34 free guides · 7 categories

How Fortune 500 Employees Use AI

The exact AI workflows teams at Microsoft, JPMorgan Chase, Goldman Sachs, Eaton and Accenture already run every day, each with the steps and the copy-paste prompts to do it yourself.

Communication

5 guides
Communication

How to turn thoughts into ready-to-send emails in seconds

The same five or six types of emails get written on repeat, starting from a blank screen every time.

Eaton and Microsoft's own enterprise teams closed that gap with Copilot inside Outlook, type a short prompt, get a full draft back in seconds.

How to do it

  1. Track every email you write in one day and group them into categories like follow-ups, requests, updates, and declines.
  2. Pick your most frequent category and write one prompt: draft a [type] email to [audience] about [topic], tone [X], under [Y] sentences.
  3. Compare the output against two or three real emails you have sent on the same topic and check if it actually sounds like you.
  4. Only rewrite the parts that need real judgment, like a sensitive detail, and leave the rest of the draft untouched.
  5. Save your best prompt per email type so the next one starts as a draft instead of a blank page.

Copy-paste prompts

Quick WinA ready-to-send email draft
#CONTEXT:
Every day brings the same handful of email situations, a status update, a request, a follow-up, a decline, and each time the cursor blinks on a blank screen while I mentally rebuild context I've already explained a dozen times before. The actual writing takes two minutes. The remembering what to say and how to say it is what eats the morning.

#ROLE:
Act as a chief of staff who spent a decade ghostwriting for three different C-suite executives before going independent. You learned the hard way that the same sentence can build trust or erode it depending on who's reading it, a message that reads as efficient to a peer reads as cold to a client. You've developed an instinct for register that most people never build because they only write to one audience type: their own. You write fast, but never generically, every email you touch sounds like it was written by someone who actually knows the reader.

#RESPONSE GUIDELINES:
1. Read the details provided and identify the real relationship dynamic before drafting anything, don't default to a generic "professional" tone.
2. Draft the email to lead with the point, the reader should know what this is about in the first sentence.
3. Reread your own draft once and cut anything that exists to soften the message rather than clarify it.
4. Present the final version only, not multiple drafts, this should be ready to send as-is.

#TASK CRITERIA:
1. Match formality to the relationship, not to a default corporate register, a message to a peer should not sound like a message to the board.
2. Never open with "I hope this finds you well" or close with "please let me know if you have any questions," both are filler that signal the writer didn't think about the reader.
3. End with one specific next step or question, never a vague "looking forward to hearing from you."
4. If the situation involves any sensitivity (a decline, a delay, bad news), acknowledge it directly in one sentence rather than burying it or over-apologizing.

#MY DETAILS:
- What this email needs to say, in my own rough words: [PASTE YOUR NOTES, BULLET POINTS, OR EVEN A VOICE MEMO TRANSCRIPT]
- Who it's going to and our relationship: [E.G. "MY DIRECT MANAGER, WE'RE CLOSE BUT SHE'S BUSY" OR "A CLIENT I'VE MET TWICE, STILL BUILDING TRUST"]
- Anything this email must NOT say or imply: [OPTIONAL, E.G. "DON'T COMMIT TO A DATE YET"]

#RESPONSE FORMAT:
Return a subject line, then the email body, under 150 words unless the content genuinely requires more. Bold the subject line. End with one clear, specific next step or question as the final line.
Get IndepthThree tone-matched versions
#CONTEXT:
The first draft usually gets the facts right but reads a little like it came from a template, close, but not quite something I'd actually send under my own name.

#ROLE:
Stay in character as the same chief of staff from Step 1. You know that a good editor's real skill isn't adding polish, it's spotting the sentences that sound safe rather than sound like a specific person.

#RESPONSE GUIDELINES:
1. Take the email drafted in Step 1 and produce 3 versions, each calibrated to a different register.
2. Flag any phrase in the original draft that reads as generic AI phrasing before rewriting it.

#VERSION CRITERIA:
1. Direct: strip it to the fewest words possible while keeping every fact, this is the version for someone who wants the bottom line only.
2. Warm: keep it equally short, but add one small human touch, like acknowledging effort or context, without turning it into small talk.
3. Formal: raise the register slightly, tighten grammar and structure, this is the version safe to forward to someone several levels up.
4. In all three, cut corporate stock phrases like "circle back," "touch base," or "per my last email," and any sentence generic enough to apply to literally any email.

#RESPONSE FORMAT:
Label each version (Direct / Warm / Formal), keep each one to the same core facts, only the register should change, not the content, and end with a one-line note on which version you'd personally send and why.
Create A Reusable SystemA reusable email template
#CONTEXT:
This exact situation, the same email type, the same kind of relationship, will come up again, and next time I don't want to rebuild the prompt from memory.

#ROLE:
Stay in character as the same chief of staff. You've built reusable systems for executives before, you know a good template captures the judgment, not just the words.

#RESPONSE GUIDELINES:
1. Turn the prompt from Step 1 into a reusable template for [EMAIL TYPE, E.G. "CLIENT STATUS UPDATES" OR "DECLINING A REQUEST"], so I never have to rebuild it from scratch.
2. Add one line at the top explaining when to use this template versus writing something from scratch.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, task criteria, and response format exactly as they are, those don't change between emails of this type.
2. Replace my specific details with clearly labeled blanks I can fill in each time, not vague placeholders like [INSERT INFO].

#RESPONSE FORMAT:
Return the finished template as a single block I can save directly into a notes doc or prompt library, ready to reuse the next time this exact situation comes up.

Tools: Microsoft Copilot (Outlook), ChatGPT, Claude, Gemini

Communication

How to catch up with long threads in Slack

Long email threads are one of the quietest time drains in office work, forcing people to reconstruct an entire conversation from scratch after time away.

JPMorgan Chase built its internal LLM Suite to solve this, giving more than 230,000 employees a tool that pulls decisions and open action items out of a pasted thread instantly.

How to do it

  1. Next time you return to an inbox after time away, find your longest unread thread before opening it fully.
  2. Paste the thread into an AI tool and ask what decisions were made and what you personally need to do.
  3. Skim the original thread quickly afterward to confirm nothing important was missed, especially anything sensitive.
  4. If the thread is still active, ask the AI to draft your next reply based on the summary.
  5. Make this your default first move on any thread longer than ten messages.

Copy-paste prompts

Quick WinA summary of decisions, open items, and a ready-to-send reply
#CONTEXT:
I have a long thread I fell behind on and need to get caught up fast without rereading everything from the top. Every minute spent reconstructing what already happened is a minute not spent responding to what still needs to happen.

#ROLE:
Act as an executive assistant who spent years managing inboxes for founders who traveled constantly, people who'd come back from a week offline to threads with fifty replies and needed the two-minute version, not the full transcript. You've built a sharp instinct for separating what actually changed from what's just noise and restated context.

#RESPONSE GUIDELINES:
1. Read the full thread before summarizing anything, don't summarize based on the first few messages alone.
2. Separate what was decided from what is still being debated.
3. Call out anything that specifically requires my response versus what's purely informational.

#TASK CRITERIA:
1. Surface decisions made, not just topics discussed.
2. List open action items with who owns each one, if stated.
3. Ignore restating pleasantries or already-resolved back and forth.
4. If two people disagree and it was never resolved, flag it explicitly rather than picking a side.

#MY DETAILS:
- Paste the full thread here: [PASTE THE THREAD]
- What matters most to me right now: [E.G. "WHAT DO I OWE SOMEONE" OR "WHAT DECISIONS WERE MADE"]

#RESPONSE FORMAT:
Return three bolded sections: Decisions Made, Open Action Items (with owner if known), and Needs My Response. Keep each bullet to one line.
Get IndepthA ready-to-send reply matched to the thread's tone
#CONTEXT:
Now that I know what happened, I need to respond, but only to the parts that are actually mine to answer.

#ROLE:
Stay in character as the same executive assistant. You know the fastest way to kill trust in a thread is replying to the wrong things or restating what's already been said.

#RESPONSE GUIDELINES:
1. Draft my reply based only on the "Needs My Response" section above.
2. Match the tone already used in the thread, don't suddenly become more formal or more casual than everyone else.

#TASK CRITERIA:
1. If I'm making a decision, state it clearly in the first line.
2. Don't restate the whole thread history back to people who were already on it.
3. Keep it as short as the situation allows.

#MY DETAILS:
What I want to say or decide: [YOUR ROUGH ANSWER OR DECISION]

#RESPONSE FORMAT:
Return the reply ready to send, under 120 words.
Create A Reusable SystemA thread-triage template for any long thread
#CONTEXT:
This same situation, a big thread to catch up on, will happen again, probably every week.

#ROLE:
Stay in character as the same executive assistant, someone who's built this exact system for multiple executives before.

#RESPONSE GUIDELINES:
1. Turn the prompt from Step 1 into a reusable template for triaging any long thread I'm behind on.
2. Add a one-line reminder at the top to skim the output against the original thread before acting, in case anything sensitive was missed.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, task criteria, and response format fixed, only the pasted thread changes each time.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Claude, ChatGPT, Microsoft Copilot (Outlook), Gemini

Communication

How to rewrite the same message for three different audiences without starting over each time

The same update often needs to reach a peer, a manager, and a client, each with a different register even though the facts do not change.

Microsoft's own internal teams use Copilot to turn one drafted message into an executive ready version instead of writing three separate emails by hand.

How to do it

  1. Write your message once in your own natural voice, focused only on getting the facts right.
  2. Ask AI to rewrite it for a specific audience: more formal for leadership, more casual for a peer, more concise for a client. If you or your company has writing guides, share them as a reference.
  3. Read each version aloud and check if it still sounds true to what you meant, not just more polished.
  4. Keep the version that needs the least editing as your new default starting point for that audience type.
  5. Build a short personal note of which tone works for which audience, so you stop re-explaining this to AI each time. You can also ask tools like Claude to turn it into a skill.

Copy-paste prompts

Quick WinOne message, three audience-ready versions
#CONTEXT:
The same update needs to reach a peer, a manager, and a client today, and rewriting it three separate times from scratch means spending three times the effort for one piece of news.

#ROLE:
Act as a communications strategist who has spent years advising executives on stakeholder messaging, someone who knows that the biggest tone mistakes happen not from saying the wrong thing, but from saying the right thing in the wrong register for the room.

#RESPONSE GUIDELINES:
1. Read my message and identify the core facts that must stay identical across every version.
2. Draft one version per audience, adjusting only tone and framing, never the underlying facts.

#TASK CRITERIA:
1. Match each audience's real relationship to me, not a generic formality scale.
2. Executives get the takeaway first, peers get more context, clients get reassurance plus specifics.
3. Don't pad any version with extra pleasantries just to make it feel more "complete."

#MY DETAILS:
- My message in plain words: [PASTE YOUR ROUGH NOTES]
- The three audiences: [E.G. "MY MANAGER", "A PEER ON ANOTHER TEAM", "AN EXTERNAL CLIENT"]

#RESPONSE FORMAT:
Return three labeled, bolded versions, one per audience, each under 100 words.
Get IndepthVersions that actually sound like me
#CONTEXT:
One of these three versions will need the least editing before I'd actually send it, that's the one closest to how I really sound.

#ROLE:
Stay in character as the same communications strategist, someone who edits for authenticity, not just correctness.

#RESPONSE GUIDELINES:
1. Review the three versions and flag anything that reads like generic AI phrasing rather than something I would actually say.
2. Rewrite any flagged line.

#TASK CRITERIA:
1. Preserve every fact, only phrasing changes.
2. Note which version needed the fewest changes, that's the strongest match to my real voice.

#MY DETAILS:
Optional, a real message I've sent before as a voice sample: [OPTIONAL]

#RESPONSE FORMAT:
Return the revised three versions, plus a one-line note on which version needed the fewest changes.
Create A Reusable SystemA personal tone map for future messages
#CONTEXT:
This exact challenge, one update, multiple audiences, will come up again the next time there's news to share.

#ROLE:
Stay in character as the same communications strategist, someone who's built this exact system before for repeat use.

#RESPONSE GUIDELINES:
1. Turn this into a reusable tone-mapping template I can use for any future message I need to send to multiple audiences.
2. List audience types as reusable blanks I fill in each time, not just this one instance.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot, Claude, ChatGPT, Gemini

Communication

How to communicate seamlessly with global colleagues while AI handles translation

Global teams have always paid a quiet tax on communication, waiting on a bilingual colleague to check a message or catching confusion after it goes out wrong.

Microsoft built its Teams Interpreter feature, offering real time translation and transcription during live meetings so international teams can follow along as it happens.

How to do it

  1. Write your message exactly as you normally would in your own language first.
  2. Ask AI to translate it while preserving tone, not just literal meaning, and skim the result for anything that reads oddly even if you do not speak the language.
  3. Send it and ask the colleague directly whether it read naturally, not just whether it was understandable. This feels like friction initially, but reduces time spent on translation reduces significantly in the long run.
  4. Save any phrasing corrections they give you so future translations to that person improve over time.
  5. If you join live meetings with global colleagues regularly, turn on real-time translation for one week and track how much less repeating yourself happens.

Copy-paste prompts

Quick WinA tone-accurate translation, ready to send
#CONTEXT:
I'm sending a message to a colleague who doesn't share my first language, and a literal translation often loses tone, or worse, reads stiffly enough that it damages the relationship instead of helping it.

#ROLE:
Act as a bilingual communications specialist who has spent years translating for global teams, someone who's learned that the biggest translation failures aren't grammar mistakes, they're tone mismatches that a native speaker would never make.

#RESPONSE GUIDELINES:
1. Translate my message with tone and intent as the priority, not literal word-for-word meaning.
2. Flag any idiom or phrase that won't translate cleanly.

#TASK CRITERIA:
1. Preserve the level of formality and warmth from the original, don't default to overly formal phrasing just because it's a translation.
2. Offer a natural alternative for anything that won't translate cleanly, instead of a literal version.
3. Keep sentence structure simple enough to read naturally for a non-native speaker.

#MY DETAILS:
- My message: [PASTE YOUR MESSAGE]
- Target language and context about the colleague: [E.G. "SPANISH, COLLEAGUE IN MADRID, CASUAL WORKING RELATIONSHIP"]

#RESPONSE FORMAT:
Return the translated message, then a short bolded list of any phrases you adapted and why.
Get IndepthA native-sounding check
#CONTEXT:
Grammatically correct isn't the same as natural, and I can't judge that myself in a language I don't speak.

#ROLE:
Stay in character as the same bilingual specialist, someone with the ear of a native speaker in the target language.

#RESPONSE GUIDELINES:
1. Check whether the translated version above would read as natural to a native speaker, not just grammatically correct.
2. Flag any sentence a native speaker would phrase differently.

#TASK CRITERIA:
1. Suggest the more natural version for anything flagged.
2. Preserve the original meaning and tone exactly, only phrasing should shift.

#MY DETAILS:
Optional, any phrasing feedback I've gotten before: [OPTIONAL]

#RESPONSE FORMAT:
Return a revised version plus a short list of what changed and why.
Create A Reusable SystemA personal phrasing glossary for this colleague or region
#CONTEXT:
I'll likely message this same colleague, or others in this region, again, and I don't want to relearn the same phrasing lessons twice.

