1 Actionable AI Prompt

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Elon's xAI just dropped Grok Studio.

I’m impressed by how it combines:

Live runtime coding (Python, JS, etc.)
Google Drive hooks (open, save, version files seamlessly)
Front-end canvas (build dashboards, run code, and preview outputs side-by-side)

For finance folks, one of the best use cases IMO is quick data visualization.

You can create dynamic interactive charts in custom formatting by just dropping in a raw excel + prompt.

Let's go through an example of creating a dashboard for UPS's 1Q25 raw financial statements from their investor relations site, formatted in the Goldman Sachs color template.

If you’ve ever spent half a day adjusting chart colors and fonts, you’ll appreciate this.

Here's our gameplan:

Fetch raw excel from the IR site so the AI can use the proper data (aka RAG)
Insert the detailed prompt of exactly what we want the dashboard to be formatted like

The Prompt:

What we’re doing
Feed Grok Studio a single Excel workbook (in my case, UPS’s 1Q25 earnings file) and receive a polished, interactive dashboard in Goldman Sachs formatting.

Why it matters
Banker grade visuals without manually wrangling PowerPoint or Excel formatting.

Data
UPS Investor Relations

The Prompt (Grok Studio: https://grok.com/)

You are Grok, an expert data-viz assistant.

TASK

Visualize the Excel workbook I just uploaded

file name: “2025 Q1 Financial Info for Website (IR)_Final.xlsx”

and deliver a clean, single-screen dashboard (4–6 charts) in Goldman Sachs brand style.

BRAND PALETTE

Use only these HEX colors:

• Primary blue #7399C6 (PMS 652)

• Dark navy #00355F

• Light blue #ACD4F1

• Charcoal text #231F20

• White #FFFFFF

Accent (% gridlines or call-outs): #E5E5E5

No other colors.

RECOMMENDED VISUALS

Line or Stacked-area: Quarterly revenue trend by business segment.

Grouped bar: Q1-25 vs Q1-24 comparison for Revenue, Gross Profit, Op Income, Net Income.

Waterfall: Q1-25 cash-flow bridge (Net Income → Op CF → Inv CF → Fin CF → Ending Cash).

Donut or Pie: Q1-25 revenue mix by geography.

Big-number KPI cards: EPS, Operating Margin %, ROE % with ± YoY deltas.

(If a sheet or metric is missing, skip it and note “data not available”.)

FORMATTING & STYLE

• Background white, no chart borders.

• Remove default gridlines; if needed, use 20% gray (#E5E5E5) dashed horizontals only.

• Font: Goldman Sans (fallback Helvetica Neue).

Titles 18 px, axis 12 px, legend 11 px, KPI numbers 42 px.

• Rounded-corner cards (4 px), no drop shadows.

• Number format: accountant style ($ #,##0 M/B, one decimal) and % for margins.

• Label peaks/troughs with automatic data-point annotations.

• No tables in the final output—charts + short captions only.

OUTPUT

• Render one interactive HTML dashboard and export a 1920 × 1080 static PNG preview.

• After the visuals, append the underlying code (Python + Plotly or equivalent).

• Keep the narrative minimal—one-sentence caption per chart.

DELIVER

Generate everything in this single run without asking follow-up questions.

The Result

Check out the HTML site formatting Grok Studio did in one shot:

davidwang95.github.io/FinanceHTMLs/

And video of the build process .... only took 1 minute:

Other Finance Use Cases for Grok Studio

If you're interested, check out my article here for 2 other use cases I found helpful for Grok Studio:

Grok Studio for Finance: 3 AI workflows you can deploy today | Dave Wang

I go through examples and code for:

Earnings Call Analysis
Tariff Research + Dashboard Formatting

If you made it this far, forward this to a friend who might find this helpful

1 AI Prompt → Excel to Interactive Charts with AI