How do I write a good AI prompt?

Give it four parts: a Role, the Context it needs, the Task, and the Format you want back. Every template here is built that way, so you can copy one and replace the blanks. The free Prompt Writing 101 lesson practices it.

Can I get a prompt that uses only text messages and voicemail transcripts?

Yes. The "Story told in texts and voicemails" prompt writes a workplace scenario with no narrator, only labeled texts and voicemail transcripts, and you can swap in your own situation and characters.

Do these prompts work in ChatGPT, Claude and Gemini?

Yes. They are plain text, so they work in ChatGPT, Claude, Gemini and Copilot. Check every name, date and number in the answer before you use it.

Free AI prompt templates for small business

Updated October 22, 2026

349 copy-ready prompts for everyday work in ChatGPT, Claude, Gemini or Copilot. Each one is built on Role, Context, Task and Format, explains every blank, shows a filled-in example from a free lesson, and tells you how to check the answer before you use it.

Looking for prompts for your job? Browse AI prompts by role: 30 jobs, from accountants and recruiters to project managers and paralegals, with 10 to 15 copy-ready prompts each.

Prompts for texts, voicemails and messages

Need a prompt that works with text messages and voicemail transcripts, or one that writes a whole story in that format? Start with these. Copy one into ChatGPT, Claude or Gemini and fill in the blanks.

Story told in texts and voicemails prompt: A copy-ready prompt that writes a workplace story using only text messages and voicemail transcripts, for training scenarios and…
After-hours voicemail script prompt: Write your after-hours voicemail greeting: who you are, what counts as an emergency, your safety line, the emergency option and…
Angry customer call talking points prompt: A ChatGPT prompt that preps you to call an upset customer: an opening line, facts to say, your real offer, answers to pushback…
Emergency service request triage prompt: A copy-ready triage prompt that sorts service requests into emergency, same-day and routine, with the rule used. Works for…
One-on-one meeting prep prompt: Prepare a one-on-one from your notes: what you owe them from last time, specific wins, questions that let them talk first, and…
Promotional text message prompt: Write a promotional text for customers who opted in: one offer, the real end date, who it's from and how to opt out, short…

