I had a straightforward but time-consuming task: update my Rockwell Automation financial model with Q2 2024 data from their 10-Q. Nothing fancy - just pulling fresh numbers and extending formulas in one tab. Normally, this takes about 30 minutes of careful work.
I decided to test whether AI could handle it. The result? Done in 5 minutes, with another 5 for QA.
The Setup
The Task: Update Q2 2024 data in my existing Excel financial model for Rockwell Automation. Specifically, I needed to:
Populate column W on the "Fin Summary" tab (~200 rows)
Pull exact figures from the Q2 10-Q
Apply existing formulas where appropriate
Maintain consistency with how prior periods were structured
Why AI: Even simple model updates require attention to detail - matching line items, deciding which cells need formulas vs. hard inputs, ensuring cash flow follows the right logic (quarterly vs. cumulative). It's not difficult work, but it's tedious and prone to copy-paste errors. If AI could handle this reliably, that's real time savings.
My Background: I'm an intermediate to advanced AI user for investment research, so I know how to prompt effectively. But I wanted to see if this could work with a reasonable prompt that other analysts could replicate.
