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CFO Reviewer

Pressure-test your business case against a CFO archetype before the real CFO does it for you, in the meeting.

Download cfo-reviewer.zip8 KB

What it produces

A structured review document, <artifact-name>-cfo-review.docx, saved to /Documents/Cowork/reviews/ in your OneDrive, containing:

What to say to it

  • “Run a CFO review on q3-platform-business-case.docx”
  • “What would a CFO say about this proposal before I take it to finance?”
  • “Pressure-test this deck from a finance lens, I present to the investment board next week”
  • “I'm pitching our CFO on Thursday. Find the holes in this business case first.”

How to install it

  1. 1Download cfo-reviewer.zip.
  2. 2In Cowork, open Customize.
  3. 3Select the Skills tab.
  4. 4Select the arrow next to Add, then Upload skill, and choose the file you downloaded.
  5. 5Start a new conversation and use one of the phrases above. Skills are only picked up when a conversation starts.

Cowork has to be switched on for you by an admin, and it is off by default. Custom skills are not supported on a phone or tablet, so use a laptop or desktop.

Cowork checks the file when you upload it and tells you if something is wrong, so you will know either way.

Last run in a live Cowork tenant on 2026-06-16.

Read the full skill, including its rules and references, in the source repository. Licensed CC BY-SA 4.0 as part of awesome-copilot-cowork-skills.