Here are the prompts used in the presentation:
<aside> đź’ˇ here are some lines from a bank stmt. I need a csv of the transactions, with a date column, details column, amount (positive for paid in, negative for paid out) and balance:
paste statement lines here
</aside>
If you find yourself converting data into a format for a specific app often, create a reusable prompt to convert to the desired format. I use this most often with the accounting ledger, but have other side apps I need to import data into each month as well.
Recommendation: explaining that you need it in “CSV” format ensure the model returns the data in a consistent format. Without defining the output format, it will sometimes put the data into a table, and sometimes provide it simply as text.
Take care when copying & pasting into ChatGPT to ensure you aren’t providing any identifying information for the business. Merchant lines are generally the same for everyone, but avoid copying the header section of the bank statement, and look out for accounting numbers in the statement lines. Some older banks will list out full account numbers for transfers.
Create a conversation in ChatGPT for each common data conversion you do. Title the conversation “App A > App B”, and share them with your team to come back to the same conversion process with each monthly close.