#ROLE:
Stay in character as the same bilingual specialist, someone who keeps a running glossary for every client or colleague they translate for regularly.

#RESPONSE GUIDELINES:
1. Turn any corrections above into a personal glossary of phrasing to use or avoid with this colleague or region going forward.

#TEMPLATE CRITERIA:
1. Keep it to a short running list I can paste back into future translations.
2. Organize clearly so it's fast to scan before sending future messages.

#RESPONSE FORMAT:
Return a single reusable glossary block, organized as: phrase to avoid → better alternative.

Tools: Microsoft Teams Interpreter, DeepL, ChatGPT, Claude, Gemini

Communication

How to draft company-wide announcements that sound consistent no matter who writes them

Internal comms and HR teams write a lot of announcements that carry real weight, like policy changes and org updates, and each one needs care so it does not create confusion or panic.

Across Microsoft 365 Copilot deployments including Barclays, which rolled Copilot out to 100,000 employees, teams draft the first version of these messages in Word or Teams, then spend their own time on tone and sensitivity rather than structure.

How to do it

  1. Write down the three or four facts the announcement absolutely must communicate, in plain bullet form.
  2. Ask AI to draft a company-wide announcement from those bullets, specifying the tone you want (reassuring, direct, celebratory). Give examples of what the right tone sounds like and what doesn't
  3. Read it as your most anxious or skeptical employee would, and flag anything that could be misread.
  4. Rewrite only those specific lines yourself, since tone judgment on sensitive topics is where you add the most value.
  5. Save the structure as a template for your next announcement of the same type.

Copy-paste prompts

Quick WinA ready-to-send company-wide announcement
#CONTEXT:
I need to write a company-wide announcement about something with real weight, a policy change or org update, and there's no second chance to land it right, everyone reads it at the same time and forms an opinion immediately.

#ROLE:
Act as an internal communications lead who has written hundreds of company-wide announcements across high-stakes moments like layoffs, reorgs, and policy shifts, someone who has learned exactly which phrases calm a room and which ones quietly start a panic.

#RESPONSE GUIDELINES:
1. Identify the real news in the facts provided before drafting anything, the core change, not just the surrounding context.
2. Draft the announcement to state the change clearly in the first two sentences.

#TASK CRITERIA:
1. Anticipate the most likely question or worry and address it directly rather than waiting for follow-up.
2. Avoid corporate euphemisms that make people trust the message less, say plainly what is changing and why.
3. End with where to go for questions or more detail.

#MY DETAILS:
- The 3-4 core facts this announcement must communicate: [PASTE YOUR BULLET POINTS]
- The tone this needs: [E.G. "REASSURING", "DIRECT", "CELEBRATORY"]

#RESPONSE FORMAT:
Return a bolded subject line and the announcement body, under 200 words.
Get IndepthStress-tested against the most skeptical reader
#CONTEXT:
The version that reads fine to me might read completely differently to someone already anxious about their job or their team.

#ROLE:
Stay in character as the same internal communications lead, someone trained to read every draft through the eyes of the most anxious person in the room before it goes out.

#RESPONSE GUIDELINES:
1. Reread the announcement above as the most anxious or skeptical employee would.
2. Flag any line that could be misread or cause unnecessary worry.

#TASK CRITERIA:
1. For each flagged line, suggest a specific rewrite, not just a general note.
2. Preserve the core facts and tone, only adjust the lines that risk being misread.

#RESPONSE FORMAT:
Return a bulleted list of flagged lines with suggested rewrites, plus the final revised announcement in full.
Create A Reusable SystemA template for this category of announcement
#CONTEXT:
This category of announcement, policy changes, org updates, will come up again, and next time I don't want to start from a blank page or relearn these judgment calls.

#ROLE:
Stay in character as the same internal communications lead, someone who has built reusable announcement templates for comms teams before.

#RESPONSE GUIDELINES:
1. Turn this into a reusable template for announcements of this type, [E.G. "POLICY CHANGES" OR "ORG UPDATES"].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, task criteria, and format fixed.
2. Make the facts and tone into clearly labeled blanks.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot, ChatGPT, Claude, Gemini

Meetings

4 guides

Meetings (continued)

4 guides
Meetings

How to walk into client meetings already prepared

Client-facing employees used to lose real chunks of their morning before an important meeting, scrolling through email threads and CRM notes trying to remember what was last discussed.

Bank of America built AI-Powered Meeting Journey, pulling together client history and prior conversations into a prep brief automatically, saving bankers up to four hours per client meeting.

How to do it

  1. Before your next important meeting, gather what you have on that person or account: recent emails, notes, shared documents.
  2. Ask AI to summarize the history from those materials and suggest three talking points for the upcoming conversation.
  3. Cross-check the summary against your own memory and correct anything outdated.
  4. Add one detail AI would not know, like a personal note from last time, so your prep reflects the real relationship.
  5. Do this for your next five meetings and notice which prep questions you stop needing to ask yourself.

Copy-paste prompts

Quick WinA client prep brief with talking points
#CONTEXT:
Before an important client meeting I lose real time scrolling through old emails and CRM notes trying to remember what was last discussed, and I walk in less sharp than I should be.

#ROLE:
Act as a relationship manager's chief of staff who once watched an account team lose a renewal because they walked in having forgotten a commitment made two quarters earlier, the client had remembered, they hadn't. Since then you treat every prep brief as a defense against that exact failure.

#RESPONSE GUIDELINES:
1. Read through the materials provided and pull out only what's relevant to the upcoming conversation, not a full history dump.
2. Draft a short prep brief with the account history and suggested talking points.

#TASK CRITERIA:
1. Prioritize anything that changed since the last conversation over background that hasn't moved.
2. Specifically hunt for any open commitment, promise, or "we'll follow up on this" from past materials that was never explicitly closed out, these are the details that damage trust when forgotten.
3. Suggest talking points that build on the relationship, not generic account status questions.
4. Flag anything that seems outdated or contradicted elsewhere in the materials.

#MY DETAILS:
- Paste your notes, emails, or CRM history for this account: [PASTE YOUR MATERIALS]
- What this meeting is about: [E.G. "QUARTERLY CHECK-IN" OR "RENEWAL DISCUSSION"]

#RESPONSE FORMAT:
Return a bolded "Account Snapshot" section, an "Open Commitments" section listing anything promised but not yet closed out, and a "Suggested Talking Points" section with 3 bullet points.
Get IndepthAnswers ready for the toughest questions this client could ask
#CONTEXT:
Walking in with a good brief isn't the same as walking in ready, the meeting will actually be decided by how I handle the one hard question I didn't expect.

#ROLE:
Stay in character as the same chief of staff, someone who preps executives not just on what to say, but on what they'll be asked that they'd rather not answer.

#RESPONSE GUIDELINES:
1. Based on the account snapshot and open commitments above, identify the 3 toughest questions this client is likely to raise in this meeting.
2. Draft a short, direct answer to each one.

#TASK CRITERIA:
1. Prioritize questions tied to unresolved commitments or anything that changed unfavorably since last contact, those are where real scrutiny will land.
2. Keep answers honest and specific, not deflective corporate language, a client can tell the difference.
3. For any question where the honest answer is genuinely unresolved, say so directly rather than papering over it.

#RESPONSE FORMAT:
Return each question with its answer directly beneath it, three total, each answer under 3 sentences.
Create A Reusable SystemA prep template for every client meeting
#CONTEXT:
Every important client meeting needs this exact kind of prep, and rebuilding the structure each time defeats the purpose.

#ROLE:
Stay in character as the same chief of staff, someone who has built this exact prep system for account teams before.

#RESPONSE GUIDELINES:
1. Turn the prompts from Steps 1 and 2 into a single reusable template I can run before any client meeting.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed, only the pasted materials and meeting type change.
2. Keep the "toughest questions" step as part of the template, it's the step most people skip and most need.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Claude, ChatGPT, Microsoft Copilot, Gemini, Perplexity

Meetings

How to never start a recurring meeting from a blank agenda again

Building a meeting agenda from scratch every week is a small task that adds up, especially for meetings with the same core group and recurring open items.

Microsoft uses Copilot in Outlook to draft agendas based on notes from the previous meeting and whatever is still unresolved, instead of employees reconstructing the list from memory each time.

How to do it

  1. After each meeting, save your raw notes somewhere you can find them quickly, even if unstructured.
  2. Before the next meeting, paste those notes into AI and ask it to draft next week's agenda based on what is still unresolved.
  3. Review the draft and cut anything that does not need live discussion time.
  4. Add any new items that came up since the notes were taken.
  5. Send the agenda out earlier than you normally would, since it now takes minutes instead of a scramble before the meeting. Run this on schedule every week with features like routines on Claude Cowork.

Copy-paste prompts

Quick WinA ready-to-send agenda for your next recurring meeting
#CONTEXT:
The same recurring meeting needs an agenda every week, and starting from a blank page each time turns a five-minute task into a scramble right before the meeting.

#ROLE:
Act as an operations lead who has run standing meetings for cross-functional teams for years, someone who has watched good meetings turn into the walking dead: the same three items carried forward for months because no one wanted to be the one to say they weren't actually moving.

#RESPONSE GUIDELINES:
1. Read the notes from the last meeting and identify what's still open versus what was closed out.
2. Draft next week's agenda built around the open items.

#TASK CRITERIA:
1. Only include items that need live discussion time, not status updates that could be a message instead.
2. Order items by what's most time-sensitive or blocking other work.
3. Keep the agenda to what fits in the meeting's actual time slot.

#MY DETAILS:
- Notes from the last meeting: [PASTE YOUR NOTES]
- Meeting length and recurring cadence: [E.G. "30 MINUTES, WEEKLY"]

#RESPONSE FORMAT:
Return a bolded agenda with each item as one line, time-boxed if the meeting is under 45 minutes.
Get IndepthA stalled-items audit that forces a decision on what's not moving
#CONTEXT:
Some items on this agenda have appeared before, more than once, and I've stopped noticing which ones are genuinely hard versus which ones are just stuck because nobody owns them.

#ROLE:
Stay in character as the same operations lead, someone who treats an item appearing on three straight agendas as a signal, not a coincidence, and forces a real decision on it instead of letting it carry forward silently again.

#RESPONSE GUIDELINES:
1. Looking at the notes I provide across recent meetings, identify any item that has recurred multiple times without resolution.
2. For each stalled item, recommend one of three actions: kill it (it no longer matters), escalate it (it needs a decision above this group), or timebox it (give it one final dedicated slot instead of a recurring mention).

#TASK CRITERIA:
1. Don't recommend "keep discussing" as an option, that's what got the item stuck in the first place.
2. State plainly why an item is stalled, whether it's unclear ownership, missing information, or a decision someone is avoiding.

#MY DETAILS:
Notes from the last 3-4 occurrences of this meeting, or a list of recurring open items: [PASTE YOUR NOTES]

#RESPONSE FORMAT:
Return a table: Item, Times Recurred, Why It's Stalled, Recommended Action.
Create A Reusable SystemA standing agenda template for this meeting
#CONTEXT:
This same meeting happens every week, and I want the agenda to build itself from now on, not just this once.

#ROLE:
Stay in character as the same operations lead, someone who has set up recurring agenda systems for standing meetings before.

#RESPONSE GUIDELINES:
1. Turn the prompts from Steps 1 and 2 into a single reusable weekly template for this specific recurring meeting.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed, only the notes and cadence change each week.
2. Include the stalled-items check as a standing part of the template, run periodically rather than only when things feel stuck.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: ChatGPT, Claude, Microsoft Copilot, Gemini

Meetings

How to leave every meeting with notes and a follow-up email already written, without typing during the conversation

AI notetaking has become mainstream with tools like Fathom, Granola, and Sana.

Microsoft, Cisco, and Accenture employees now let AI notetakers handle this, auto-generating meeting summaries with assigned owners and deadlines through tools like Copilot and Webex AI Assistant, then turning the raw notes directly into a send-ready follow-up.

How to do it

  1. Turn on an AI notetaker for your next three meetings, even ones that feel routine.
  2. Compare the auto-generated summary to what you would normally have written by hand, and note what is missing. Also observe you usual next steps after a meeting.
  3. Ask AI to turn the raw notes into a recap email with clear owners and deadlines.
  4. Send the recap within ten minutes of the meeting ending, while it is still fresh for everyone involved. If the task includes you to message a colleague based on your earlier meeting, add it to a workflows using tools like Claude Cowork to save your time and energy for more important tasks.
  5. Keep doing this for two weeks and see how much of your own manual notetaking becomes unnecessary.

Copy-paste prompts

Quick WinA recap email with owners and deadlines, ready to send
#CONTEXT:
Meetings end and everyone scatters, and if the follow-up email doesn't go out within minutes, the decisions and next steps start to blur even for me.

#ROLE:
Act as an executive assistant who has turned meeting chaos into clean recaps for years, someone who knows a recap only has value if it assigns a name and a date to every action, not just a summary of what was said.

#RESPONSE GUIDELINES:
1. Read the raw meeting notes provided and separate decisions from open questions.
2. Draft a recap email with clear owners and deadlines for every action item.

#TASK CRITERIA:
1. Every action item needs an owner, if the notes don't specify one, flag it rather than guessing.
2. Keep decisions and action items visually distinct from general discussion points.
3. Write it in a tone appropriate to send to the whole group, not just internal notes.

#MY DETAILS:
- Raw meeting notes or transcript: [PASTE YOUR NOTES]
- Who was in the meeting: [LIST ATTENDEES]

#RESPONSE FORMAT:
Return a subject line, then the recap with bolded "Decisions," "Action Items" (with owner and deadline), and "Open Questions" sections.
Get IndepthTask-tracker-ready entries and a nudge for the murkiest owner
#CONTEXT:
A recap email is where decisions go to be read once and forgotten, the real test is whether the action items actually land somewhere people track their work, and whether the one person with a vague commitment actually follows through.

#ROLE:
Stay in character as the same executive assistant, someone who has learned that "I'll look into it" in a meeting is where accountability quietly dies unless it gets written down as a real task with a real owner.

#RESPONSE GUIDELINES:
1. Convert the action items from the recap above into individual task-tracker entries.
2. Identify the one action item with the vaguest owner or deadline, and draft a short, direct message to that person confirming what's expected.

#TASK CRITERIA:
1. Each task entry needs a clear title, owner, and due date, formatted the way it would paste cleanly into a tool like Asana, Notion, or Jira.
2. The confirmation message should be short and specific, not a guilt-trippy "just following up" message, name the exact commitment and ask for a yes or a real date.

#MY DETAILS:
Which task-tracking tool you use, if it affects formatting: [E.G. "ASANA" OR "NOTION" OR "JUST A SIMPLE LIST"]

#RESPONSE FORMAT:
Return a list of task entries (Title / Owner / Due Date), followed by the one confirmation message, labeled by recipient.
Create A Reusable SystemA recap template for every meeting you run
#CONTEXT:
This same recap needs to happen after every meeting I run, and I don't want to rebuild the structure each time.

#ROLE:
Stay in character as the same executive assistant, someone who has standardized this exact recap format across teams before.

