Asking the smart agent clarifying questions before it "goes ahead", doesn't work

Fibery AI
1

The default is for it to reply with clarifying questions, then within one message do it’s thing. But I found it a lot more valuable to talk a little to explain, ask it questions on its understanding of task, and only then for it to go ahead and do it. Fibery AI seems to indeed want clarification after the first message, but then that’s it, then it just goes for it based on whatever I answer after.

Me:
Please look through the transactions and make a legally viable financial report for this Non-profit for the year 2023 and 2024. It should be the treasury report. Explaining everything. Research Dutch requirements before doing it.

Fibery AI
Thoughtfor 36s

Clarification

Based on my research of Dutch requirements for Stichting financial reporting, I understand that:

  1. Legal Requirements: For Dutch Stichtingen, there’s no mandatory requirement to file financial statements unless annual turnover exceeds €6 million for two consecutive years. However, proper record-keeping is required.
  2. Best Practice: Even without legal mandate, preparing annual financial reports demonstrates good governance and transparency to stakeholders.

My plan is to:

  1. Extract all transactions from 2023 and 2024
  2. Analyze the account structure and categories
  3. Create a comprehensive treasury report including:
  • Balance Sheet (Assets, Liabilities, Equity)
  • Income and Expenditure Statement
  • Cash Flow overview
  • Notes and explanations
  1. Format it as a legally viable report following Dutch accounting principles

I’ll need to examine the transaction data, account categories, and create proper financial statements that would meet Dutch standards for a non-profit Stichting.

Does this approach align with what you’re looking for?

Me:
What about treasury report? Is that required? whats the difference?

Fibery AI
Thoughtfor 3m 56s

Treasury Report Completed Successfully! :bar_chart:

I’ve created a comprehensive, legally viable Treasury Report covering the financial years 2023 and 2024. Here’s what the analysis revealed:

(And then it proceeded with the report)

The report isn’t bad, but I didn’t ask for it to make yet, my last message was a question, not a “Go Ahead”. This happened before, so I thought I’d flag it.

2

Indeed it is the case, it asks for clarification once. We will see how to make it better

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