Step-by-Step Guides

PLAYBOOKS

Practical, task-based walkthroughs. Pick the task you want to accomplish, follow the steps, get the result. No theory — just how to do it.

Beginner2 min

SUMMARIZE A CLIENT EMAIL

Extract action points in 60 seconds

You've received a long client email and need to quickly understand what they want and what you need to do.

6 steps · 1 toolStart

Beginner5 min

CROSS-CHECK AN AI OUTPUT

Verify accuracy using multiple models

You've generated a research report or analysis using AI and need to verify its accuracy before sharing it.

6 steps · 1 toolStart

Beginner10 min

SET UP YOUR MASTER PROMPT

Configure AI to know who you are

You want to set up custom instructions so your AI tool understands your role, preferences, and output style without you repeating it every time.

6 steps · 1 toolStart

Beginner1 min

USE THE SNIPPING TOOL WITH AI

Show, don't tell: visual prompting

You want to show AI exactly what you're looking at instead of trying to describe it in words.

5 steps · 2 toolsStart

Intermediate10 min

MATCH CLIENT TO ANCHOR FUNDS

AI-assisted fund selection and comparison

A client wants to move money from another provider to Anchor. You need to find matching funds based on their risk mandate and exclusions.

6 steps · 1 toolStart

Beginner1 min to start

START A VOICE CONVERSATION WITH AI

Hands-free AI interaction for busy days

You want to interact with AI using your voice for brainstorming, meeting prep, dictating notes, or getting advice while commuting.

5 steps · 1 toolStart

Intermediate5 min

ANALYZE DATA WITH COPILOT IN EXCEL

AI-powered spreadsheet analysis

You have a dataset in Excel and want to use Copilot to analyze, categorize, or visualize it without writing formulas.

6 steps · 2 toolsStart

Advanced20 min

BUILD A CLIENT CASH FLOW FORECAST

AI-assisted projection with interest rate scenarios

A client needs a cash flow forecast that models their income, expenses, investment returns, and the impact of different interest rate environments over the next 5-10 years.

10 steps · 3 toolsStart