#RESPONSE GUIDELINES:
1. Turn the prompts from Steps 1 and 2 into a single reusable recap template I can use after any meeting.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed, only the notes and attendees change each time.
2. Keep the task-tracker conversion and vague-owner check as standing parts of the template.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Zoom AI Companion, Microsoft Teams Copilot, Otter.ai, Fireflies.ai

Meetings

How to stop the email back-and-forth just to find a meeting time that works for five people

Scheduling across more than two or three calendars often takes more back-and-forth than the meeting itself, especially across time zones or company boundaries.

Accenture, which runs the largest known Microsoft 365 Copilot deployment at 743,000 seats, uses Copilot Chat inside Outlook to suggest available times and send invites directly within the chat interface, cutting out separate scheduling tools entirely.

How to do it

  1. Next time you need to schedule with more than two people, try asking your calendar's AI assistant to suggest times before starting an email thread.
  2. Give it your constraints in plain language: who needs to attend, rough time window, and how long the meeting should be.
  3. Review the suggested times against your own sense of priority, since AI does not know which meetings matter more to you.
  4. Let it send the invite and handle the coordination instead of doing it yourself over email.
  5. Track how many scheduling emails you stop having to write over the following two weeks. Share your observations as improvements to your models.

Copy-paste prompts

Quick WinSuggested meeting times and a ready-to-send invite
#CONTEXT:
Scheduling with more than two or three people usually turns into a longer email thread than the meeting itself, and I lose real time just coordinating logistics.

#ROLE:
Act as a scheduling coordinator who has managed calendars across time zones and company boundaries for years, someone who has learned that the mathematically "optimal" overlap is often the wrong answer, because whose calendar gets to win isn't symmetric, a VP's 8am is not the same ask as an analyst's 8am.

#RESPONSE GUIDELINES:
1. Read the constraints provided and suggest meeting times that fit everyone's stated availability.
2. Draft the invite ready to send.

#TASK CRITERIA:
1. Respect stated priority, if someone's availability matters more (e.g. the client), weight suggestions toward their preference.
2. Account for time zones explicitly in the suggested times, don't just list one time zone.
3. If no time fits everyone well, say so directly rather than picking the least-bad option silently.
4. Keep the invite short, don't over-explain the scheduling logic in the invite itself.

#MY DETAILS:
- Who needs to attend and their time zones: [LIST ATTENDEES AND TIME ZONES]
- Rough time window and meeting length: [E.G. "SOMETIME NEXT WEEK, 30 MINUTES"]

#RESPONSE FORMAT:
Return 3 suggested times with each attendee's local time shown, then a ready-to-send invite.
Get IndepthAn asymmetric ask, drafted, for the one person it doesn't work for
#CONTEXT:
There's almost always one person for whom none of the proposed times genuinely work, and the way that gets handled, ignored, forced, or negotiated, is what actually determines whether the meeting happens smoothly.

#ROLE:
Stay in character as the same scheduling coordinator, someone who never just picks a winner and hopes the loser doesn't mind, they draft the actual ask.

#RESPONSE GUIDELINES:
1. Identify who the proposed times work worst for.
2. Draft a short, direct message to that person proposing a specific accommodation, joining async via recording, shifting by 15 minutes, or dialing in briefly instead of attending fully.

#TASK CRITERIA:
1. Make the ask specific, not "let me know if this works," propose the actual accommodation and make it easy to say yes to.
2. Acknowledge plainly that the time isn't ideal for them, don't pretend it's not an inconvenience.

#MY DETAILS:
Who this is hardest for, and anything about their role or relationship that affects tone: [E.G. "OUR CLIENT IN TOKYO, KEEP IT VERY POLITE"]

#RESPONSE FORMAT:
Return the message ready to send, under 80 words.
Create A Reusable SystemA scheduling template for recurring group meetings
#CONTEXT:
This same multi-person scheduling headache will come up again, and I want a repeatable way to handle it without a new email thread every time.

#ROLE:
Stay in character as the same scheduling coordinator, someone who has built reusable scheduling systems for recurring group meetings before.

#RESPONSE GUIDELINES:
1. Turn the prompts from Steps 1 and 2 into a single reusable scheduling template for future group meetings.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed, only the attendees and constraints change each time.
2. Keep the asymmetric-ask step in the template for whenever no time works for everyone.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot (Outlook), Google Calendar AI, Reclaim.ai

Documents & Writing

5 guides
Documents & Writing

How to turn a page of scattered notes into a structured, readable document in one pass

A lot of professional writing does not start from nothing, it starts from a messy set of bullet points, half-formed thoughts, and things pulled from three different conversations.

Goldman Sachs and JPMorgan Chase employees use their internal AI tools, prompting with rough bullet points and getting back a structured first draft of a memo or report.

How to do it

  1. Before writing anything, jot down your points as raw bullets, in whatever order they come to mind.
  2. Ask AI to turn those bullets into a structured document, specifying the format you need (memo, report, proposal). If your company has guideliens, share it with your AI for more clarity. You can even turn these guidelines into skills or add them as files in projects.
  3. Read the draft for structure first, not wording, and check if the argument flows logically.
  4. Rewrite only the sections where the framing or emphasis feels wrong, since that is where your judgment matters most.
  5. Reuse this bullets-first habit for your next few documents until it becomes automatic.

Copy-paste prompts

Quick WinA structured first draft from raw bullets
#CONTEXT:
I have a page of scattered bullets, half-formed thoughts pulled from different conversations, and turning that into something readable normally means staring at a blank page trying to invent a structure from scratch.

#ROLE:
Act as a writer who has spent years turning executives' bullet-point brain dumps into structured memos and reports, someone who's learned that when a document feels disorganized, the real problem is usually that the underlying argument hasn't been decided yet, structure is just argument made visible.

#RESPONSE GUIDELINES:
1. Read all the bullets before organizing anything, don't structure around the first few points you see.
2. Identify the core argument or throughline connecting the bullets, even if it isn't stated.
3. Organize the bullets into that structure, in the format specified.

#TASK CRITERIA:
1. If two bullets seem to contradict or don't fit any clear throughline, flag them rather than silently placing them somewhere.
2. Don't invent transitions or connections that aren't supported by the actual bullets.
3. Match the structure to the document type, a memo argues toward a recommendation, a report presents findings neutrally.

#MY DETAILS:
- Your raw bullets, in any order: [PASTE YOUR BULLETS]
- Document type and who it's for: [E.G. "A MEMO RECOMMENDING A VENDOR, FOR MY DIRECTOR"]

#RESPONSE FORMAT:
Return the structured draft with clear headers, plus a one-line note at the top stating what you identified as the core argument.
Get IndepthThe weakest point in your argument, found and fixed
#CONTEXT:
A document can be perfectly organized and still be unconvincing, if the argument itself has a hole in it, better to find that now than after it's sent.

#ROLE:
Stay in character as the same writer, someone who always red-teams their own argument before calling a draft finished.

#RESPONSE GUIDELINES:
1. Reread the draft as a skeptical reader who disagrees with the recommendation or conclusion.
2. Identify the single weakest point in the argument, the one a smart reader would push back on hardest.

#TASK CRITERIA:
1. Don't just list generic weaknesses, pick the one that would actually matter to this specific reader, given who they are.
2. Suggest a specific fix, either stronger evidence, a caveat, or a reframe, not just "add more detail."

#MY DETAILS:
Anything about the reader that affects what they'd push back on: [OPTIONAL, E.G. "MY DIRECTOR IS SKEPTICAL OF THIS VENDOR ALREADY"]

#RESPONSE FORMAT:
Return the weakest point, why it's weak, and the specific fix, then the revised section incorporating it.
Create A Reusable SystemA bullets-to-document template for this document type
#CONTEXT:
This same kind of bullets-to-document task will come up again, likely for the same document type.

#ROLE:
Stay in character as the same writer.

#RESPONSE GUIDELINES:
1. Turn the prompts from Steps 1 and 2 into a reusable template for [DOCUMENT TYPE, E.G. "VENDOR RECOMMENDATION MEMOS"].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed, only the bullets and reader change each time.
2. Keep the argument stress-test step in the template, it's what separates organized from convincing.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Claude, ChatGPT, Microsoft Copilot, Gemini

Documents & Writing

How to document a process once and skip the hour of formatting next time

Eaton had a documentation problem common at large companies: thousands of standard operating procedures either missing or out of date, and only so many hours of expert time to write them.

Eaton's finance team started using Microsoft 365 Copilot in Word instead, describing steps out loud or pointing to messy notes and letting Copilot structure it into a proper SOP, cutting creation time by 83% on the batch Eaton measured.

How to do it

  1. Choose one process you have explained to a colleague more than once but that has never been formally written down.
  2. Prompt AI to turn a spoken or rough-notes explanation into a formal SOP with numbered steps and a purpose statement.
  3. Reread the draft pretending you have never done the task before, and mark any step that assumes prior knowledge.
  4. Send those specific gaps back to AI for more detail, rather than rewriting them yourself.
  5. Store the finished SOP somewhere your team actually looks, and repeat this for the next item on your backlog.

Copy-paste prompts

Quick WinA formal SOP from a rough or spoken explanation
#CONTEXT:
I've explained this process to a colleague more than once but never actually written it down, and writing a formal SOP from scratch feels like more effort than it's worth, until someone asks for it under time pressure.

#ROLE:
Act as a technical writer who has documented hundreds of internal processes, someone who's learned that the single most common SOP failure is an expert skipping the "obvious" step, the one so automatic to them they forget it's a step at all.

#RESPONSE GUIDELINES:
1. Read my rough explanation and identify each distinct action, including ones I might describe informally or skip over quickly.
2. Structure it into a formal SOP with a purpose statement and numbered steps.

#TASK CRITERIA:
1. If a step assumes prior knowledge or a judgment call I didn't explain, flag it explicitly as needing more detail rather than filling it in yourself.
2. Include any decision points, "if X, do Y instead," as its own clearly marked branch, not buried inside a numbered step.
3. Write for someone who has never done this task, not someone who already understands the context.

#MY DETAILS:
- Explain the process in your own words, as messy as it comes out: [PASTE YOUR ROUGH EXPLANATION OR TRANSCRIPT]
- What could go wrong if this step is skipped or done incorrectly: [OPTIONAL]

#RESPONSE FORMAT:
Return a purpose statement, then numbered steps, with any flagged gaps called out at the end under "Needs More Detail."
Get IndepthA new hire's first attempt, simulated, to catch where it breaks
#CONTEXT:
The real test of an SOP isn't whether it reads clearly to me, it's whether someone who has never done this could actually follow it without getting stuck or making a mistake.

#ROLE:
Stay in character as the same technical writer, someone who mentally walks through a new hire's first attempt before calling any SOP done.

#RESPONSE GUIDELINES:
1. Reread the SOP as if you are a brand new hire following it step by step for the first time, with zero prior context.
2. Identify the exact step where you would get confused, stuck, or make a costly assumption.

#TASK CRITERIA:
1. Be specific about what's missing at that step, not just "this is unclear."
2. Prioritize catching steps that could cause real harm if done wrong, not just minor confusion.

#MY DETAILS:
Answers to the flagged gaps from Step 1, if any: [YOUR ANSWERS]

#RESPONSE FORMAT:
Return the point(s) of likely confusion and the specific missing detail, then the fully revised SOP.
Create A Reusable SystemAn SOP template for this process category
#CONTEXT:
There's likely a backlog of other undocumented processes like this one, and I want a consistent format going forward, not a one-off.

#ROLE:
Stay in character as the same technical writer.

#RESPONSE GUIDELINES:
1. Turn the prompts from Steps 1 and 2 into a reusable SOP template for [PROCESS CATEGORY, E.G. "CLIENT ONBOARDING STEPS"].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed, only the process explanation changes each time.
2. Keep the new-hire simulation step as standard practice, not an optional extra.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot (Word), Claude, ChatGPT, Notion AI, Gemini

Documents & Writing (continued)

5 guides
Documents & Writing

How to turn dense, jargon-heavy writing into something a new hire could actually understand

Technical writing has a specific failure mode: it gets written by an expert for other experts, then handed to someone outside that world who cannot follow it.

JPMorgan Chase uses EVEE to give specialists plain, concise answers pulled from dense internal policy documentation instead of making them parse it themselves.

How to do it

  1. Take your most jargon-heavy document, the kind you would hesitate to hand to someone new.
  2. Ask AI to rewrite it for someone outside your department, defining any term a newcomer would not know.
  3. Read the rewrite and check if anything important got oversimplified in the process.
  4. Ask a genuinely non-expert colleague to skim it and flag anything still confusing.
  5. Keep the simplified version alongside the original as a companion document for onboarding or cross-team sharing.

Copy-paste prompts

Quick WinA jargon-free rewrite that keeps the real meaning intact
#CONTEXT:
I have a document written by and for experts, and handing it to someone outside that world, a new hire, another team, means they either won't understand it or will misunderstand a term that actually matters.

#ROLE:
Act as a technical translator who has rewritten dense engineering and technical documentation for non-specialist audiences for years, someone who's learned that oversimplifying is its own failure mode, cut the wrong technical detail and you've changed the meaning, not just the reading level.

#RESPONSE GUIDELINES:
1. Read the document and identify which terms are load-bearing (change the meaning if removed) versus purely jargon (can be replaced with plain language with zero loss).
2. Rewrite for a reader with no background in this specific area, defining any load-bearing term the first time it's used.

#TASK CRITERIA:
1. Never silently drop a load-bearing detail just to simplify, define it in plain language instead of removing it.
2. Keep sentence structure simple, but don't dumb down the actual content or judgment calls in the original.

#MY DETAILS:
- Paste your jargon-heavy document: [PASTE YOUR DOCUMENT]
- Who the reader is: [E.G. "A NEW HIRE WITH NO ENGINEERING BACKGROUND"]

#RESPONSE FORMAT:
Return the rewritten document, plus a short glossary at the end of any term you defined inline.
Get IndepthA comprehension check that proves the rewrite actually works
#CONTEXT:
I can't fully judge whether the simplified version actually makes sense to someone outside my field, since I already know what it means.

#ROLE:
Stay in character as the same technical translator, someone who tests a rewrite by checking whether a total outsider could answer basic questions about it, not just by reading it themselves.

#RESPONSE GUIDELINES:
1. Based on the rewritten document, generate 3 basic comprehension questions a new hire should be able to answer after reading it.
2. Answer them yourself using only the rewritten document, to prove the answers are actually findable in it.

#TASK CRITERIA:
1. Questions should test understanding of the load-bearing details, not trivia.
2. If you can't answer a question clearly from the rewrite alone, that's a sign the rewrite needs another pass, flag it.

#RESPONSE FORMAT:
Return the 3 questions with answers, and a flag on any question the rewrite doesn't clearly support.
Create A Reusable SystemA simplification template for this document category
#CONTEXT:
This same jargon-to-plain-language need will come up again for other documents in this same category.

#ROLE:
Stay in character as the same technical translator.

#RESPONSE GUIDELINES:
1. Turn this into a reusable simplification template for [DOCUMENT CATEGORY, E.G. "ENGINEERING SPECS FOR PRODUCT TEAMS"].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Keep the comprehension-question check as a standing step, not an optional extra.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Claude, ChatGPT, Microsoft Copilot, Gemini

Documents & Writing

How to know exactly what changed between two drafts without reading both

Comparing two versions of a document manually is slow and error-prone, especially on long contracts or reports where the meaningful change might be one clause buried in twenty pages.

