AI prompts for work

Each prompt has a role, context, task and output format. Replace the placeholders in double braces with your data.

Finance

• Reconcile the trial balance with the bank and source documents
• Categorize a bank statement by cash flow line
• Analyze budget variances, actual versus plan
• Build a 12-week cash flow forecast
• Explain the numbers to the business owner
• Find discrepancies in a counterparty reconciliation statement
• Check a source document for required fields
• Select an audit sample of transactions
• Extract invoices and delivery notes into a spreadsheet
• Check expense reports and receipts
• Calculate product cost
• Build a pricing model
• Write the financial section of a business plan
• Prepare a business case for a project

Legal

• Prepare a reply to a tax authority request
• Run a risk review of a contract for your side
• Write a formal claim letter to a counterparty
• Draft a personal data processing policy
• Write a structured legal memo
• Summarize changes in legislation for colleagues
• Answer a client's tax question
• Draft a request for a private tax ruling
• Redline a contract with tracked changes
• Review an NDA in ten minutes
• Find case law to support a position
• Draft a statement of claim
• Review a batch of contracts for the same risks
• Prepare for a labor inspection

Documents

• Compare two versions of a contract
• Build a quarterly results presentation
• Translate a contract and keep the terminology consistent
• Draft an internal company order
• Write up an audit working paper
• Turn a scanned document into editable text
• Update the accounting policy document
• Write a management letter after an audit
• Log incoming correspondence with a short summary
• Turn a finished document into a presentation
• Build a team knowledge base
• Listen to a long document on the go

Email

• Write a business letter
• Write an overdue payment reminder
• Write an email to a foreign partner in their language
• Write a personal outreach message to a candidate
• Write a rejection email to a candidate
• Clear your morning inbox in half an hour
• Find a meeting time with several participants
• Prepare a cover letter for a document pack

Meetings

• Write meeting minutes from an audio recording
• Run a retrospective and capture the takeaways
• Send action items to participants after a meeting
• Transcribe an audio recording of a conversation

HR

• Write a job ad and a job description
• Screen resumes fairly and without bias
• Build a 30/60/90-day onboarding plan
• Prepare a structured interview
• Frame feedback for an employee
• Design an engagement survey and analyze the answers
• Build a Boolean search string for candidates
• Score candidates after interviews on the same criteria
• Prepare a candidate profile for the hiring client
• Help a laid-off employee with a resume
• Draft an HR order
• Write a formal role description
• Build an HR answer guide for employees

Spreadsheets

• Get a spreadsheet formula from a plain-language request
• Keep a contract register and track deadlines
• Design a KPI dashboard for the business owner
• Classify expenses by category
• Turn a table into a clear chart
• Build an annual vacation schedule
• Check a time and attendance sheet

Research

• Summarize a long PDF
• Analyze customer reviews by topic
• Run a quick counterparty check before a deal
• Build a competitor price review
• Analyze a large data export
• Get a quick answer on foreign law
• Find a document in your drive by its content
• Find research studies on a topic
• Check a claim against the primary source
• Work through a batch of professional articles and keep the essentials

Sales

• Write a customer FAQ
• Write a sales call script
• Write a sales proposal
• Log a call summary in the CRM
• Build a list of B2B prospects by profile
• Write a first email to a B2B prospect
• Answer an RFP or tender questionnaire
• Set up AI answers to customer inquiries

Productivity

• Write AI usage guidelines for your team
• Write a weekly report to your manager
• Write a series of company social media posts
• Build a project plan with phases and owners
• Compile a project status from the team's tasks
• Build a project risk register
• Plan your week in the calendar with focus blocks
• Build a monthly content plan
• Repurpose an article into posts for different networks
• Reply to comments and reviews on social media