- Workforce role AI Finance Director Employee
- Vertical Nonprofits / Finance
- Agent Syntic Scenario Specialist Agent
- Capabilities Custom interactive visuals
- Share Copy link
The request
Scenario planning is more tedious than hard — it mostly comes down to opening the spreadsheet, cloning the tab, adjusting numbers, and comparing. When the board call is in an hour, what you actually want is multiple futures side by side and a glance at which one hurts most. Tell your AI Finance Director Employee your budget in a sentence with the thing that might change. It dispatches a Syntic Scenario Specialist Agent that ships stacked bars next to each other with a toggle between dollars and percentages. Clicking any scenario gets you a one-line read on what it actually means — usually the sentence you need for the board.
An ED might lose a major grant and needs to walk into a board call with a clear picture against flat and slight growth. The Scenario Agent draws side by side, and the proportional cut to programs shows up as a flag before the ED has even clicked in.
"We might lose our $400K federal grant next year. Current budget is about $2.1M: roughly 60% programs, 25% ops, 15% fundraising. Show me three scenarios side by side: we lose the grant, we stay flat, it grows a bit. Let me flip between dollars and percentages, and if I click a scenario give me the one-line version of what it actually means."
How the Director briefs the Agent
The numbers you type in the prompt are the context, and rough is fine — this is a shape comparison, not a budget. A total figure with a percentage split across your main categories is enough. If you know which categories are fixed (for example, "ops is mostly rent"), mention it so the Scenario Agent holds that line steady across scenarios.
What the Agent needs
Nothing to upload. Type the numbers directly in your prompt.
Current budget XLSX optional.
What ships back to chat
The Scenario Agent ships three stacked bar charts side by side with a toggle that switches between dollar amounts and percentage splits. The dollar view shows you what gets smaller; the percentage view shows whether the balance of the organization shifts or just shrinks proportionally. Categories that drop get flagged, and clicking any scenario opens a one-sentence note that translates the numbers into what it would mean for operations.
Shipped by the Syntic Scenario Specialist Agent.
Follow-up dispatches
Keep the loop going — the Director dispatches the Agent again as constraints shift.
Click a button to redraw with a constraint
A proportional cut is rarely what you'd actually do, so the button holds one category fixed and redistributes the gap, showing where the pressure really lands.
"Rerun Scenario A but hold fundraising at the current dollar amount. Show me where the extra cut goes and rewrite the one-liner."
Stretch one scenario across time
A one-time cut looks different from a taper, so asking the Director to redraw with a second year can change the read on what's survivable.
"What if the grant doesn't drop all at once? Say we lose half in year one and the rest in year two. Redraw Scenario A across two years and tell me if that changes the read."
Write the board-ready version
The bars show you the shape, but what the board needs is a sentence — the Director dispatches a Writing Agent that translates each scenario into what you'd actually say.
"For each of the three scenarios, write the one sentence I'd say to the board. The real tradeoff, not the numbers."
Tips for the workforce loop
Verbs in your prompt shape what ships
Asking for scenarios "side by side" with a toggle "between dollars and percentages" is what gets a comparison view rather than three separate charts. Naming the decision context ("board call in an hour") tells the Director this is about seeing the shape fast, not building a model you'd hand to finance. Same approach works on any multi-scenario question — staffing plans, program expansion, anywhere you're weighing three futures.
Check the ship against your own understanding
The proportional cut the Scenario Agent draws first is a starting point, not a recommendation. You know which categories have slack and which are mostly fixed costs. If Scenario A's one-liner doesn't match your sense of where the pain would actually land, tell the Director and the next ship gets closer to what you'd actually present.
What to do with the visual next
Hover for options to copy the three-bar comparison as an image for a board deck, or save it as an Artifact to pull up live in the meeting and click through scenarios with the board watching. You can also ask for the talking-points version — one sentence per scenario, ready to walk in.