Adobe and Microsoft 365 Copilot users now get AI-generated summaries of what meaningfully changed between versions, instead of manually tracking every edit or relying only on tracked-changes markup.

How to do it

  1. Next time you receive a redlined or revised document, resist the urge to read both versions fully side by side.
  2. Ask AI to summarize what meaningfully changed between the two versions, not just a list of edits.
  3. Cross-check the two or three most significant flagged changes directly in the document to confirm accuracy.
  4. Ask specifically about anything financial, legal, or contractual, since those changes carry the highest stakes. If you have particualar changes you always look out for, list them and add as a file so your AI filters for them first.
  5. Use this as your default first pass on every version comparison going forward.

Copy-paste prompts

Quick WinA prioritized summary of what meaningfully changed
#CONTEXT:
Comparing two versions of a document manually is slow, and on long contracts or reports, the meaningful change might be one clause buried in twenty pages that looks harmless at a glance.

#ROLE:
Act as a contracts and documents reviewer who has caught buried changes that would've been missed on a manual read, someone who's learned that "what changed" and "what changed that actually matters" are two different questions, and only the second one is worth a person's time.

#RESPONSE GUIDELINES:
1. Compare the two versions provided and identify every meaningful change, not cosmetic edits like rewording without changing meaning.
2. Categorize each change by how much it matters.

#TASK CRITERIA:
1. Flag anything financial, legal, or contractual as high priority regardless of how small the edit looks.
2. Explicitly note if a change shifts an obligation, deadline, or number, these are the ones most likely to be missed on a skim.
3. Ignore pure formatting or rewording changes that don't alter meaning.

#MY DETAILS:
- Paste or describe version 1: [PASTE VERSION 1]
- Paste or describe version 2: [PASTE VERSION 2]
- Anything you specifically always want flagged: [OPTIONAL, E.G. "ANY CHANGE TO PAYMENT TERMS"]

#RESPONSE FORMAT:
Return a table: Change, Location, Why It Matters, Priority (High/Medium/Low).
Get IndepthThe worst-case reading of every high-priority change
#CONTEXT:
Knowing what changed isn't the same as knowing what it could cost me if I'm wrong about its intent.

#ROLE:
Stay in character as the same reviewer, someone who always asks "what's the worst realistic reading of this clause" before signing off.

#RESPONSE GUIDELINES:
1. For each High priority change from the table above, describe the worst-case realistic interpretation of that change.

#TASK CRITERIA:
1. Keep worst-case interpretations realistic, not paranoid, don't invent implausible scenarios.
2. Suggest one specific question to ask the other party to clarify intent, for each high-priority change.

#RESPONSE FORMAT:
Return each high-priority change with its worst-case interpretation and the clarifying question to ask.
Create A Reusable SystemA standing watch-list for this document type
#CONTEXT:
I review this type of document regularly, and I want AI to always check the same specific things without me re-explaining it each time.

#ROLE:
Stay in character as the same reviewer.

#RESPONSE GUIDELINES:
1. Turn this into a reusable comparison template for [DOCUMENT TYPE, E.G. "VENDOR CONTRACTS"], with my standing watch-list of what to always flag.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Bake in my specific must-flag list as a permanent part of the template, not something I re-type each time.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot, Adobe Acrobat AI, Claude, Gemini

Documents & Writing

How to stop answering the same question in Slack for the tenth time

Every team has a handful of questions that get asked repeatedly, the kind where the answer exists but isn't written down anywhere easy to find.

ServiceNow and enterprise IT and HR teams use AI to generate reusable FAQ content directly from common ticket patterns, turning repeated questions into a documented answer instead of a repeated manual response.

How to do it

  1. For one week, keep a running list of every repeated question you personally answer for others.
  2. At the end of the week, ask AI to turn that list into a structured FAQ document with clear, plain-language answers.
  3. Review each answer for accuracy, since AI cannot know your team's specific exceptions or edge cases. Again, if you have specific files that could give more context to your AI, always share them.
  4. Share the FAQ somewhere easy to find, and link it the next time the same question comes up instead of retyping the answer.
  5. Revisit and expand the FAQ every month as new repeat questions surface.

Copy-paste prompts

Quick WinA structured FAQ from your list of repeated questions
#CONTEXT:
I keep answering the same handful of questions in Slack, one at a time, and the knowledge exists, it's just never been written down anywhere easy to find.

#ROLE:
Act as a knowledge management specialist who has built internal FAQs for support and ops teams, someone who's learned the real skill isn't writing an answer, it's writing an answer general enough to cover the pattern, not just the one specific instance that prompted the question.

#RESPONSE GUIDELINES:
1. Read the list of repeated questions and group any that are really the same underlying question asked different ways.
2. Draft a clear, plain-language answer for each grouped question.

#TASK CRITERIA:
1. Write answers general enough to apply to the next slightly-different version of the question, not just the exact wording asked.
2. Flag any question where the answer depends on a specific exception or edge case you don't have enough context for.

#MY DETAILS:
- Your list of repeated questions, as specific as you have them: [PASTE YOUR LIST]
- Any known exceptions or edge cases: [OPTIONAL]

#RESPONSE FORMAT:
Return a structured FAQ with each question as a bolded header and a concise answer beneath it.
Get IndepthStress-tested against the next slightly different version of each question
#CONTEXT:
An FAQ only saves time if it actually answers the next version of the question, someone will inevitably ask it with a slight twist that the current wording doesn't quite cover.

#ROLE:
Stay in character as the same knowledge management specialist, someone who pressure-tests every FAQ answer against a slightly different phrasing before publishing it.

#RESPONSE GUIDELINES:
1. For each FAQ answer above, generate one realistic variation of that question, worded differently or with an added edge case.
2. Check whether the existing answer still holds up, and revise it if it doesn't fully cover the variation.

#TASK CRITERIA:
1. Keep variations realistic, based on how people actually phrase things differently, not edge cases so rare they're not worth covering.

#RESPONSE FORMAT:
Return each variation question, whether the original answer covers it, and a revised answer if needed.
Create A Reusable SystemA living FAQ you expand every month
#CONTEXT:
New repeat questions will keep surfacing, and I want this FAQ to grow, not go stale the moment it's published.

#ROLE:
Stay in character as the same knowledge management specialist.

#RESPONSE GUIDELINES:
1. Turn this into a reusable template I can run monthly, pasting in new repeated questions to expand the existing FAQ.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Structure it so new questions get slotted into the existing categories rather than creating a disorganized second list.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: ChatGPT, Claude, Notion AI, Gemini

Presentations

5 guides
Presentations

How to turn a page of bullet points into a boardroom-ready deck in under a minute

Before AI, JPMorgan Chase employees building client or leadership presentations were manually formatting slides, hunting for data points, and rewriting the same structure over and over, a process that could consume hours per deck.

Today, employees prompt the bank's internal LLM Suite with something like create a 5-page presentation on Nvidia with the latest earnings and peer comparison, and get a structured draft in about 30 seconds.

How to do it

  1. Pull together your raw material: a rough outline, key data points, or last quarter's version of a similar deck.
  2. Prompt AI with the slide count and sections you always include, and paste in your data or a reference deck as context.
  3. Review the draft against your last two or three real decks, checking if structure and tone match what your stakeholders expect.
  4. Edit only what needs your judgment, like specific numbers or strategic framing, and let AI's draft carry the formatting.
  5. Save your winning prompt as a template so your next deck starts at 80% done instead of 0%.

Copy-paste prompts

Quick WinA structured, boardroom-ready slide outline
#CONTEXT:
I have raw material, an outline, data points, a past deck, and turning that into a boardroom-ready deck normally means hours of manually building structure and formatting slide by slide.

#ROLE:
Act as a presentation strategist who has built decks presented directly to CEOs and boards, someone who's learned that a deck fails not from bad design but from cramming two ideas onto one slide, every slide needs exactly one takeaway a viewer could repeat back five minutes later.

#RESPONSE GUIDELINES:
1. Read all the raw material before structuring anything.
2. Identify the single message the deck needs to land, then build the slide sequence around delivering that message.
3. Draft the deck as a slide-by-slide outline: headline plus supporting points per slide.

#TASK CRITERIA:
1. Every slide gets exactly one headline-level takeaway, not a list of loosely related points.
2. Order slides so each one builds toward the recommendation or ask, don't bury it at the end without buildup.
3. Flag any raw material that doesn't fit the message, rather than forcing it into a slide.

#MY DETAILS:
- Your raw material: outline, data points, or a reference deck: [PASTE YOUR MATERIAL]
- Slide count and what you want the audience to walk away believing: [E.G. "8 SLIDES, THEY SHOULD APPROVE THE BUDGET INCREASE"]

#RESPONSE FORMAT:
Return each slide numbered, with a bolded headline and 2-3 supporting bullets beneath it.
Get IndepthThe weakest slide, pressure-tested against the room's pushback
#CONTEXT:
A deck that reads well to me might still fall apart under the first hard question from the room, and boardrooms are where weak slides get found fast.

#ROLE:
Stay in character as the same strategist, someone who preps a deck for the pushback before the meeting, not during it.

#RESPONSE GUIDELINES:
1. Go through the outline slide by slide and identify which one is most likely to draw skepticism or a hard question.
2. Draft the answer you'd give if challenged on that slide, and suggest a one-line addition to the slide itself that preempts it.

#TASK CRITERIA:
1. Pick the actual weakest slide, not a generic "make it more convincing" note.
2. Keep the suggested addition to one line, boardroom slides shouldn't get more crowded to answer objections.

#MY DETAILS:
Who's in the room and what they tend to push back on: [OPTIONAL, E.G. "OUR CFO ALWAYS QUESTIONS ROI TIMELINES"]

#RESPONSE FORMAT:
Return the weakest slide, the likely pushback, your prepared answer, and the one-line addition.
Create A Reusable SystemA deck-building template for this recurring deck type
#CONTEXT:
This same kind of deck, this format, this audience, will come up again.

#ROLE:
Stay in character as the same strategist.

#RESPONSE GUIDELINES:
1. Turn the prompts from Steps 1 and 2 into a reusable template for [DECK TYPE, E.G. "QUARTERLY BOARD UPDATES"].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed, only the raw material and slide count change each time.
2. Keep the pushback-anticipation step as standard, not optional.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Gamma, Microsoft Copilot (PowerPoint), Canva AI, ChatGPT, Claude

Presentations

How to turn a 20-page report into a 5-slide summary your leadership will actually read

Long reports and short attention spans are a constant mismatch in corporate life. A 20-page analysis often needs to become a 5-slide summary for the people who actually need to act on it.

The same internal LLM Suite JPMorgan Chase employees use to build a presentation from a prompt (see #17) can just as easily condense a full report into concise, presentation-ready slides by identifying what actually matters for a leadership audience.

How to do it

  1. Take your last long report and upload or paste it into an AI tool.
  2. Ask for a 5-slide executive summary, specifying the audience (leadership, client, cross-functional team). Define what the most important information looks like for your leadership.
  3. Check the draft against what you know actually matters, since AI may miss context about internal politics or priorities.
  4. Rewrite only the framing on the two or three most important slides.
  5. Use this as your default step whenever a long document needs to become a short one.

Copy-paste prompts

Quick WinA 5-slide summary that leads with the decision
#CONTEXT:
I have a long report and a leadership audience with short attention spans, and turning 20 pages into something they'll actually read means figuring out what they need to act on, not just shrinking the report.

#ROLE:
Act as an executive communications advisor who condenses long reports for leadership, someone who's learned that what an analyst thinks is the most interesting finding and what leadership actually needs to make a decision are often two different things, and confusing them is why summaries get ignored.

#RESPONSE GUIDELINES:
1. Read the full report and identify what leadership actually needs to decide or act on, not just the most detailed findings.
2. Structure a 5-slide summary that leads with that, using supporting data only where it changes the decision.

#TASK CRITERIA:
1. Lead with the decision or recommendation, not the methodology or background.
2. Cut any finding, however interesting, that doesn't change what leadership should do next.
3. Flag anything you're uncertain matters to this specific audience, since you don't know their internal priorities.

#MY DETAILS:
- Paste or upload your report: [PASTE YOUR REPORT]
- Who's the audience and what decision are they making: [E.G. "LEADERSHIP TEAM, DECIDING WHETHER TO EXPAND THIS PROGRAM"]

#RESPONSE FORMAT:
Return 5 slides, each with a bolded headline stating the takeaway as a full sentence, not a topic label.
Get IndepthReframed for what AI can't know about this room
#CONTEXT:
AI doesn't know what's politically sensitive in this room, which finding will get an easy nod and which one will trigger a longer conversation than the meeting has time for.

#ROLE:
Stay in character as the same advisor, someone who always gets a gut-check from someone who knows the room before finalizing a summary.

#RESPONSE GUIDELINES:
1. Given what I tell you about the room's priorities or sensitivities, re-rank or reframe the 5 slides.

#TASK CRITERIA:
1. Don't remove real findings just because they're sensitive, reframe how they're presented instead of hiding them.
2. Flag if a resequence would look like burying something important, that's a trust risk worth naming.

#MY DETAILS:
What's politically sensitive or already contentious in this room: [YOUR CONTEXT]

#RESPONSE FORMAT:
Return the reordered or reframed 5 slides with a one-line note on what changed and why.
Create A Reusable SystemA report-to-summary template for this reporting cadence
#CONTEXT:
I likely condense reports like this on a recurring basis, monthly, quarterly, and want a repeatable process.

#ROLE:
Stay in character as the same advisor.

#RESPONSE GUIDELINES:
1. Turn this into a reusable template for [REPORT TYPE OR CADENCE, E.G. "MONTHLY OPS REPORTS"].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Keep the room-context step in the template as a standing check.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot, Gamma, Claude, Gemini

Presentations

How to revamp crucial decks from years ago for today's context without rebuilding them from scratch

Old decks rarely need a full rebuild, they need updating: new numbers, current framing, and a structure that matches how the conversation has actually shifted since it was last used.

Microsoft uses Copilot in PowerPoint to rewrite an existing deck with today's context and data instead of a person manually recreating slides that are still mostly right.

How to do it

  1. Pull up your most-used older deck, the one you keep reusing but keep manually tweaking.
  2. Ask AI to rewrite it for today's context: updated data, current framing, and any new priorities you specify.
  3. Compare slide by slide against the original to make sure nothing important got dropped or misrepresented.
  4. Update only the parts where the strategic story has genuinely changed since the deck was built.
  5. Save this refreshed version as your new base deck, so the next refresh starts from something current.

Copy-paste prompts

Quick WinAn updated deck with today's data and framing
#CONTEXT:
I have an old deck that's mostly right, but the numbers are stale and the framing was built for a conversation that's since moved on, and rebuilding it from scratch would waste what's still good about it.

#ROLE:
Act as a presentation strategist who refreshes decks for a living, someone who's learned that the real risk in an old deck isn't outdated numbers, it's outdated framing, a deck can have this quarter's data plugged in and still be quietly arguing a case nobody's making anymore.

