either).

If you use Teams, Zoom or Google Meet, it's likely you'll have a transcript.

And the amount you can do with a transcript is crazy.

So, to make this super easy for you, I'm giving away a complete guide that will help you turn messy meeting transcripts into board-ready, CFO-grade deliverables in minutes thanks to this unknown function in your AI tool.

Totally free.

Normally this is gated content, but as a loyal subscriber I really want you to start ramping up and using AI in a way that helps you create amazing results right now.

Download for FREE here 👉 Financial Review Extractor Agent Handbook.pdf (it will open straight away, no e-mail required)

This is just one example of how concrete and actionable our resources are, so if you want more like this, join me next Tuesday for our AI CFO Masterclass here.

You will see:

1. How to built a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee.
2. The “dynamic slide deck” trick that lets you change assumptions mid-meeting, and watch your graphs update in real-time (your team will think you’re a wizard.)
3. Why 90% of Copilot users think it’s “bad” - Plus, the hidden setting that transforms rubbish outputs into presentation-ready dashboards.
4. How I combined 80 messy CSV files into one clean upload in 20 seconds (without knowing a single line of code).
5. Excel’s best-kept secret: The special mode that builds 3-statement models from scratch - and fixes its own formula errors while you watch.

Spaces are limited, so make sure you reserve your place now.

P.S. - Did you read the handbook? Reply and let me know (I read all replies)