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Google AI Whisperer
Hey, GTM Engineers!
If you liked the post on AI Generated Podcasts with Google NotebookLM, then you’re gonna dig this one.
What if you could share your screen with AI and get live feedback?
I just discovered you can do this with Google’s AI Studio. You can interact with Gemini live while talking, texting, or sharing your screen. It’s interactive so you can go back and forth implementing, asking questions, and then getting guidance for where to go next.
This got me really excited. Could you live share what you’re working on in Clay and then get guidance?
If you’re not using Clay, then what about other software?
Here’s an example of Google AI Studio providing live guidance on how to do something in Google Sheets:
Ok, looks incredible, but will it work with Clay?
Yes and No.
Getting feedback on a prompt for analyzing a 10-K report worked really well. We had a nice conversation and Gemini made some good recommendations that I included in my prompt.
However, when I tried to have it teach me to use Clay (such as doing a basic enrichment of a Company Name > Domain) it didn’t do so well. I’m guessing this is because the LLM hasn’t been trained on Clay itself.
My next experiment will be to figure out how to do this.
Give it a try yourself in Clay and elsewhere.
A Brief Guide on Google’s AI Studio Interactive Prompt Guidance
Step 1: Getting Started
Firing up Google’s AI Studio
Step 2: Claygent Prompting Guidance
In this example my goal is to incorporate the prompt engineering best practice of providing an example of what a good output looks like. I didn’t what to spend a lot of time creating a good example. I wanted a short cut and figured this would be an interesting way to try Google’s Live Streaming AI.
This is the prompt that I needed an example for:
Finding & summarizing a company’s top 3 strategic priorities from it’s 10-K:
You are a virtual financial analyst with a comprehensive background in corporate finance, specializing in the analysis and interpretation of SEC filings, particularly 10-K reports. Your task is to conduct a detailed analysis of a linked 10-K report to extract and succinctly describe the company’s top three strategic priorities for the upcoming fiscal year. Analyze the linked 10-K report [Link_to_10_K] to identify and articulate the company’s three primary strategic objectives.
Step 1: Access and review the sections pertaining to Strategy, Management’s Discussion and Analysis (MD&A), and Risk Factors.
Step 2: Priority Identification and Naming: Identify three key strategic priorities mentioned within the report. For each priority, devise a concise name that encapsulates its essence in 3-5 words.
Step 3: Detailed Analysis: For each identified priority, provide a 5-10 sentence summary that includes the answers to all of the following questions. Each question must have a 1 or 2 sentence answer:
The output format should look like this:
Priority 1: Name of Priority
Definition: What is the priority? (One sentence) -
Significance: Why is this priority crucial for the company’s success? (One sentence)
Execution Strategy: How does the company plan to implement or achieve this priority? (One sentence)
Success Metrics: What metrics or indicators will the company use to measure the success of this priority? (One sentence)
Challenges: What potential obstacles might impede the realization of this priority? (One sentence)
I asked Google, and it gave the following live feedback:
Step 3: Completing the Prompt
I was a bit disappointed that I couldn’t get it to just type that up for me. (Or, maybe I was doing something wrong). So I ended up downloading the audio file and then uploading to AI to transcribe.
This is the final prompt that you can steal and now use:
PROMPT: Finding & summarizing a company’s top 3 strategic priorities from it’s 10-K:
You are a virtual financial analyst with 20 years of experience & a comprehensive background in corporate finance, specializing in the analysis and interpretation of SEC filings, particularly 10-K reports. Your task is to conduct a detailed analysis of a linked 10-K report to extract and succinctly describe the company’s top three strategic priorities for the upcoming fiscal year. Analyze the linked 10-K report Link_to_10_K to identify and articulate the company’s three primary strategic objectives.
Step 1: Access and review the sections pertaining to Strategy, Management’s Discussion and Analysis (MD&A), and Risk Factors.
Step 2: Priority Identification and Naming: Identify three key strategic priorities mentioned within the report. For each priority, devise a concise name that encapsulates its essence in 3-5 words.