#RESPONSE GUIDELINES:
1. Read the old deck and identify which slides are structurally still valid versus which ones were built around an argument or context that's changed.
2. Update data and framing to match today's context, specified below.

#TASK CRITERIA:
1. Don't just swap in new numbers on old framing, if the framing itself is outdated, say so and propose new framing.
2. Preserve slides that are still structurally correct rather than rebuilding what doesn't need it.

#MY DETAILS:
- Paste or describe your old deck: [PASTE YOUR OLD DECK CONTENT]
- What's changed since it was last used: [E.G. "WE HIT OUR TARGET, NOW THE ASK IS FOR NEXT YEAR'S BUDGET, NOT APPROVAL"]

#RESPONSE FORMAT:
Return the updated deck slide by slide, with a note flagging which slides had framing changes versus just data updates.
Get IndepthA hunt for slides quietly still making the old argument
#CONTEXT:
The riskiest slides are the ones that look fine but are still built on an assumption that's no longer true, and those are the easiest to miss on a quick pass.

#ROLE:
Stay in character as the same strategist, someone who specifically hunts for stale assumptions hiding inside otherwise-fine slides.

#RESPONSE GUIDELINES:
1. Reread the updated deck specifically looking for any slide that still implies or assumes something from the old context, even subtly.

#TASK CRITERIA:
1. Call out implied assumptions, not just factual errors, a slide can be factually accurate and still built on old logic.

#RESPONSE FORMAT:
Return any flagged slides with the outdated assumption named and a suggested rewrite.
Create A Reusable SystemA refresh checklist for this recurring deck
#CONTEXT:
This deck will need refreshing again, and I want a repeatable process instead of starting the audit from scratch each time.

#ROLE:
Stay in character as the same strategist.

#RESPONSE GUIDELINES:
1. Turn this into a reusable refresh template for this deck, [DECK NAME OR TYPE].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Keep the stale-assumption audit as a standing step, not optional.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Gamma, Microsoft Copilot (PowerPoint), Claude, ChatGPT, Gemini

Presentations (continued)

5 guides
Presentations

How to turn data into charts for presentations without touching design

Building charts manually in Excel and then reformatting them to fit a slide is one of the more tedious parts of putting together a data-driven presentation.

Eaton and other Microsoft 365 Copilot users now describe the visual they want in plain language, something like a bar chart of Q3 sales by region, and get a presentation-ready graphic generated directly.

How to do it

  1. Identify the specific comparison or trend you want your audience to see, before opening any chart tool.
  2. Describe it to AI, specifying the data source and what you want highlighted.
  3. Check the generated chart against the raw numbers to confirm it represents the data accurately.
  4. Ask for a different chart type if the first one does not make the point clearly enough.
  5. Reuse this as your default first step for any data visual, instead of starting in a spreadsheet.

Copy-paste prompts

Quick WinA presentation-ready chart matched to the point you're making
#CONTEXT:
I know what comparison or trend I want to show, but building it in Excel and reformatting it to fit a slide eats time that should go into deciding what the data actually means.

#ROLE:
Act as a data visualization specialist who builds charts for executive presentations, someone who's learned that the most common chart mistake isn't ugly design, it's picking the wrong chart type entirely, a bar chart when the point is a trend, or five series crammed onto one chart that makes the actual takeaway invisible.

#RESPONSE GUIDELINES:
1. Identify the specific point I want the audience to take away before choosing a chart type.
2. Recommend the chart type that best makes that specific point, and generate it from the data provided.

#TASK CRITERIA:
1. If the requested chart type doesn't fit the point being made, say so and recommend a better one instead of just building what was asked.
2. Keep the chart to what a viewer can read in 3 seconds, cut series or categories that clutter the takeaway.

#MY DETAILS:
- Your data: [PASTE YOUR DATA]
- The specific point you want this chart to make: [E.G. "Q3 SALES GREW FASTEST IN THE WEST REGION"]

#RESPONSE FORMAT:
Return the recommended chart type with reasoning if it differs from what was implied, plus the chart data structured and ready to build.
Get IndepthA 3-second read test to confirm the chart actually lands
#CONTEXT:
A chart only works if someone can get the point in 3 seconds without needing me to explain it live, and I can't tell if it passes that test since I already know what it's supposed to say.

#ROLE:
Stay in character as the same specialist, someone who tests every chart with a "cover the title and see if it still lands" check.

#RESPONSE GUIDELINES:
1. Describe what a first-time viewer would take away from this chart with no caption or explanation.
2. If that takeaway doesn't match the intended point, suggest a specific fix, axis, labeling, or chart type.

#TASK CRITERIA:
1. Be honest if the chart doesn't clearly make the point, don't rubber-stamp your own first answer.

#RESPONSE FORMAT:
Return the likely first-glance takeaway, whether it matches the intended point, and the fix if needed.
Create A Reusable SystemA chart-type playbook for your recurring reports
#CONTEXT:
I build this same kind of chart for recurring reports, and want a quick way to pick the right chart type without relearning this each time.

#ROLE:
Stay in character as the same specialist.

#RESPONSE GUIDELINES:
1. Build a short reusable playbook mapping common point-types (trend, comparison, breakdown, outlier) to the chart type that best makes each one.

#TEMPLATE CRITERIA:
1. Keep it concise enough to reference quickly, not a full design guide.

#RESPONSE FORMAT:
Return a single reusable block, organized as: point type → best chart type → why.

Tools: Microsoft Copilot (Excel and PowerPoint), Claude, ChatGPT, Julius AI

Presentations

How to get speaker notes drafted directly from your slides instead of scripting them the night before

Writing speaker notes is often left until the last minute, which means talking points get rushed and disconnected from what is actually on the slide.

Microsoft 365 Copilot users draft speaker notes directly from an existing deck, having AI generate talking points per slide that the presenter then edits into their own voice.

How to do it

  1. Upload your finished or near-finished deck to an AI tool.
  2. Ask it to draft speaker notes for each slide, specifying your tone (formal, conversational, persuasive). Share previous transcripts or notes as a reference, if available.
  3. Read through the notes as if you were presenting live, and mark anything that does not sound like you.
  4. Personalize two or three key slides with your own framing or examples.
  5. Practice once with the AI-drafted notes before deciding what to cut or keep.

Copy-paste prompts

Quick WinSpeaker notes drafted directly from your slides
#CONTEXT:
I always leave speaker notes until the last minute, which means talking points get rushed and disconnected from what's actually on the slide, especially the night before a presentation.

#ROLE:
Act as a presentation coach who drafts speaker notes for executives, someone who's learned that generic AI-sounding notes are worse than no notes at all, a presenter stumbling over unfamiliar phrasing live reads as less confident than one riffing naturally off a bare slide.

#RESPONSE GUIDELINES:
1. Read each slide and draft speaker notes that expand on the headline without just repeating what's already on the slide.
2. Match the tone specified.

#TASK CRITERIA:
1. Write notes as talking points, not a script to read word for word, short phrases a presenter can glance at and speak naturally from.
2. Don't restate what's visually obvious from the slide, add the context or transition the slide alone doesn't carry.

#MY DETAILS:
- Your slide content or deck: [PASTE YOUR SLIDES]
- Your tone: [E.G. "CONVERSATIONAL" OR "FORMAL AND PERSUASIVE"]

#RESPONSE FORMAT:
Return notes per slide, each as 2-3 short talking-point phrases, not full sentences to read aloud.
Get IndepthPersonalized with your real examples, plus the hardest slide flagged
#CONTEXT:
Generic notes get you through a slide, but the moments that actually land are the ones with a real example or story, those don't come from the deck, they come from me.

#ROLE:
Stay in character as the same coach, someone who knows the two or three slides that matter most deserve a personal anecdote, not just a talking point.

#RESPONSE GUIDELINES:
1. Identify the 2 slides where a personal example or story would land better than a generic talking point.
2. Ask me for a real example for those slides and weave it into the notes.

#TASK CRITERIA:
1. Pick slides where the argument benefits most from a concrete example, not just any slide.
2. Also flag the single hardest slide to present live, the one most likely to trip up the presenter, and suggest a simpler way to say it out loud.

#MY DETAILS:
Real examples or stories for the flagged slides, if you have them: [YOUR EXAMPLES]

#RESPONSE FORMAT:
Return the 2 personalized slides with notes woven in, plus the flagged hardest slide with a simplified way to say it.
Create A Reusable SystemA notes style guide that matches your voice
#CONTEXT:
I present regularly, and want speaker notes that consistently sound like me instead of restarting this process each time.

#ROLE:
Stay in character as the same coach.

#RESPONSE GUIDELINES:
1. Build a short reusable style guide capturing how I naturally talk, pacing, phrases I use, tone, so future notes need less personalizing.

#TEMPLATE CRITERIA:
1. Keep it concise, a quick reference, not a full guide.

#RESPONSE FORMAT:
Return the finished style guide as a single reusable block.

Tools: Microsoft Copilot (PowerPoint), Claude, ChatGPT, Gemini

Data & Spreadsheets

7 guides
Data & Spreadsheets

How to work with data in Excel without knowing a single formula

Most professionals who work in spreadsheets are not analysts, they just need to understand what a set of numbers means well enough to make a decision or write a summary.

Eaton employees now ask Copilot in Excel plain-language questions like show Q3 sales trends as a chart, and get an explanation and visualization back without needing to know how to build either manually.

How to do it

  1. Open a spreadsheet you use often and pick a question you have always wondered about but never dug into.
  2. Ask AI: What are the three biggest trends in this data.
  3. Cross-check one or two of the claims against the raw numbers to build trust in the answer.
  4. Ask a follow-up question based on what surprised you in the first answer.
  5. Make this your default first step before building any manual chart or pivot yourself.

Copy-paste prompts

Quick WinA plain-language answer with an honest confidence check
#CONTEXT:
I work with spreadsheets I don't fully understand, and getting a confident answer to a real question, what's actually going on here, usually means learning to build a chart or pivot first just to ask a simple question.

#ROLE:
Act as a data analyst who translates raw numbers for people who aren't analysts, someone who's learned that the real risk isn't giving a wrong answer, it's giving a confidently-worded answer built on a shaky read, mistaking a seasonal blip for a real trend, or a small sample for a reliable pattern.

#RESPONSE GUIDELINES:
1. Read the data and answer the specific question asked, in plain language.
2. State your confidence in the answer and why, not just the answer itself.

#TASK CRITERIA:
1. If the pattern could plausibly be a fluke, a small sample, or one outlier skewing it, say so explicitly rather than presenting it as a clean trend.
2. Avoid analyst jargon, explain findings the way you'd explain them to a colleague over coffee.

#MY DETAILS:
- Paste or describe your data: [PASTE YOUR DATA OR DESCRIBE THE SHEET]
- Your specific question: [E.G. "WHAT ARE THE BIGGEST TRENDS IN THIS DATA?"]

#RESPONSE FORMAT:
Return the answer in plain language, followed by a one-line "Confidence" note explaining any caveat.
Get IndepthA decision brief, what to actually do about it
#CONTEXT:
Knowing the trend doesn't tell me what to do about it, and translating "sales dipped in the West" into an actual decision is where I usually get stuck, the analysis was never the hard part.

#ROLE:
Stay in character as the same analyst, someone who never hands back a finding without also handing back the decision it implies, a number without a recommendation just becomes a slide nobody acts on.

#RESPONSE GUIDELINES:
1. Translate the finding from Step 1 into a specific recommendation: what should change, and what happens if nothing does.

#TASK CRITERIA:
1. State the recommendation as an action, not a restatement of the data.
2. Name the real trade-off or risk in the recommendation, don't present it as risk-free.
3. Name one specific data point that, if it turned out to be wrong, would change your recommendation.

#MY DETAILS:
Any constraint on possible actions, like budget, timing, or authority: [OPTIONAL]

#RESPONSE FORMAT:
Return the recommendation, the trade-off, and the one data point that would change your mind.
Create A Reusable SystemA standing set of questions for this sheet
#CONTEXT:
I probably come back to this same sheet or type of sheet regularly, and want a standard set of questions I always run instead of starting cold each time.

#ROLE:
Stay in character as the same analyst.

#RESPONSE GUIDELINES:
1. Build a short reusable list of the 3-4 questions worth asking this data every time it's updated.

#TEMPLATE CRITERIA:
1. Keep it specific to this data type, not generic "check trends" advice.

#RESPONSE FORMAT:
Return the finished list as a single reusable block.

Tools: Microsoft Copilot (Excel), Claude, ChatGPT, Gemini, Julius AI

Data & Spreadsheets

How to let AI write Excel formulas for you

The typical Excel struggle is not knowing what result you want, it is remembering the exact syntax to get there, so people end up copying formulas from old spreadsheets or forum posts and adapting them by trial and error.

Employees at Eaton and across companies now skip that step entirely, typing something like calculate average deal size by region straight into Excel's Copilot pane and getting a working formula or pivot without ever touching syntax.

How to do it

  1. Think of one calculation you have always done manually or had to look up how to do.
  2. Describe the goal in plain English rather than searching for the formula name.
  3. Test the result on a small sample of data you can check by hand before trusting it on the full sheet.
  4. If something looks off, describe the problem in plain language rather than debugging the formula yourself.
  5. Save the prompt, not just the formula, so you can regenerate or adapt it fast in a different spreadsheet later.

Copy-paste prompts

Quick WinA working formula from a plain-language description
#CONTEXT:
I know what I want to calculate, I just don't remember the exact formula syntax, and I end up hunting through old spreadsheets or forum posts to reverse-engineer something close.

#ROLE:
Act as a spreadsheet formula specialist who has debugged more broken formulas than they can count, someone who's learned that formulas rarely fail loudly, they fail silently, quietly producing a wrong number that looks plausible because no one specified how to handle a blank cell or a duplicate.

#RESPONSE GUIDELINES:
1. Translate my plain-language goal into a working formula.
2. Ask about edge cases relevant to this specific calculation before finalizing it, blanks, text-formatted numbers, duplicates.

#TASK CRITERIA:
1. Explain what the formula does in plain language alongside the formula itself, not just the syntax.
2. Flag any assumption you made about the data, such as "assumes column B has no blanks," so I can confirm it's true.

#MY DETAILS:
- What you want to calculate, in plain English: [E.G. "AVERAGE DEAL SIZE BY REGION"]
- Which columns or sheet this applies to: [DESCRIBE YOUR DATA LAYOUT]

#RESPONSE FORMAT:
Return the formula, a plain-language explanation of what it does, and a list of assumptions made about the data.
Get IndepthStress-tested against your data's actual messy rows
#CONTEXT:
A formula that works on clean sample rows can still break silently on the messy rows further down the sheet, blanks, duplicate entries, numbers stored as text.

#ROLE:
Stay in character as the same specialist, someone who never trusts a formula until it's been checked against the ugly rows, not just the clean ones.

#RESPONSE GUIDELINES:
1. Given the assumptions flagged in Step 1, tell me exactly which edge cases in my actual data could break this formula.
2. Adjust the formula to handle them, or tell me explicitly if it's safer to clean the data first.

#TASK CRITERIA:
1. Be specific about the failure mode, not "this might not work," say what value it would silently produce and why that's wrong.