By job

Customer emails

After-hours voicemail script prompt: Write your after-hours voicemail greeting: who you are, what counts as an emergency, your safety line, the emergency option and…
Agent knowledge-base answer prompt: Write one clear question-and-answer for an AI chat agent's knowledge base using only stable facts, so it answers client…
Angry customer call talking points prompt: A ChatGPT prompt that preps you to call an upset customer: an opening line, facts to say, your real offer, answers to pushback…
Appointment reschedule reply prompt: A ChatGPT prompt for replying to a reschedule request with only your real open slots, the right weekday for every date and no…
Auditor document request reply prompt: Reply to an auditor's list of document requests: what is attached, what is coming and when, and what you can't provide, without…
Billing question reply prompt: A ChatGPT prompt for "why was I charged this?" emails: the charge, the correct amount, the reason, the fix as simple math, and…
Bookkeeping client onboarding email prompt: Write the welcome email a new bookkeeping client actually needs: what to send and by when, how to share access safely, billing…
Buyer inquiry reply prompt: Reply to a buyer's listing inquiry from your facts sheet: fees, rules and showing times, with sources instead of opinions on…
Cancellation request reply prompt: A ChatGPT prompt for confirming a cancellation gracefully: what ends and when, any refund in exact dollars, and at most one…
Certificate of insurance request reply prompt: Answer a certificate of insurance request email with a ChatGPT prompt: ask for the holder's details, give a send date you can…
Check reply promises prompt: A ChatGPT prompt that checks a draft before you send it: a table of every promise, the fact behind each, and safer wording for…
Claim denial explanation email prompt: Help a client understand a carrier's claim denial letter: the stated reason, what it quotes from the policy, deadlines and their…
Claim status update email prompt: A ChatGPT prompt for a claim status update email to an insurance client: what moved, who decides what and the next step. No…
Client bookkeeping question reply prompt: Answer a client who asks why a transaction was categorized a certain way, in plain words, with what you know and an offer to…
Client case update email prompt: A four-part prompt for law firm staff: turn a worried client's emails and your firm's facts into a clear case update with no…
Complaint reply four-part prompt: A four-part prompt for your first AI chat: a role, the context, the task and the format, to reply to an unhappy customer and…
Consultation booking confirmation prompt: Confirm a booked consultation in one clear email: date, time and how to join, what to bring, what it costs, and how to…
Coverage question reply prompt: Answer a client's "am I covered?" email honestly: what the declarations page lists, who decides, and how to start a claim. It…
Customer complaint reply prompt: A four-part ChatGPT prompt for answering an upset customer: one real apology, every complaint answered, and only the fixes you…
Customer welcome email prompt: A ChatGPT prompt for a new-customer welcome email: what they signed up for, first steps in order, how to reach a person, and no…
Decline a request politely prompt: A ChatGPT prompt for saying no to a customer clearly and kindly: the no up front, one honest reason, a real alternative, and no…
Deductible explanation for a client prompt: A copy-ready prompt that explains a client's deductible in plain words using only the amounts from their policy, with no…
"Do you service my area?" reply prompt: Answer "do you cover my town?" from your real service area list: a clear yes with how to book, a kind no, or a request for the…
Email shortener prompt: Cut a long email down to what the reader needs without changing a fact, date, price or promise, plus a list of what was removed…
Email thread summary prompt: A ChatGPT prompt that turns a long email thread into a short handoff: the situation, what was promised, each question marked…
Engagement fee increase letter prompt: Tell an accounting client your fee is going up: old fee, new fee, start date, your real reasons and what they do next, in a calm…
Engagement letter draft prompt: Draft an engagement letter from your own approved terms: scope, exclusions, fees and client duties. Gaps get flagged for review…
FAQ from customer emails prompt: Turn a batch of customer emails into an FAQ: the questions people really ask, in their words, answered only from your facts…
FAQ-based customer reply prompt: A copy-ready prompt that answers a customer question using only your FAQ text, so ChatGPT cannot invent policies. Includes a…
Fix reply tone prompt: A ChatGPT prompt that fixes the tone of a draft (too stiff, too defensive, too long) while keeping every fact, number and "we…
Holiday hours announcement prompt: A ChatGPT prompt that turns your holiday schedule into an email, a door sign and a short post, with every date, weekday and hour…
Job completion summary prompt: Turn a technician's closing notes into a clear record for the customer: work done, what was installed and tested, warranty, and…
Late order apology email prompt: A ChatGPT prompt for telling a customer their order is late before they ask: what shipped, what didn't, and only the dates you…
Matter closing letter prompt: Draft the letter that tells a client their matter is closed: what was done, what happens to their files, what stays open, and…
New policy welcome email prompt: Welcome a new policyholder: what they bought, where the documents are, when coverage starts and who to call, without restating…
New service announcement email prompt: Copy a four-part ChatGPT prompt that announces a new service to existing customers: real price, real dates, one call to action…
Office move announcement prompt: Announce an office move to staff and clients: new address, dates, what changes and what stays, plus a short checklist of what…
Out-of-office auto-reply prompt: Write an out-of-office auto-reply for a small business: the dates you're away, who covers what, the urgent option, and when…
Permit and inspection explainer prompt: Explain the permit and inspection on a job to a homeowner: who files it, what the inspector checks, what they must do, and what…
Policy change confirmation email prompt: Confirm a change to an insurance policy in writing: what changed, the effective date and any new amount, using only what the…
Price increase announcement prompt: A ChatGPT prompt for announcing a price increase honestly: the old and new price, the start date, your real reason and how to…
Refund request reply prompt: Reply to a refund request email with your real decision: what you will refund, what you won't and why, the exact amount and next…
Renewal premium change explanation prompt: How to respond to a client's premium increase at renewal: a ChatGPT prompt that explains the change from the carrier's reasons…
Rental property repair coordination prompt: Coordinate a repair at a rental: a clear email to the owner or property manager about approval and billing, and a short access…
Scope change reply prompt: Reply when a client asks for extra work: acknowledge it, say what is and isn't covered, and offer clear options without souring…
Service appointment confirmation prompt: How to write an appointment confirmation email or text: a free ChatGPT prompt and examples with the day, arrival window, prep…
Service delay update prompt: A ChatGPT prompt for telling a customer their job is delayed, sorted into what's confirmed, what isn't known yet and when…
Tax extension explanation email prompt: Explain a filed tax extension to a worried client in plain words: what was filed, the new deadline, what was paid, what's…
Tax refund status reply prompt: Reply to a client asking when their tax refund will arrive, using only your firm's facts, with no refund date or estimate and a…
Tax season client checklist prompt: Turn last year's documents into a personal tax-season checklist email for each client: what to send, where to find it, how to…
Technician on the way text prompt: Write the "your tech is on the way" text: who's coming, the arrival estimate dispatch gave you, what to have ready, and how to…
Visitor arrival instructions email prompt: Write a clear arrival email for a visitor: where to park, which door, who to ask for and what to bring, so the front desk isn't…
Warranty claim reply prompt: A ChatGPT prompt for answering "this should be under warranty": what your warranty covers, what the maker covers, and an…
"What do I do until you get here?" prompt: Answer an emergency caller with safety first: your approved wording for calling 911 or the utility, what to stay away from, and…
Wrong order reply prompt: A ChatGPT prompt for when a customer gets the wrong items: own it, name the exact replacement, say what to do with the wrong…

