In today’s letter you’ll learn how to build a storytelling financial deck with Claude.
The idea came from yesterday’s live session with Wouter Born and Paulo Tabarelli Batista.
Paulo Tabarelli Batista runs finance at RAR Holding in Dubai today, with the close and the board pack and the follow-ups that come with it. Over 15 years across multinationals, private equity-backed businesses, and family-owned groups. Transformations in FMCG, retail, e-commerce, telecom, and petrochemicals. Operations across five continents. Portfolios above $1B.
And Wouter Born is the author of the top finance newsletter AI CFO Office. He has spent the last 30 years at the intersection of finance, tech, and AI, helping CFOs move beyond spreadsheets to become AI-native key persons of influence. He’s also the founder of finstory.ai
You’ll get the full setup, the board pack (.skill), and all the prompts with files you can upload to Claude and build your own financial deck and impress your CEO.
Let’s dive in.
Building a storytelling financial deck with Claude
Step 1: Install the board pack skill
This skill is really advanced.
It has templates inside the skill with Python code files that know how to build the reporting model.
Download the skill below, then copy/paste the prompt to build a storytelling financial deck.