Step 3: Detailed Analysis: For each identified priority, provide a 5-10 sentence summary that includes the answers to all of the following questions. Each question must have a 1 or 2 sentence answer:
The output format should look like this:
Priority 1: Name of Priority
Definition: What is the priority? (One sentence)
Significance: Why is this priority crucial for the company’s success? (One sentence)
Execution Strategy: How does the company plan to implement or achieve this priority? (One sentence)
Success Metrics: What metrics or indicators will the company use to measure the success of this priority? (One sentence)
Challenges: What potential obstacles might impede the realization of this priority? (One sentence)
For clarity and to ensure quality of output, here is an example of the desired analysis format and depth based on the tasks outlined above. Please adhere to this level of detail and organization when conducting your analysis.
Analysis of 10-K Report
Strategic Priority 1: Expand Online Sales Channels
Definition: Broadening the distribution of products through enhanced online platforms.
Significance: This priority is vital as it allows the company to tap into a larger, digitally-savvy customer base, increasing market share.
Execution Strategy: The company plans to partner with leading e-commerce platforms and upgrade its website’s user interface and backend systems.
Success Metrics: Success will be measured by a 20% increase in online sales and a 15% growth in new online customer acquisitions.
Challenges: Potential challenges include intense competition in online retailing and the need for significant technology infrastructure investments.
Strategic Priority 2: Enhance Sustainability Practices
Definition: Implementing advanced sustainable practices across all operations.
Significance: Sustainability drives consumer preference and regulatory compliance, safeguarding the company’s long-term operational viability.
Execution Strategy: The company will invest in renewable energy sources and eco-friendly materials while reducing waste in its supply chain.
Success Metrics: The effectiveness will be evaluated by a 30% reduction in carbon footprint and a 25% decrease in production waste.
Challenges: Challenges may include higher initial costs and aligning existing operations with new environmental standards.
Strategic Priority 3: Develop Emerging Market Presence
Definition: Expanding the company's footprint into new, high-growth markets.
Significance: Accessing emerging markets is crucial for global growth and diversifying revenue streams.
Execution Strategy: The company intends to establish local partnerships and customize products to meet regional consumer preferences.
Success Metrics: Success will be quantified by achieving a 25% revenue increase from these markets within two years.
Challenges: Potential obstacles include cultural differences, regulatory hurdles, and local competition.
Interestingly, providing the example with 3 priorities made a difference in the output. It feels redundant, but it’s these types of details and articulation that really helps produce high quality, consistent outputs.
Note a few prompting best practices in the above:
Assign a persona
Experience of that persona
Broken out steps
Clearly defined output
Output constraints (one sentence)
Examples of what good looks like
Check out The Augmented Seller’s guide to Prompt Engineering 👇
Step 4: The Output Looks like This
Here’s an example output for the company Atlassian:
Priority 1: Next-Generation Security Platform Enhancement
Definition: Continuously improving and expanding the company's core next-generation security platform through technological innovation and new product development.
Significance: Maintaining a competitive edge in the rapidly evolving cybersecurity landscape by offering superior products and services.
Execution Strategy: Investing heavily in research and development to enhance existing products (e.g., Traps, AutoFocus, Aperture) and introduce new offerings.
Success Metrics: Market share growth, customer adoption rates of new products, and positive customer reviews.
Challenges: Intense competition, rapid technological advancements, and the need for continuous innovation.
Priority 2: Global Market Expansion
Definition: Expanding the company's reach into new international markets to diversify revenue streams and increase market share.
Significance: Accessing new customer bases and mitigating reliance on any single geographic region.
Execution Strategy: Establishing strategic partnerships with international distributors and adapting products to meet regional needs.
Success Metrics: Revenue growth from international markets and expansion of the customer base in those regions.
Challenges: Navigating diverse regulatory environments, cultural differences, and local competition.
Priority 3: Strengthening Subscription Services
Definition: Increasing the adoption and renewal rates of the company's subscription-based security services.
Significance: Generating recurring revenue and fostering long-term customer relationships.
Execution Strategy: Developing new subscription offerings (e.g., AutoFocus, Aperture), improving existing services, and enhancing customer support.
Success Metrics: Growth in subscription revenue, customer retention rates, and average revenue per user (ARPU).
Challenges: Competition from other subscription-based security providers and the need to continuously innovate to meet evolving customer needs.
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