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Finance Workflows

Excel AI

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AI Workflow Series #1: Monitoring Direct Lending Loan Issuance

Jan 9, 2026

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11 min read

AI Workflow Series #1: Monitoring Direct Lending Loan Issuance

I used NotebookLM and Claude Opus 4.5 as part of a useful AI-driven workflow. Here are my key takeaways and the prompts I used.

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