Priya's Tuesday, Two Ways
9 lessons · 25 prompts
A day in the life of an Auditor: what changes with these prompts.
Track progress as a memberPriya, an internal auditor at a regional health insurer.
Priya starts Tuesday with a claims audit. The client added a new billing code for telehealth visits, and the team needs to update the risk plan before the kickoff call. She opens ChatGPT and uses the planning and risk prompt to list possible risks, then edits the list with her own notes from last year's review.
Next she reads the client's latest earnings call and a news article about state reimbursement changes. She asks Claude for a plain summary of how the insurer makes money and where pressure may sit. The summary helps her write two questions for the process owner, and she saves the rest for the workpaper file.
After lunch, Priya tests a control over claim approvals. She has a stack of process notes and uses the control testing prompt in Gemini to turn the description into test steps. It suggests checking who can override a denied claim and how the override is logged. She marks those steps for the team.
By 4 p.m., she uses the reporting and follow-up prompt in ChatGPT to turn her rough notes into a findings draft and a short executive summary. She reviews the language, adds the evidence references, and sends it to her manager. The time she won back goes to a walk with her dog and an early dinner with her family.
Before
- Planning notes start from a blank page
- Client research eats the morning
- Workpapers pile up in rough notes
- Follow-up items wait until Friday
After this course
- Planning starts with a solid draft
- Client context is clear in minutes
- Workpapers read clean and consistent
- Findings go out the same day
What you'll learn
- Planning and risk: Use prompts to draft engagement planning notes, risk brainstorming lists, and materiality questions.
- Knowing the client: Get a fast summary of how the client makes money, what rules shape the sector, and where pressure may sit.
- Control testing: Turn control descriptions into concrete test steps and write up deficiencies in plain language.
- Statement review: Run analytical procedures, explain odd movements, and check that disclosures cover what is required.
- Compliance checks: Link rules to controls and find gaps between a written policy and the framework behind it.
- Data and sampling: Use formulas and queries to test whole populations, plan samples, and flag entries worth a closer look.
- Interviews and evidence: Prepare better questions, pull key points from conversations, and turn rough notes into clear workpaper summaries.
- Reporting and follow-up: Draft findings and executive summaries in the standard structure, then chase open items to closure.
How this course works
- 9 lessonsOne task of your job each, from audit planning and risk to reporting and follow-up.
- Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
- Tick and completeTick the prompts you tried and mark each lesson complete.
- Get certifiedFinish and keep the prompts as your own library.