Reviews and reputation

Customer feedback survey questions prompt: A ChatGPT prompt that writes a short, neutral customer survey: up to 7 questions tied to what you need to learn, an honest…
Negative review response prompt: A ChatGPT prompt for a public reply to a bad review: calm, specific, no private details, no arguing, and an easy way to continue…
Positive review thank-you prompt: A thank you for review template: a free ChatGPT prompt that writes three short, specific replies to a good review, using only…
Review request email prompt: A ChatGPT prompt for a short, personal email asking a happy customer for an honest review: the real job, your exact link, no…
Review request text message prompt: A ChatGPT prompt for review request texts that fit in one message: your business name first, the exact link, an opt-out line and…
Testimonial request prompt: A ChatGPT prompt for asking a happy customer for a testimonial in their own words, with clear permission for where it appears…

Meetings and notes

Action items table prompt: Paste a meeting transcript or rough notes and get a table of every task, owner and due date, with "Not stated" wherever nobody…
Board meeting minutes prompt: A ChatGPT prompt that turns a board meeting transcript or notes into formal minutes: attendees, motions, votes and action items…
Client kickoff agenda prompt: Build a kickoff meeting agenda for a new client project: introductions, goals, scope, who does what, timeline and the first…
Client quarterly review recap prompt: Turn your notes or transcript from a client's quarterly review into a recap email: decisions, who does what by when, what you…
Customer call notes summary prompt: A copy-ready prompt that turns raw customer call notes into a clean summary: needs, decisions, owners and next steps. Includes a…
Decision log prompt: Pull every settled decision out of meeting notes and messages into a dated log: who decided, why, and when to revisit, plus what…
Deposition transcript summary prompt: Turn a long deposition transcript into a topic-by-topic summary with page and line cites, exact quotes and flagged gaps, ready…
Email to task list prompt: Turn a long email thread into a to-do list: every request, promise and unanswered question, who asked and when, what is overdue…
Intake call conflict check list prompt: A copy-ready prompt that lists every person and organization named on a client intake call for a conflict check, with where each…
Legal intake summary prompt: Turn messy intake call notes into a one-page summary for the attorney: names for the conflict check, events in order, and "Not…
Meeting agenda prompt: Turn a list of topics into a timed meeting agenda where every item has an owner, a question to settle and minutes that add up to…
Meeting recap email prompt: A copy-ready prompt and sample for a meeting recap email: decisions, owners and due dates, and nothing that was not said. Works…
Meeting request email prompt: Ask a busy client, vendor or partner for a meeting: what it will settle, a short agenda, a set length and real times, so saying…
Meeting transcript cleanup prompt: A copy-ready prompt that cleans a raw meeting transcript before you summarize it: fixes speaker labels, removes filler, flags…
One-on-one meeting prep prompt: Prepare a one-on-one from your notes: what you owe them from last time, specific wins, questions that let them talk first, and…

Quotes and estimates

Change one fact, show what moved prompt: A follow-up prompt for a ChatGPT chat that tells the AI one new fact, then asks it to redo the work and list exactly which…
Change order email prompt: Explain extra work found mid-job and get written approval: what you found, the added cost, the new total, and what happens if…
Electrical bid scope of work prompt: Write an electrical bid's scope of work in job order, with included, not included, assumptions and a price range from your…
Good, better, best options prompt: Lay out three priced options for one job, good, better and best, using only your real prices and specs, with an honest note on…
"How much does it cost?" reply prompt: Answer a price question using only your published prices: what the first visit costs, what it includes, what changes the price…
HVAC estimate description prompt: Turn a technician's notes into a homeowner-friendly HVAC estimate: each option side by side, prices only from your list, terms…
Insurance quote comparison for a client: Lay out the insurance quotes you gathered side by side for a client: price, limits, deductibles and gaps, using only what each…
Questions to ask before you quote prompt: Turn a vague quote request into the few questions you need answered before pricing it: plain words, why each matters, and photos…
Quote email prompt: Write the short email that sends a finished quote: the job and price exactly as quoted, the customer's question answered, and…
Statement of work draft prompt: Turn agreed project terms into a first-draft statement of work: scope, deliverables, timeline, fees and client duties. Gaps get…

