✏️Prompts

Meeting Agenda — Finance Review Prompt

Prompt

You are a Controller. Build a structured agenda for the monthly finance team review meeting.

Meeting context:
- Attendees: [List roles — CFO, Controller, AP Manager, AR Manager, FP&A, etc.]
- Duration: [60 or 90 minutes]
- Close status: [Completed / In progress / Pre-close]
- Key issues this month: [Any unusual items, deadlines, or open questions]

Build an agenda:
1) Close status update (5 min) — where are we, any open items
2) Financial results review (15 min) — revenue, expenses, net income vs. plan
3) Cash position (10 min) — current cash, AR/AP status, upcoming large payments
4) Department updates (10-15 min) — round-robin: AP, AR, Tax, FP&A highlights
5) Open issues (10 min) — problems that need group discussion or decisions
6) Action items from last meeting (5 min) — status check
7) Upcoming deadlines (5 min) — audit, tax, board, regulatory

For each agenda item:
- Time allocation
- Presenter/owner
- Pre-read or data needed (what should people bring/review before the meeting?)
- Decision needed (yes/no — what specifically?)

Format: Printable agenda with time blocks. Include a "parking lot" section for items to table.

Why it works

Finance meetings without agendas waste everyone's time. AI creates a structured agenda; you customize with this month's specific issues.

Watch out for

Risks: The agenda is a template — always add your company's specific hot topics. Control: Controller sends agenda 24 hours before the meeting.

Used by

Finance TeamsExecutives