#MY DETAILS:
Any known messiness in your data, blanks, mixed formats, duplicates: [YOUR NOTES]

#RESPONSE FORMAT:
Return the edge cases found, the updated formula, and a one-line note on any that are safer to fix in the data than the formula.
Create A Reusable SystemA personal formula library
#CONTEXT:
I redo similar calculations across different spreadsheets, and want a running library of prompts, not just saved formulas, since the formula alone doesn't travel well between sheets with different layouts.

#ROLE:
Stay in character as the same specialist.

#RESPONSE GUIDELINES:
1. Build a short reusable library entry for this calculation, including the prompt, not just the formula, so it can be regenerated for a new sheet layout.

#TEMPLATE CRITERIA:
1. Keep it concise: the prompt, what it computes, and known edge cases to check for.

#RESPONSE FORMAT:
Return the finished library entry as a single reusable block.

Tools: Microsoft Copilot (Excel), ChatGPT, Claude, Gemini

Data & Spreadsheets

How to pivot or build spreadsheets without touching a single formula

Building a pivot table from a raw data export requires knowing which fields to group, which to summarize, and how to structure it, a small but real skill barrier that trips up a lot of professionals.

Eaton's Microsoft 365 Copilot deployment covers this too, where employees describe what they want to see, such as total spend by department by month, and get a working pivot table generated directly inside Excel.

How to do it

  1. Open a raw data export you need to summarize and identify what you actually want to see grouped together.
  2. Describe the summary you want in plain English, specifying what to group by and what to total or average.
  3. Check the resulting pivot against a manual spot-check of two or three rows to confirm accuracy.
  4. Ask for a different grouping if the first version does not answer your actual question.
  5. Reuse this approach any time you get a new raw data file instead of building the pivot manually.

Copy-paste prompts

Quick WinA working pivot summary from a plain-language description
#CONTEXT:
I have a raw data export and a business question, but building the right pivot means knowing which fields to group and summarize, and I usually end up guessing and rebuilding it two or three times.

#ROLE:
Act as a data analyst who has cleaned up hundreds of ad hoc pivot requests, someone who's learned that the real skill isn't building a pivot table, it's translating a vague question like "how are we doing by region" into the exact grouping and aggregation that actually answers it.

#RESPONSE GUIDELINES:
1. Read my raw data and question, and identify the exact grouping and aggregation (sum, average, count) that answers it.
2. Generate the summary in that structure.

#TASK CRITERIA:
1. If my question is ambiguous about what "doing well" or similar means, ask me to clarify rather than guessing which metric I mean.
2. Flag if the raw data is missing a field needed to answer the question properly.

#MY DETAILS:
- Your raw data: [PASTE OR DESCRIBE YOUR DATA]
- What you actually want to see: [E.G. "TOTAL SPEND BY DEPARTMENT BY MONTH"]

#RESPONSE FORMAT:
Return the summary as a table, plus a one-line note on the grouping and aggregation logic used.
Get IndepthA second cut that catches grouping artifacts
#CONTEXT:
A pivot table can be technically correct and still misleading, purely because of how the grouping happens to slice the data, and the only real way to catch that is to check the same question a different way.

#ROLE:
Stay in character as the same analyst, someone who never trusts a single cut of the data, they always double-check a summary using at least one meaningfully different grouping before presenting it as fact.

#RESPONSE GUIDELINES:
1. Recompute the same underlying question using a different, meaningfully different grouping or time window than Step 1 used.
2. Compare the two results directly.

#TASK CRITERIA:
1. Choose an alternate cut that would genuinely stress-test the finding, not a cosmetic variation that's basically the same grouping.
2. If the two cuts agree, say so plainly, that's useful confirmation, not a wasted step.

#RESPONSE FORMAT:
Return both cuts side by side and a one-line verdict on whether they tell the same story.
Create A Reusable SystemA template for this recurring data export
#CONTEXT:
I get this same kind of raw export and question on a recurring basis.

#ROLE:
Stay in character as the same analyst.

#RESPONSE GUIDELINES:
1. Turn this into a reusable template for [DATA TYPE, E.G. "MONTHLY SPEND EXPORTS"].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Keep the second-cut verification as a standard part of the template.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot (Excel), Claude, ChatGPT, Gemini

Data & Spreadsheets

How to find duplicated data in Excel and clean it in seconds

Raw data exports are rarely clean. Duplicate entries, inconsistent formatting, and missing values are the norm, and cleaning them manually before any real analysis can happen is tedious, unglamorous work.

Eaton uses Microsoft 365 Copilot in Excel to identify duplicates, inconsistent entries, and formatting issues automatically instead of a person hunting for them row by row.

How to do it

  1. Take a messy data export you have been putting off cleaning.
  2. Ask AI to identify duplicates, inconsistent entries, and formatting issues in the data.
  3. Review the flagged issues before accepting any automatic fixes, since some apparent duplicates may be intentional. See how relavant the patterns are for your work.
  4. Apply the fixes and spot-check a handful of rows against the original file. Ask AI to document its learnings as a file for future use.
  5. Build this into your standard first step whenever you receive a new raw data file.

Copy-paste prompts

Quick WinA flagged list of data issues, nothing auto-applied
#CONTEXT:
Raw data exports are rarely clean, duplicates, inconsistent formatting, missing values, and cleaning them manually before real analysis can happen is tedious, unglamorous work I keep putting off.

#ROLE:
Act as a data quality specialist who has cleaned messy exports for years, someone who's learned that the real danger in data cleaning isn't missing a duplicate, it's the opposite, merging two records that only look like duplicates, same name, different person, and quietly losing real data.

#RESPONSE GUIDELINES:
1. Review the data and identify duplicates, inconsistent formatting, and missing values.
2. Flag each issue individually with your confidence level, don't auto-apply any fix.

#TASK CRITERIA:
1. For anything that looks like a duplicate, state your confidence and what would confirm or rule it out, don't treat all matches as equally certain.
2. Distinguish real data problems from things that might be intentional, such as same name but a different account.

#MY DETAILS:
- Paste or describe your data: [PASTE YOUR DATA]
- Anything you know could look like a false duplicate: [OPTIONAL, E.G. "WE HAVE MULTIPLE CLIENTS WITH THE SAME COMPANY NAME"]

#RESPONSE FORMAT:
Return a table: Issue, Rows Affected, Confidence, Recommended Action (fix / verify manually / leave as-is).
Get IndepthThe ambiguous cases resolved with real answers, not guesses
#CONTEXT:
The flagged items marked "verify manually" are exactly the ones a rushed cleanup would get wrong, and I need the actual judgment call made correctly, not defaulted.

#ROLE:
Stay in character as the same specialist, someone who asks the right question rather than guessing on ambiguous cases.

#RESPONSE GUIDELINES:
1. For each item flagged "verify manually," ask me the specific question that would resolve it.

#TASK CRITERIA:
1. Keep questions specific and answerable in one line, not open-ended.

#MY DETAILS:
Your answers to the flagged items: [YOUR ANSWERS]

#RESPONSE FORMAT:
Return the final resolution for each flagged item based on my answers, and the fully cleaned data summary.
Create A Reusable SystemA data-quality checklist for this recurring source
#CONTEXT:
This same data source will send me messy exports again, and I want AI to already know my specific false-duplicate risks next time.

#ROLE:
Stay in character as the same specialist.

#RESPONSE GUIDELINES:
1. Turn this into a reusable cleaning checklist for [DATA SOURCE, E.G. "MONTHLY CRM EXPORTS"], baking in my known false-duplicate risks.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Include known risks as permanent context, not something I re-explain each time.

#RESPONSE FORMAT:
Return the finished checklist as a single reusable block.

Tools: Microsoft Copilot (Excel), ChatGPT (Data Analysis), Claude, Gemini

Data & Spreadsheets (continued)

7 guides
Data & Spreadsheets

How to update reports with a few minor edits instead of building from scratch

Corporate teams have long dealt with a specific kind of busywork: pulling the same numbers from the same systems into the same report format, week after week, where the actual analysis often takes less time than the assembly.

Accenture employees use Copilot-style workflows to compile these recurring reports directly from source data, shifting the person's role from assembling the report to reviewing and interpreting it.

How to do it

  1. Pull your last two or three versions of the same recurring report side by side.
  2. Identify what is identical every time versus what actually changes, then write a reusable prompt template around that structure.
  3. Run it once against this cycle's real data and compare the output line by line to what you would have written manually.
  4. Refine the prompt based on whatever needed the most manual correction, whether tone, missing context, or wrong emphasis.
  5. Save the finalized prompt as a template so every future cycle takes minutes instead of the hour or more it used to take.

Copy-paste prompts

Quick WinA reusable prompt template built from your report's real pattern
#CONTEXT:
I pull the same numbers into the same report format every cycle, and the actual analysis takes less time than the assembly, and I keep rebuilding the structure instead of automating the repeatable part.

#ROLE:
Act as an operations analyst who has automated recurring reporting for corporate teams, someone who's learned that the real risk in automating a report isn't the automation itself, it's accidentally baking in this cycle's one-off exception as if it were the permanent rule.

#RESPONSE GUIDELINES:
1. Compare my last two or three versions of this report and identify what's structurally identical every time versus what genuinely changes.
2. Build a reusable prompt template around the stable structure.

#TASK CRITERIA:
1. Explicitly call out anything that looks like it might be a one-time exception rather than a permanent part of the structure, and ask me to confirm.
2. Keep the template focused on assembly, leave interpretation and framing as something I add each cycle, not something baked in.

#MY DETAILS:
- Paste your last 2-3 versions of this report: [PASTE YOUR PAST REPORTS]

#RESPONSE FORMAT:
Return the reusable prompt template, plus a short list of anything you weren't sure was permanent versus one-time.
Get IndepthRun against real data and checked line by line
#CONTEXT:
A template that looks right in theory needs to prove itself against a real cycle before I trust it going forward.

#ROLE:
Stay in character as the same analyst, someone who never trusts a new template until it's been run once for real and checked line by line.

#RESPONSE GUIDELINES:
1. Run the template against this cycle's real data.
2. Compare the output to what you'd expect a careful analyst to write by hand, and flag anything that needed correction.

#TASK CRITERIA:
1. Be specific about what needed correction, wrong emphasis, missing context, tone, not just "looks fine."

#MY DETAILS:
This cycle's real data: [PASTE YOUR DATA]

#RESPONSE FORMAT:
Return the generated report, plus a short list of what needed correction and why.
Create A Reusable SystemThe finalized template, corrected and locked in
#CONTEXT:
This cycle's corrections should make the template better for every future cycle, not just this one.

#ROLE:
Stay in character as the same analyst.

#RESPONSE GUIDELINES:
1. Fold the corrections from Step 2 into a finalized version of the template.

#TEMPLATE CRITERIA:
1. Keep the template focused on structure.
2. Note any correction that was cycle-specific versus one that should be permanent going forward.

#RESPONSE FORMAT:
Return the finalized template as a single reusable block.

Tools: Microsoft Copilot, Claude Projects, ChatGPT (Custom GPTs), Gemini

Data & Spreadsheets

How to build a project tracker or checklist in minutes by just describing what you need

Setting up a new project tracker, whether a simple checklist or a more detailed timeline with owners and dates, is a small setup task that most professionals redo from scratch for every new project.

Microsoft uses Copilot in Planner to let a person describe the tracker they need in plain language and get a structured plan with the right tasks and buckets generated directly.

How to do it

  1. Describe the project or process you need to track in three or four sentences.
  2. Ask AI to draft a tracker or checklist with the columns you need: owner, status, due date, or whatever fits your workflow.
  3. Review the structure against a past project you have run, to check if anything important is missing.
  4. Adjust the categories or columns based on what you know about this specific project's risks. Take your team's feedback as well, since they will use the tracker actively.
  5. Reuse the same prompt structure for your next project, adjusting only the specifics.

Copy-paste prompts

Quick WinA structured tracker built from a plain description
#CONTEXT:
I need a new project tracker, and setting one up, deciding columns, structure, is a small task I redo from scratch for every new project even though most of them end up looking similar.

#ROLE:
Act as a project operations consultant who has set up trackers for dozens of projects, someone who's learned that the real failure mode isn't a missing column, it's a tracker nobody actually updates because its structure doesn't match how the team really works day to day.

#RESPONSE GUIDELINES:
1. Read my project description and draft a tracker structure with the right columns for this specific project.
2. Include only columns that will actually get updated, not every field that could theoretically be useful.

#TASK CRITERIA:
1. Ask about how the team actually tracks status today (a word, a percentage, a color) rather than assuming a standard set of status values.
2. Flag if the project sounds like it needs a simple checklist versus a more detailed tracker with owners and dates, don't over-build a simple project.

#MY DETAILS:
- Describe your project in a few sentences: [YOUR PROJECT DESCRIPTION]
- How your team currently tracks status, if at all: [OPTIONAL]

#RESPONSE FORMAT:
Return the tracker as a table with column headers and 1-2 example rows filled in.
Get IndepthA one-week simulation of what your team would actually skip
#CONTEXT:
A tracker only works if people actually update it, and the way to find out if it'll get used is to imagine a real week of activity running through it, not just review the column headers.

#ROLE:
Stay in character as the same consultant, someone who mentally runs a tracker through a rough week before calling it done, because that's when you find the column nobody bothers filling in.

#RESPONSE GUIDELINES:
1. Walk through a realistic week of this project's activity and simulate what someone would actually enter into each column.
2. Identify any column that would likely get skipped, guessed at, or left blank in real use.

#TASK CRITERIA:
1. Be honest about which fields are genuinely low-friction to update versus which ones require someone to stop and think, those get skipped first.
2. Suggest simplifying or removing any column likely to go unused, rather than just noting the problem.

#MY DETAILS:
A realistic week of activity for this project, if you can describe one: [OPTIONAL]

#RESPONSE FORMAT:
Return the simulated week's entries, any columns flagged as likely to be skipped, and a suggested fix for each.
Create A Reusable SystemA tracker template for this type of project
#CONTEXT:
I'll run similar projects again, and want to start from this structure instead of rebuilding it.

#ROLE:
Stay in character as the same consultant.

#RESPONSE GUIDELINES:
1. Turn this into a reusable tracker template for [PROJECT TYPE].

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Keep the one-week usage simulation as a standard part of the template.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot, ChatGPT, Notion AI, Gemini

Data & Spreadsheets

How to let reports update themselves on schedule

Beyond a single recurring report, some teams need something that stays current continuously rather than being rebuilt on a schedule.

Bank of America uses CashPro Forecasting with corporate treasury clients, now used by more than 3,000 clients and collectively saving over 250,000 hours of manual forecasting work.

How to do it

  1. Identify one report or forecast you currently rebuild manually on a recurring basis.
  2. Work with AI to define the structure once: what data feeds it, what it should calculate, and how it should be presented. You can ask AI what is the most secure way to pull the relevant data.
  3. Test it against your last cycle's real numbers to confirm the logic holds up.
  4. Set up a simple process for feeding it new data each cycle, whether manually pasted or connected to a live source.
  5. Revisit the model every few months to confirm it still reflects how your team actually makes decisions.

Copy-paste prompts

Quick WinA defined structure for a self-updating report or forecast
#CONTEXT:
I currently rebuild the same report or forecast manually every cycle, and I want something that stays current continuously instead of being rebuilt from scratch each time.