Follow-ups

Annual coverage review invite prompt: Invite an insurance client to a short annual review: why now, what to have handy, two times to pick from. No scare tactics and…
Appointment reminder text prompt and examples: Appointment reminder text examples and a ChatGPT prompt that writes day-before reminders: time window, who is coming, one prep…
At-risk customer check-in prompt: Write a genuine check-in to a customer showing warning signs of leaving: fewer logins, unanswered emails or a complaint, without…
Claim documents request prompt: Ask an insurance client for the documents the adjuster requested: each item in plain words, where to find it, how to send it…
Conflict check request email prompt: Write the internal email that asks your firm to run a conflict check on a new prospective client, with every name and party…
Court date reminder email prompt: Remind a client about a hearing or court date from your firm's facts: what it is, when and how to join, whether they must…
CRM follow-up task plan prompt: A copy-ready prompt that turns a list of open enquiries into dated CRM follow-up tasks, one clear action each, so no enquiry…
Demo no-show follow-up prompt: Follow up after a prospect misses a booked demo: no blame, real times to rebook, a text version for the same day and an easy out…
Estimated tax payment reminder prompt: Remind a client about an upcoming estimated tax payment using your firm's numbers: amount, due date, how they pay, and who to…
Law firm consultation follow-up email prompt: Follow up after a free legal consultation: thank them, recap next steps, say clearly they are not yet a client and explain how…
Lead no-response follow-up prompt: Write three follow-ups for a lead who asked about you and went quiet: a useful nudge, a new angle and a polite last note, with…
Loss run request email prompt: A copy-ready prompt that drafts a loss run request letter to a prior insurer: the insured, each policy number, the years needed…
Missed appointment follow-up prompt: Reach out after a customer misses an appointment: no blame, your real fee policy stated once, two open times to rebook, and an…
Missed call text back prompt: A ChatGPT prompt for the automatic text you send after a missed call: who you are, an honest callback time, what to send you…
Missing documents request prompt: Ask an accounting client for the documents you still need: what arrived, what's missing, where to find each item, a safe way to…
NPS follow-up email prompt: Write three short follow-up emails for an NPS survey: thank promoters and ask a favor, nudge passives, and give detractors a…
Open house follow-up prompt: Turn your open house sign-in sheet and notes into short, personal follow-ups for each visitor, with one next step each and no…
Policy renewal reminder prompt: Remind an insurance client about an upcoming renewal: the date and premium exactly as the carrier issued them, questions about…
Quote follow-up email prompt: Follow up on a quote that got no reply: remind them what it covered, answer the likely question, and make yes, a question or "no…
Service call follow-up message prompt: Write short follow-ups for a batch of finished jobs: thanks by name, what was done, one approved care tip per job, and any real…
Showing feedback request prompt: Ask buyer's agents for useful showing feedback: one short message per showing with three specific questions, then a plain…
Trade show lead follow-up email prompt: A copy-ready prompt for a trade show follow-up email that references the real conversation. Includes three examples: hot lead…
Vendor late order follow-up prompt: Write a short, firm follow-up to a vendor about a late, short or unshipped purchase order: the PO, the problem, one question and…
Vendor W-9 request email prompt: Ask a vendor or subcontractor for a Form W-9 with a clear reason, a deadline and a safe way to send it, so year-end forms aren't…
Webinar follow-up email prompt: Write the follow-up emails after a webinar: one for attendees and one for people who registered but missed it, each with the…

