Build budget modeling tools with a workplace agent
C&S Paper's (002511.SZ) finance chief has been feeling anxious lately. Task: C&S Paper deployed Tencent's WorkBuddy agent to shift operational data analysis from finance specialists to business staff. President Gao Bo and teams use the agent to build budget modeling tools, allowing immediate simulation of investment adjustments (e.g., adding 2 million yuan to a category) instead of waiting a week for Excel results. Finance staff train 'Skills' to crystallize analytical logic, while business users execute multi-step tasks in authorized local folders. Human roles involve assigning tasks, reviewing outputs, and refining Skills, with IT stepping in to rebuild or refine tools created by business staff.; tools: custom-built or unnamed agent. Human role: The original post does not say how a person stayed involved.; limitations: Prerequisites include a separate, isolated data environment with tiered permissions; WorkBuddy is not connected directly to core databases. IDC data indicates 62% of Chinese companies cite data permissions and security as primary obstacles. Human approval is mandatory for final decisions, as AI cannot be held liable. Proposed advice: Implement dual-task verification (one agent analyzes, another checks errors) and restrict access to sensitive formulas..
Tools
custom-built or unnamed agent
Published on Agent Work Atlas:
Overview
C&S Paper's (002511.SZ) finance chief has been feeling anxious lately.
Workflow
C&S Paper deployed Tencent's WorkBuddy agent to shift operational data analysis from finance specialists to business staff. President Gao Bo and teams use the agent to build budget modeling tools, allowing immediate simulation of investment adjustments (e.g., adding 2 million yuan to a category) instead of waiting a week for Excel results. Finance staff train 'Skills' to crystallize analytical logic, while business users execute multi-step tasks in authorized local folders. Human roles involve assigning tasks, reviewing outputs, and refining Skills, with IT stepping in to rebuild or refine tools created by business staff.
Reported result
The source reports qualitative shifts: budget scenario calculations moved from 5-6 per two months to real-time feedback, and nearly 1,300 accounts were adopted across departments by Oct 10. However, no specific financial ROI or error rates are provided. CDO Yang Senlin notes that AI-generated analyses may only reach '60 points' quality, requiring IT refinement. The text explicitly states that hallucinations are unavoidable and that final decision responsibility remains with human management, not the AI.
Human role
The original post does not say how a person stayed involved.
Limitations
Prerequisites include a separate, isolated data environment with tiered permissions; WorkBuddy is not connected directly to core databases. IDC data indicates 62% of Chinese companies cite data permissions and security as primary obstacles. Human approval is mandatory for final decisions, as AI cannot be held liable. Proposed advice: Implement dual-task verification (one agent analyzes, another checks errors) and restrict access to sensitive formulas.
Try it
Act as a business analyst using a workplace agent (e.g., WorkBuddy or similar) to build a budget modeling tool for [replaceable business context, e.g., a retail chain]. Inputs: 1. Source data: [replaceable CSV/Excel file path] containing historical sales, costs, and current budget assumptions. 2. Target users: [replaceable role, e.g., Regional Managers]. 3. Output location: [replaceable folder path] for the generated model and report. Steps: 1. Analyze the source data to identify key cost drivers and revenue streams. 2. Create a 'Skill' or prompt template that allows users to input a specific investment change (e.g., 'Add $50k to Marketing in Region A'). 3. Execute the model to simulate the impact on net profit and ROI. 4. Generate a summary report with the simulated results. Safeguards: - Do not connect to live production databases; use a sandboxed copy. - Before finalizing, run a 'dry run' with one sample scenario and present the output to me for confirmation. - If data is missing or ambiguous, ask clarifying questions immediately. - Ensure the final output includes a disclaimer that results are simulated and require human review before spending. Deliverables: A reusable prompt/Skill definition, a sample simulation report, and a list of data permissions required.
Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.