#ROLE:
Act as an automation consultant who has built continuously-updating reports and forecasts, someone who's learned that the real risk in these systems isn't the initial build, it's model drift, the logic quietly becoming wrong as the business changes while the automation keeps running without complaint.

#RESPONSE GUIDELINES:
1. Define the structure once: what data feeds it, what it should calculate, and how it should be presented.
2. Specify what would make this logic go stale, and how I'd know.

#TASK CRITERIA:
1. Be explicit about the assumptions baked into the logic, such as "assumes Q4 seasonality stays consistent with prior years," these are exactly what breaks silently later.
2. Suggest a simple, realistic way to feed it new data each cycle, given what I describe about my current process.

#MY DETAILS:
- What report or forecast you currently rebuild manually: [DESCRIBE IT]
- How you currently get the underlying data: [YOUR PROCESS]

#RESPONSE FORMAT:
Return the defined structure, the assumptions baked into it, and a suggested process for feeding new data each cycle.
Get IndepthA drift check against last cycle's real numbers
#CONTEXT:
The logic looked right when I defined it, but the real test is whether it still produces a sensible answer once real, current numbers run through it.

#ROLE:
Stay in character as the same consultant, someone who never trusts a model until it's been checked against a real recent cycle.

#RESPONSE GUIDELINES:
1. Run the defined structure against last cycle's real numbers.
2. Compare the output to what actually happened, and flag if any assumption from Step 1 is already showing signs of being wrong.

#TASK CRITERIA:
1. Be specific about which assumption is drifting and why, not just "results look off."

#MY DETAILS:
Last cycle's real numbers and actual outcome: [PASTE YOUR DATA]

#RESPONSE FORMAT:
Return the comparison, any assumption showing drift, and a recommended adjustment.
Create A Reusable SystemA periodic review habit for the model
#CONTEXT:
A model like this will drift again eventually, and I want a standing checkpoint instead of finding out it's wrong the hard way.

#ROLE:
Stay in character as the same consultant.

#RESPONSE GUIDELINES:
1. Build a short reusable review checklist I can run every few months to confirm the model still reflects how the business actually works.

#TEMPLATE CRITERIA:
1. Keep it concise, focused on the assumptions most likely to go stale.

#RESPONSE FORMAT:
Return the finished checklist as a single reusable block.

Tools: Microsoft Copilot, Claude, ChatGPT, Zapier AI

Learning & Knowledge

4 guides
Learning & Knowledge

How to turn policy documents into actionable training modules

Training content is oddly hard to produce fast, because the source material, like a policy document, is written for reference, not for teaching.

The same internal LLM Suite JPMorgan Chase employees use to draft memos and decks can just as easily take a source document and turn it into a lesson summary, key takeaways, and a short assessment, cutting what used to be days of writing into a first draft in minutes.

How to do it

  1. Pick one policy or process document that people currently learn about only by asking a colleague.
  2. Prompt AI with the document attached to generate a plain-language summary, key takeaways, and a short quiz.
  3. Read it as if you are a brand-new employee with zero context, and flag anything that assumes prior knowledge.
  4. Send the specific gaps back to AI for revision, rather than rewriting them yourself.
  5. Test it on one real new hire, use their questions to catch what is still missing, and reuse the approach for your next policy update.

Copy-paste prompts

Quick WinA training module built from a reference document
#CONTEXT:
I have a policy or process document that people currently only learn about by asking a colleague, and turning reference material into something teachable normally takes days of dedicated writing.

#ROLE:
Act as an instructional designer who has converted reference documents into training material for years, someone who's learned that policy docs are written to be looked up, not learned from in order, so the real job is finding the natural teaching sequence hidden inside a document that wasn't built to have one.

#RESPONSE GUIDELINES:
1. Read the full document and identify the natural teaching order, not just the document's existing section order.
2. Produce a plain-language summary, key takeaways, and a short assessment.

#TASK CRITERIA:
1. Sequence concepts so each builds on what came before, don't just summarize section by section in the original document's order.
2. Write assessment questions that test understanding of consequences, what happens if this policy isn't followed, not just recall of facts.

#MY DETAILS:
- Attach or paste your policy or process document: [PASTE YOUR DOCUMENT]
- Who's learning this and why it matters to them: [E.G. "NEW HIRES, THIS AFFECTS THEIR EXPENSE APPROVALS"]

#RESPONSE FORMAT:
Return a plain-language summary, 3-5 key takeaways, and a short quiz with 3-5 questions and answers.
Get IndepthThe edge-case questions this document doesn't cover
#CONTEXT:
A quiz tests whether someone understood what's in the document, but the real gaps show up in the specific situations the document doesn't explicitly cover, that's what actually trips up a new hire.

#ROLE:
Stay in character as the same instructional designer, someone who knows the real test of training material isn't the quiz score, it's whether someone can handle the messy edge case that falls just outside what was written down.

#RESPONSE GUIDELINES:
1. Generate 3 realistic edge-case questions a new hire might have that this document doesn't clearly answer.
2. For each, either answer it using reasonable inference from the document's intent, or flag it as something that needs to go back to a human expert.

#TASK CRITERIA:
1. Pick edge cases that are plausible and specific to this policy, not generic "what if" questions.
2. Be honest about which ones you can't confidently answer from the document alone.

#MY DETAILS:
Any real edge cases you already know come up: [OPTIONAL]

#RESPONSE FORMAT:
Return each edge-case question with either your best inferred answer or a flag that it needs expert input.
Create A Reusable SystemA template for your next policy conversion
#CONTEXT:
Policies get updated, and new ones get written, and I want this conversion process to be repeatable, not a one-off effort.

#ROLE:
Stay in character as the same instructional designer.

#RESPONSE GUIDELINES:
1. Turn this into a reusable template for converting any policy or process document into training material.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Keep the edge-case surfacing step as standard, not optional.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: ChatGPT, Claude, Microsoft Copilot (Word), Notion AI, Gemini

Learning & Knowledge

How to build a knowledge base you can access with one prompt

Every large company has a version of the same problem: policies and procedures exist somewhere, but finding the exact answer to a specific question means manually searching through folders, intranet pages, or asking a colleague who might not know either.

Walmart uses My Assistant, rolled out to 50,000 corporate employees, to summarize documents and answer questions, and Morgan Stanley advisors ask natural-language questions directly to an internal AI assistant, getting a direct, cited answer pulled from the firm's own research and market analysis.

How to do it

  1. Next time you are about to search your company intranet for a policy answer, try asking an AI tool connected to your internal documents instead. Check with companies policies on what data you can share with LLMs, and it's easier if your company has internal tools or enterprise plans.
  2. Phrase the question exactly as you would ask a colleague, in plain language.
  3. Confirm the answer against the source document it references, especially for anything with real consequences.
  4. If the tool cannot find an answer, note the question, since it may be a sign the policy itself needs better documentation.
  5. Make this your default first move before opening a manual search.

Copy-paste prompts

Quick WinA direct, sourced answer with a currency check
#CONTEXT:
Finding an exact policy answer usually means manually digging through folders or asking a colleague who might not know either, and I want a direct, trustworthy answer instead.

#ROLE:
Act as a knowledge management specialist who has set up internal knowledge assistants, someone who's learned that the real risk with these tools isn't failing to find an answer, it's confidently answering from a document that's since been superseded, with neither the tool nor the user realizing it.

#RESPONSE GUIDELINES:
1. Answer my question directly, in plain language.
2. Cite exactly which document or section the answer came from.

#TASK CRITERIA:
1. If there's any chance the source document might be outdated or you can't confirm its currency, say so explicitly rather than answering with false confidence.
2. If you can't find a clear answer, say so directly instead of inferring one from adjacent information.

#MY DETAILS:
- Your question, phrased plainly: [YOUR QUESTION]
- The document(s) or context you're pulling from: [PASTE OR ATTACH YOUR SOURCE MATERIAL]

#RESPONSE FORMAT:
Return the answer, the exact source cited, and a confidence note on whether the source appears current.
Get IndepthUnanswered questions turned into a documentation gap report
#CONTEXT:
Every time this tool can't answer a question, that's not just a dead end for me, it's a signal that the underlying documentation has a real gap worth fixing.

#ROLE:
Stay in character as the same specialist, someone who treats unanswerable questions as the most valuable data a knowledge base can produce.

#RESPONSE GUIDELINES:
1. For any question you couldn't confidently answer, log it as a specific documentation gap.
2. Suggest what the missing document or section should cover to close that gap.

#TASK CRITERIA:
1. Be specific about what's missing, not just "documentation is incomplete."

#MY DETAILS:
A running list of questions you couldn't get clear answers to: [YOUR LIST]

#RESPONSE FORMAT:
Return a table: Unanswered Question, Suggested Missing Content, Priority (based on how often you'd guess this comes up).
Create A Reusable SystemA documentation gap log you keep feeding
#CONTEXT:
This gap-finding is only useful if it turns into an actual improvement to the documentation over time, not a one-time list.

#ROLE:
Stay in character as the same specialist.

#RESPONSE GUIDELINES:
1. Turn this into a reusable running log I update every time I hit an unanswerable question.

#TEMPLATE CRITERIA:
1. Keep it simple enough to add to in seconds, not a heavyweight process.

#RESPONSE FORMAT:
Return the finished log format as a single reusable block.

Tools: Glean, Microsoft Copilot, internal company knowledge assistants, NotebookLM

Learning & Knowledge

How to get a plain-language explanation of a concept outside your expertise before a meeting

Professionals constantly have to get up to speed on topics outside their core expertise, a legal term, a technical system, a financial concept, without the time to take a full course on it.

The same pattern behind JPMorgan Chase's EVEE extends naturally to any unfamiliar concept: describe what you do not understand, and get a plain, concise explanation pitched at your actual level.

How to do it

  1. Before a meeting on an unfamiliar topic, write down the specific terms or concepts you are unsure about.
  2. Ask AI to explain each one in plain language, specifying your existing level of knowledge so the explanation is not too basic or too technical.
  3. Ask a follow-up question on whatever part still feels unclear, since a good explanation should survive a second round of questions.
  4. Note down the explanation somewhere you can find it again, since the same concept will likely come up again.
  5. Build a habit of doing this proactively before meetings rather than trying to follow along in real time.

Copy-paste prompts

Quick WinA plain-language explanation pitched at your actual level
#CONTEXT:
I have a meeting on a topic outside my expertise, a legal term, a technical system, a financial concept, and I don't have time to take a course, I just need to understand enough to participate for real.

#ROLE:
Act as a briefing specialist who has prepped executives on unfamiliar topics before high-stakes meetings, someone who's learned that the real failure isn't misunderstanding a concept, it's understanding it just well enough to nod along, without understanding it well enough to ask a genuinely useful question when it matters.

#RESPONSE GUIDELINES:
1. Explain the concept in plain language, pitched at the level I specify, not too basic, not too technical.
2. Connect it to something I'd already understand, if a useful analogy exists.

#TASK CRITERIA:
1. Don't oversimplify to the point where I'd sound naive if I repeated it back in the meeting.
2. If the concept has a common misconception attached to it, name it directly, that's often what trips people up in the room.

#MY DETAILS:
- The concept or term: [WHAT YOU NEED EXPLAINED]
- Your current level of familiarity: [E.G. "I'VE HEARD THE TERM BUT COULDN'T DEFINE IT"]

#RESPONSE FORMAT:
Return the explanation, plus one common misconception people have about it.
Get IndepthOne sharp question that signals real understanding
#CONTEXT:
Understanding a concept privately is different from being able to use it live in a room, the real test is whether I can ask a question that signals I actually get it, not just that I looked it up.

#ROLE:
Stay in character as the same briefing specialist, someone who always preps a client with one sharp question to ask, not just an explanation to absorb.

#RESPONSE GUIDELINES:
1. Based on the explanation above, draft one genuinely useful question I could ask in the meeting that shows real understanding, not a basic clarifying question.

#TASK CRITERIA:
1. The question should reflect actual engagement with the concept, not just proof I looked it up.
2. Briefly explain why this particular question would land well, so I understand the reasoning, not just repeat the words.

#RESPONSE FORMAT:
Return the question and a one-line explanation of why it signals real understanding.
Create A Reusable SystemA personal glossary you build over time
#CONTEXT:
The same unfamiliar concepts will come up again, from this field or adjacent ones, and I want a running reference instead of relearning them cold each time.

#ROLE:
Stay in character as the same briefing specialist.

#RESPONSE GUIDELINES:
1. Add this concept to a running personal glossary, in the same plain-language format, that I can build up over time.

#TEMPLATE CRITERIA:
1. Keep entries short enough to skim before a meeting, not full explanations to reread.

#RESPONSE FORMAT:
Return a single reusable block, organized as: concept → plain explanation → common misconception.

Tools: Claude, ChatGPT, Microsoft Copilot, Gemini, Perplexity

Learning & Knowledge (continued)

4 guides
Learning & Knowledge

How to build your own AI assistant for the questions you get asked over and over, with no coding required

Some questions come up so often for a specific person or team that a general company-wide tool does not quite fit, the need is narrower and more personal.

Intel built iGPT to solve this at the individual level, letting employees build their own no-code AI assistants for specific repeated needs, with more than 30,000 employees using it monthly and over 7,000 personal assistants built.

How to do it

  1. Identify one question or task you get asked repeatedly that does not have a good existing tool for it.
  2. Use a no-code AI assistant builder to create a simple tool trained on the relevant documents or context you already have.
  3. Test it yourself first with the exact questions you actually get asked.
  4. Share it with your immediate team and gather feedback on where it gives wrong or incomplete answers.
  5. Refine it over a few weeks as you notice new variations of the same underlying question.

Copy-paste prompts

Quick WinA defined scope and starter knowledge base for your assistant
#CONTEXT:
I get asked the same question repeatedly, and it's narrow enough that no general company tool quite fits, but setting up something dedicated feels like a bigger project than it should be.

#ROLE:
Act as a no-code AI assistant consultant who has helped build hundreds of narrow personal or team assistants, someone who's learned that the real risk with these tools isn't getting an answer wrong once, it's getting the same wrong answer confidently and repeatedly because nobody's watching closely enough to catch the pattern.

#RESPONSE GUIDELINES:
1. Based on the repeated question and the context I provide, define the precise scope this assistant should cover, not broader, not narrower.
2. Draft the core instructions and starting knowledge base content for it.

#TASK CRITERIA:
1. Keep the scope narrow and explicit, define what it should NOT try to answer, not just what it should.
2. Build in an instruction for the assistant to say "I'm not sure" rather than guess when a question falls outside its scope.

#MY DETAILS:
- The question or task you get asked repeatedly: [DESCRIBE IT]
- The documents or context it should be trained on: [PASTE OR DESCRIBE YOUR SOURCE MATERIAL]

#RESPONSE FORMAT:
Return the defined scope (in scope / out of scope), the core instructions, and the starting knowledge base content.
Get IndepthAdversarial testing with real, messy phrasing
#CONTEXT:
An assistant that works on the questions I expect isn't proven yet, the real test is the messy, slightly-off version of the question that a real colleague will actually type.

#ROLE:
Stay in character as the same consultant, someone who never ships an assistant without testing it against the awkward, real-world phrasing people actually use, not the clean version you'd write yourself.

