핵심 요약
OpenAI 재무팀은 AI에게 단순히 "데이터를 요약해달라"고 묻지 않고, "다음 1달러를 어디에 투자해야 하는가"와 같은 의사결정형 질문을 던진다. 요약에만 그치면 행동 변화나 빠른 실행으로 이어지지 않으므로, 데이터 기반으로 즉시 행동할 수 있는 질문을 설계하는 것이 핵심이다.
주요 포인트
- **요약 프롬프트의 한계**: 단순히 데이터를 요약하게 하면 보고서만 훑어보고 실질적인 행동이나 결정으로 이어지지 않는다.
- **OpenAI의 실제 접근법**: OpenAI 재무팀의 워크플로우는 "데이터 내용 파악"이 아니라 "다음 1달러를 어디에 쓸 것인가"라는 실행 중심 질문에 맞춰져 있다.
- **의사결정 속도의 중요성**: 데이터 분석과 결정이 늦어지면 타이밍을 놓쳐 데이터와 결정 자체가 무용지물이 된다.
- **수확 체감 고려**: 채널별 투자 대비 수익률 변화(수확 체감)를 반영해 최적의 예산 집행 결정을 내리도록 AI를 활용한다.
- **다양한 직무로의 확장성**: 이 방식은 재무뿐만 아니라 마케팅, CS, 운영, HR 등 데이터를 기반으로 빠른 의사결정이 필요한 모든 팀에 적용 가능하다.
Every week people upload a file to chat GPT and type the same word, summarize. They get a tiny report, they nod, and then they change nothing. The summary was never the problem. The question was. OpenAI just published the real prompts their finance team runs every single week. And their team almost never asks what the data says. They ask where the next dollar should go. I'm Dylan. I run an AI consultancy. And I've typed summarize for years before this made me stop. So I'm going to show you the questions their whole workflow is built on and how to run it in files that you likely already have right now. So, let's get into it. But the key thing here is these 16 workflows are sure being applied to finance, but many of the things you can learn from these can be applied to really any other team that relies on data to make decisions. And that's almost every single team inside of a company. Customer support, marketing, operations, HR, etc. So from these 16 workflows, I want to show you the things that actually matter. And the first thing here is the primary use case that they wanted to flaunt through those 16 workflows. Their finance team was in marketing. They struggled to make decisions quickly. It wasn't in the issue that they didn't have data and they didn't have money to spend, but it was figuring out where that money was best suited to be spent. And if this were the week where they're spending the money to publish ads in regards to selling a product, by the time they came to an answer for making a decision, that week already passed. So the data and the decision was outdated. So they needed a faster way to make decisions. Because if you've done any type of marketing or spending on anything in regards to advertising your services or products, you know that there's a form of diminishing returns. So if the vertical axis here is return and the horizontal axis here is money spent over time, you can see the first dollar that's spent on this channel. So this could be Reddit, Instagram, YouTube, doing some sort of ads. You realize that the return here is much higher. So you put in $1 and maybe you get back three. But over time as you spend more and you scale, you realize that one specific channel, you put in $1 and you likely get $1 out. So the return on that is very low. And the first primary key we can learn from this example that they talked about in multiple workflows that they shared is that the question that they asked when utilizing AI in their workflows wasn't what does this data say? Cuz that's just a summary ask. Instead, they were saying, "Where should the next dollar go?" And that's the key here. Is they're not simply asking the AI to summarize the data, but instead to take the data itself and help them make decisions based on it quickly. And by asking this type of question to the AI, you fundamentally have the AI think and do different things. And it's not to say that summaries are a bad thing. Summaries are okay. I think it's a good place to start. But fundamentally, when you ask an AI to summarize something, it's simply shrinking down the data and distilling it into something that's digestible for you. But it's retroactive. It's on the previous month, the previous week. It's something that's already happened. But oftentimes, when we're asking an AI to summarize something for us, we're really trying to make a decision based on that summary. And that's often where comparison comes into play. When we're asking the AI, based on this data set, this is where we've been spending our time, either our time or money or whatever else, should we shift it over here or vice versa? Quick pause. If you're enjoying this, you're going to enjoy two other things. First off, below is a 30-day AI insight series, completely free. You'll get 30 insights in your inbox as to how you can apply AI to your business and your work. The second thing is if you'd like to work with me, below are a series of offerings to see if there's a good fit for the two of us. Now, let's get back into the video. And there are three key questions that the finance team kept on asking through these different workflows they were sharing. So, the first one is what everybody's already doing. So, we're simply asking the AI, "What happened?" So, this is a summary ask. But remember, this is retroactive, and this is just the base. This is where you should start. But quickly after that, you want to climb the ladder of value. So, asking more valuable questions, getting more valuable answers back from the AI. The next one here is asking, "Where am I getting less back?" So, this goes back to the diminishing returns point that I made previously. A common example people like to talk about is pizza. So, if I give you one slice of pizza and you're really hungry, you'll probably really enjoy that piece of pizza. But if I give you five or 10 slices, and after that 10th piece of pizza that you've eaten, it's likely not going to be as good as the first piece that you've e