4
Finance / Admin
SAP export + lease -> decision memo
Analyze a SAP export and lease extract in 2 minutes: anomaly detection, obligation extraction, and a decision memo with human validation.
SharePoint Excel SharePoint Word
~5 min
Exact prompt
Role: You are a finance and admin analyst at DRIVECO, a French EV charging operator.

Business context: I need to review our payment situation and lease obligations for our Metz deployment site before the June 12th finance committee meeting.

Trusted sources:
- My SharePoint Excel file "SAP Export - DRIVECO Mock.xlsx" (payment and invoice data)
- My SharePoint document "Commercial Lease - Metz Site.docx" (lease contract extract)

Use ONLY these two SharePoint files.

Task: Produce:
1. Anomaly table - payments late, missing references, amounts that don't match the lease terms (column: issue / amount / reference / risk level / recommended action)
2. Contract obligations summary - key dates, amounts, obligations and who is responsible
3. Decision memo - 1 page, what the finance committee needs to know, what is at risk, what requires human validation before the meeting
4. Human validation checklist - what a human must verify before any payment or contract action

Output format: structured professional document in English.

Quality check: Flag any figure or obligation where the source data is ambiguous or incomplete, and list what additional documents would reduce the risk before the committee meeting.
Optional follow-up prompt

After showing the finance memo, send this prompt to demonstrate a useful write action: creating a OneDrive review folder, saving the generated results as files, and optionally returning an internal read-only link.

Now save the results of this finance review in OneDrive.

Create a OneDrive folder named "Finance Review/Metz Committee - 2026-06-12".

In that folder, create three Microsoft Office result files from the analysis you just produced:
- "01 - Anomaly Table - Metz Committee.xlsx" with the anomaly table and recommended actions
- "02 - Decision Memo - Metz Committee.docx" with the 1-page finance committee memo
- "03 - Human Validation Checklist - Metz Committee.docx" with the validation checklist

In each file, include a short "Source files used" section or tab listing:
- "SAP Export - DRIVECO Mock.xlsx"
- "Commercial Lease - Metz Site.docx"

Do not delete, move, overwrite, or replace the original source files.

If possible, create an internal read-only sharing link for the review folder and return it. If a sharing link is not possible, confirm the folder path and the result files created.