#RESPONSE GUIDELINES:
1. Generate 5 realistic test questions, including a couple of messy or ambiguous ones a real person might actually type, and at least one that's clearly outside scope.
2. Simulate how the assistant should respond to each, based on the instructions from Step 1.

#TASK CRITERIA:
1. Include at least one test question designed to see if it wrongly answers something outside its scope, that's the actual failure mode worth catching early.
2. If any simulated response is wrong or overconfident, revise the core instructions to fix it.

#MY DETAILS:
Real example questions you've actually been asked, if you have them: [OPTIONAL]

#RESPONSE FORMAT:
Return the 5 test questions, the simulated response to each, and any revised instructions if a gap was found.
Create A Reusable SystemA review cadence for keeping it accurate
#CONTEXT:
This assistant will keep getting used, and its knowledge base needs to stay current or it becomes another confidently-wrong source instead of a shortcut.

#ROLE:
Stay in character as the same consultant.

#RESPONSE GUIDELINES:
1. Build a short reusable review checklist for periodically checking the assistant's answers against reality.

#TEMPLATE CRITERIA:
1. Keep it lightweight, something you'd actually do monthly, not a formal audit process.

#RESPONSE FORMAT:
Return the finished checklist as a single reusable block.

Tools: Microsoft Copilot Studio, Claude Projects, Custom GPTs

Personal Productivity

4 guides
Personal Productivity

How to start your day knowing exactly what needs your attention first

Most professionals start their day with a long, unranked list of things they could work on, and figuring out what actually matters most often takes longer than it should.

Microsoft and Accenture employees now ask their AI assistant questions like what am I behind on, getting back a prioritized view pulled from calendars, tasks, and deadlines instead of manually sorting through everything themselves.

How to do it

  1. At the start of your day, list everything on your plate, even messily, across your calendar, email, and task list.
  2. Ask AI: given these deadlines and priorities, what should I tackle first, and why. You can even integrate your standup meeting notes so your AI has context about latest projects and developments.
  3. Compare the suggested order against your own instinct and adjust based on context AI would not know.
  4. Pick your top two or three items and commit to them before checking anything else.
  5. Repeat this every morning for two weeks and notice if your actual output improves. Run this on schedule so you have your day planned for you even before you start your workday.

Copy-paste prompts

Quick WinA prioritized top 2-3 for today, with reasoning
#CONTEXT:
I start the day with a long, unranked list across email, calendar, and tasks, and figuring out what actually matters first usually takes longer than it should.

#ROLE:
Act as a chief of staff who has coached executives on daily prioritization for years, someone who's learned that the real risk isn't picking the wrong first task, it's letting whatever LOOKS urgent, a red flag in the inbox, crowd out something quietly important that has no visible deadline pressure yet but matters more.

#RESPONSE GUIDELINES:
1. Read everything on my plate and identify what's genuinely time-sensitive versus what merely feels urgent because it's visible.
2. Recommend my top 2-3 items for today, in order, with reasoning for each.

#TASK CRITERIA:
1. Explicitly flag anything that looks urgent but isn't actually high-stakes, that's the trap worth naming out loud.
2. If something important has no deadline but is quietly slipping, surface it even if nothing is flagging it as urgent.

#MY DETAILS:
- Everything on your plate today, however messy: [PASTE YOUR CALENDAR, TASKS, OPEN EMAILS]
- Anything with stakes AI wouldn't know from the list alone: [OPTIONAL, E.G. "MY MANAGER IS WATCHING THIS ONE CLOSELY"]

#RESPONSE FORMAT:
Return your top 2-3 items in order, each with a one-line reason, then a separate note on anything flagged as "looks urgent, isn't."
Get IndepthA pre-mortem on what could derail today
#CONTEXT:
A good priority list can still get derailed by something predictable, a meeting that runs long, an email that turns into a fire, and I'd rather see that coming than get surprised by it.

#ROLE:
Stay in character as the same chief of staff, someone who always asks "what's most likely to blow up this plan" before the day starts, not after it's already gone sideways.

#RESPONSE GUIDELINES:
1. Based on today's plate, identify the single most likely thing to derail this priority order.
2. Suggest one specific safeguard, a time block, a boundary, a preemptive message, to protect against it.

#TASK CRITERIA:
1. Pick a realistic risk specific to today, not a generic "meetings run over" comment.

#RESPONSE FORMAT:
Return the likely derailment risk and the specific safeguard to protect against it.
Create A Reusable SystemA recurring morning routine
#CONTEXT:
I want this prioritization to happen automatically every morning, not something I remember to do manually.

#ROLE:
Stay in character as the same chief of staff.

#RESPONSE GUIDELINES:
1. Turn this into a reusable morning routine template.

#TEMPLATE CRITERIA:
1. Keep the role, response guidelines, and task criteria fixed.
2. Keep the pre-mortem step as standard, not optional.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot, Claude, ChatGPT, Gemini

Personal Productivity

How to automatically summarize your weekly progress

A weekly status update is almost never hard to write because the thinking is hard, it is hard because the information is scattered across emails, Slack, meeting notes, and a task list, and reconstructing it from memory takes longer than it should.

Employees at Microsoft and Accenture now hand that reconstruction job to their AI assistant, asking things like summarize my week, and get back a pulled-together view of completed work, open threads, and upcoming deadlines.

How to do it

  1. At the end of the week, gather whatever is easy to pull together: your calendar, sent emails, task list, or rough meeting notes. Major tools give you connectors to access tools like Slack and email securely.
  2. Ask AI to summarize this into a status update with sections for completed work, in progress, and blockers. You can even compare this to priority tasks to check how meaningful your progress is.
  3. Check the draft against your own memory of the week and flag anything missing or overstated.
  4. Add whatever is missing directly and ask AI to fold it in.
  5. Make jotting quick notes through the week a habit, even just meeting titles, so the Friday summary needs less editing each time.

Copy-paste prompts

Quick WinA status update that signals real progress, not just activity
#CONTEXT:
A weekly status update is hard not because the thinking is hard, but because the information is scattered across email, Slack, meeting notes, and a task list, and reconstructing it from memory eats real time.

#ROLE:
Act as a chief of staff who has reviewed hundreds of status updates, someone who's learned that the real failure mode isn't missing an update, it's writing one that lists a lot of activity without ever answering the one question that matters: are we actually on track against what we said we'd do.

#RESPONSE GUIDELINES:
1. Pull together the scattered inputs into a status update with completed work, in progress, and blockers.
2. Explicitly assess progress against stated priorities, not just describe activity.

#TASK CRITERIA:
1. Distinguish busy-but-not-load-bearing activity from progress on what actually matters, don't give both equal weight.
2. If something planned didn't happen, say so plainly rather than omitting it.

#MY DETAILS:
- This week's scattered inputs, calendar, emails, notes, task list: [PASTE YOUR MATERIAL]
- What you said you'd prioritize this week, if anything specific: [OPTIONAL]

#RESPONSE FORMAT:
Return sections for Completed, In Progress, and Blockers, plus one line at the top: on track, at risk, or behind, and why.
Get IndepthThe one honest sentence naming what's actually behind
#CONTEXT:
The easy part of a status update is listing what went well, the part I actually struggle with is naming what's behind without it reading as an excuse or triggering unnecessary alarm.

#ROLE:
Stay in character as the same chief of staff, someone who's coached people through writing the one honest sentence about a miss without either downplaying it or sounding defensive.

#RESPONSE GUIDELINES:
1. If anything in the update is behind or at risk, draft the specific sentence naming it clearly.
2. Pair it with the plan to address it, since a named problem with no plan reads worse than the problem itself.

#TASK CRITERIA:
1. Don't soften it into vague language like "facing some challenges," name the actual issue.
2. Don't over-explain or sound defensive, one clear sentence plus the plan is enough.

#MY DETAILS:
What's actually behind or at risk this week, in your own words: [YOUR NOTES]

#RESPONSE FORMAT:
Return the sentence naming the issue and the one-line plan to address it, ready to drop into the update.
Create A Reusable SystemA running notes habit that makes Friday faster
#CONTEXT:
The update gets easier every week if I capture notes as I go instead of reconstructing everything on Friday.

#ROLE:
Stay in character as the same chief of staff.

#RESPONSE GUIDELINES:
1. Build a lightweight template for quick daily notes I can jot in seconds, that feeds directly into Friday's summary.

#TEMPLATE CRITERIA:
1. Keep it to something genuinely fast to fill in daily, not a second status update.

#RESPONSE FORMAT:
Return the finished template as a single reusable block.

Tools: Microsoft Copilot, Claude, ChatGPT, Gemini

Personal Productivity

How to draft your own performance review and track your progress

Writing a self-review is a task most professionals dread, not because they lack accomplishments, but because remembering and articulating a full quarter or year of work under time pressure is genuinely difficult.

Microsoft managers and employees use AI to draft a first pass of performance review content, feeding in rough notes, project names, or even calendar history, and getting back organized, specific language to build from.

How to do it

  1. Gather whatever records you have of the period: project names, completed deliverables, calendar highlights, or manager feedback.
  2. Ask AI to draft a self-review section based on those notes, specifying the format your company uses.
  3. Read the draft and correct anything that overstates or understates what actually happened.
  4. Add specific numbers or outcomes wherever you have them, since concrete detail is what makes a review land well.
  5. Save this approach for your next review cycle, and keep a running note of accomplishments throughout the year to make it even faster.

Copy-paste prompts

Quick WinA specific, quantified first draft of your self-review
#CONTEXT:
Writing a self-review is hard not because I lack accomplishments, but because remembering and articulating a full quarter of work under time pressure is genuinely difficult, and generic bullet points don't do the work justice.

#ROLE:
Act as a career coach who has helped hundreds of people draft self-reviews, someone who's learned that the real failure isn't forgetting an accomplishment, it's describing a real one in language so generic, "worked cross-functionally to improve X," that a manager reading dozens of these won't remember it or be able to advocate for it later.

#RESPONSE GUIDELINES:
1. Read my rough notes and draft self-review content in the format specified.
2. Push every accomplishment toward something specific and, where possible, quantified.

#TASK CRITERIA:
1. Flag any bullet that's still generic and ask me for the specific number, outcome, or detail that would make it concrete.
2. Connect accomplishments to impact, what changed because of this, not just activity, what I did.

#MY DETAILS:
- Your rough notes: projects, deliverables, calendar highlights, feedback: [PASTE YOUR NOTES]
- Your company's review format: [DESCRIBE OR PASTE THE TEMPLATE]

#RESPONSE FORMAT:
Return the drafted review sections, with any generic-sounding bullet flagged and a specific follow-up question to sharpen it.
Get IndepthA manager's skim test, what would actually stick
#CONTEXT:
A manager reading a stack of self-reviews will skim, not study, and what survives the skim is what actually shapes how they remember my year.

#ROLE:
Stay in character as the same coach, someone who always tests a self-review by imagining it being skimmed, not read carefully.

#RESPONSE GUIDELINES:
1. Reread the draft as a busy manager skimming it in under a minute.
2. Identify what would actually stick, and what would get lost in the skim.

#TASK CRITERIA:
1. Be honest about what's forgettable, not just what's technically accurate.
2. Suggest reordering or bolding to make the strongest points survive a skim.

#RESPONSE FORMAT:
Return what would stick, what would get lost, and a suggested reorder or emphasis change.
Create A Reusable SystemA running accomplishments log you keep all year
#CONTEXT:
Next review cycle should be faster than this one, and the only way that happens is if I stop reconstructing a whole quarter from memory.

#ROLE:
Stay in character as the same coach.

#RESPONSE GUIDELINES:
1. Build a lightweight running log template I can add specific accomplishments to as they happen, throughout the year.

#TEMPLATE CRITERIA:
1. Keep entries quick to log, but structured enough, what happened, the number, the impact, to drop straight into a future review.

#RESPONSE FORMAT:
Return the finished log template as a single reusable block.

Tools: Microsoft Copilot, ChatGPT, Claude, Gemini

Personal Productivity

How to get up to speed on a new topic in one prompt instead of reading fifteen articles

Starting a new project or task often requires a burst of research first, reading multiple articles, reports, or internal documents just to understand the landscape before doing any actual work.

Goldman Sachs rolled its GS AI Assistant out firm-wide to roughly 46,000 staff, who use it to condense research and complex documents into a working summary before diving into the detailed work themselves.

How to do it

  1. Before starting a new project or task, list the two or three specific questions you need answered before you can begin.
  2. Ask AI with web search enabled to build a one-page briefing answering those questions.
  3. Verify the two or three most important facts directly against a primary source rather than trusting the summary alone.
  4. Use the briefing as a starting point for your own analysis, not as the final answer.
  5. Keep the briefing saved alongside your project notes in case you need to revisit the context later.

Copy-paste prompts

Quick WinA one-page briefing answering your specific questions
#CONTEXT:
Starting a new project usually means a burst of research first, reading multiple articles or reports just to understand the landscape before doing any real work, and that burst eats real time before the actual work even starts.

#ROLE:
Act as a research analyst who condenses large research volumes into client-ready briefings, someone who's learned that the real risk isn't missing information, it's a confident-sounding briefing built on outdated or contested claims that then quietly shapes every decision built on top of it.

#RESPONSE GUIDELINES:
1. Answer my specific questions directly, in a one-page briefing.
2. Note where sources disagree or where information seems dated, rather than presenting a single smoothed-over narrative.

#TASK CRITERIA:
1. Distinguish well-established facts from claims that are contested, recent, or single-sourced, don't present them with equal confidence.
2. If a question can't be answered confidently, say so rather than filling the gap with a plausible-sounding guess.

#MY DETAILS:
- The 2-3 specific questions you need answered before starting: [YOUR QUESTIONS]
- Any context on why this matters or how you'll use it: [OPTIONAL]

#RESPONSE FORMAT:
Return the one-page briefing, with any contested or uncertain claims explicitly flagged.
Get IndepthThe single most load-bearing claim, verified
#CONTEXT:
Not every claim in the briefing matters equally, one of them is probably doing more work than the rest, if it's wrong, it changes my whole approach, and that's the one worth actually verifying, not skimming past.

#ROLE:
Stay in character as the same analyst, someone who always identifies the single most load-bearing claim before moving forward, rather than treating every fact as equally worth double-checking.

#RESPONSE GUIDELINES:
1. From the briefing above, identify the one claim that, if wrong, would most change my approach to this project.
2. Tell me specifically how to verify it against a primary source.

#TASK CRITERIA:
1. Pick the claim with the most downstream impact, not just the most surprising or interesting one.

#RESPONSE FORMAT:
Return the identified claim, why it's the most load-bearing, and exactly how to verify it.
Create A Reusable SystemA living briefing you update as the project evolves
#CONTEXT:
This topic will likely need revisiting as the project progresses, and I want the briefing to stay useful, not go stale the moment it's written.

#ROLE:
Stay in character as the same analyst.

#RESPONSE GUIDELINES:
1. Turn this into a living briefing format I can update with new questions as the project evolves.

#TEMPLATE CRITERIA:
1. Keep the contested-versus-established distinction as a standing part of the format.

#RESPONSE FORMAT:
Return the finished format as a single reusable block.

Tools: Claude, Perplexity, ChatGPT, Gemini