Collections and billing

Credit memo explanation email prompt: A credit memo explanation email template: tell the customer why you issued the credit, how much it is, which invoice it reduces…
Declined card notice prompt: Tell a customer their card was declined without embarrassing them: what failed, the amount, a safe way to update it and what…
Deposit request email prompt: Ask for a deposit on an approved job: the exact amount and what it covers, how to pay safely, what happens once it's paid, and…
Duplicate invoice check prompt: Scan the bills in a payment run for likely duplicates: same vendor and amount, near-matching invoice numbers and bills already…
Final notice for an overdue invoice prompt: Draft a firm, respectful final notice on a seriously overdue invoice that states only the next step in your own policy. No…
Invoice dispute reply prompt: Reply to a customer who disputes an invoice: thank them, explain each charge from your records, fix what's wrong, and give one…
Invoice email prompt: Write the short email that goes with a new invoice: what the work was, the amount, the due date and how to pay, using only your…
Legal time entry cleanup prompt: A ChatGPT prompt for time entry descriptions: turn rough notes into clear billing narratives with task and purpose, without…
Nonpayment cancellation warning email: Warn a client their policy is set to cancel for nonpayment: the amount, the deadline and how to pay, taken straight from the…
Payment matching prompt: Copy this ChatGPT prompt to suggest which open invoices a customer payment covers, flag short payments and list what a person…
Payment plan offer prompt: Turn the installment plan you've decided on into a clear offer email, with the schedule copied exactly and a built-in check that…
Payment received thank-you prompt: Confirm a payment and say thanks in a few lines: the amount, what it was for, the balance now owed, and what happens next…
Payment reminder email prompt: A four-part prompt for a friendly first reminder on a late invoice: invoice number, amount, due date and ways to pay, with no…
Vendor invoice approval request prompt: Ask the right person to approve a vendor invoice with the amount, the match to the order and any problem up front, so the answer…
Vendor payment status reply prompt: Answer a vendor asking when they'll be paid: what you received, where each invoice is in approval, the pay date if one is set…
Vendor payment terms request prompt: Ask a supplier for longer payment terms or a temporary change, honestly and briefly, with a question they can answer in one…

SOPs and operations

AI agent system message prompt: An AI agent prompt template for the n8n System Message: who the agent is, what it knows, its rules and how it writes, plus a…
AI agent test messages prompt: Test an AI agent before launch with realistic messages: normal requests, borderline cases, missing details and tricky ones, each…
AI data level sorting prompt: A copy-ready prompt that sorts your office's common documents into Public, Internal, Confidential and Restricted, with one AI…
AI receptionist script prompt: A copy-ready prompt that drafts an AI receptionist's instructions: greeting, questions, what it must never say and when to hand…
Automation project brief prompt: Copy this ChatGPT prompt to turn rough notes into a one-page brief for an n8n developer: trigger, apps, rules, test cases and…
ChatGPT memory sort prompt: Paste your ChatGPT saved memories and sort each one: keep it, move it to custom instructions, or delete it because it holds…
ChatGPT settings checklist prompt: A copy-ready prompt that turns your plan and data rules into a one-page checklist of ChatGPT settings for staff, with a column…
Checklist from SOP prompt: Turn a written SOP into a short check-box list people tick while they work, with every safety step and number kept exactly as…
Claim intake questions prompt: Build a first-call question list for a new insurance claim from your own requirements, plus a short email telling the client…
Client onboarding questionnaire prompt: Copy this ChatGPT prompt to write a client onboarding questionnaire: only what you need before kickoff, grouped, short, nothing…
Contract red flags prompt: Copy this contract review prompt for ChatGPT or Claude: get a plain-English summary and risky clauses quoted with clause…
Contractor onboarding email prompt: A copy-ready onboarding email and checklist for a new independent contractor: paperwork, access, expectations and first-week…
Customer intake form questions prompt: Design the questions for a booking or intake form: only what you need to do the job, each with a field type, help text and a…
Customer onboarding checklist prompt: A copy-ready prompt that builds a customer onboarding checklist for a new B2B client: kickoff, access, training and the…
Data cleanup plan prompt: Turn messy spreadsheet columns into clean, consistent ones: a column-by-column plan with standard values, rules for odd entries…
Emergency service request triage prompt: A copy-ready triage prompt that sorts service requests into emergency, same-day and routine, with the rule used. Works for…
Expense policy question reply prompt: Answer an employee's expense policy question before they spend: quote the rule that applies, say what to do, and flag what the…
Firm project instructions draft prompt: A prompt that turns your accounting firm's tone, fee rules and client policies into project instructions for Claude or ChatGPT…
Form show/hide rule prompt: Turn a form rule into one plain sentence an AI form builder can read: which field should appear, for which answer, and hidden…
Google Sheets columns plan prompt: Plan the Google Sheets columns for an n8n automation: header names, what goes in each, who fills it, and which must match your…
Incident follow-up action plan prompt: Turn an incident report into a short action plan with owners and due dates. A ChatGPT prompt that suggests options and leaves…
Incident report email prompt: A ChatGPT prompt for an incident report email: a short note that sends the report to your manager, plus a neutral team update…
Incident report prompt: Copy this ChatGPT incident report prompt: paste your notes and witness statements, get a factual draft that flags gaps and…
Incident witness questions prompt: Use this ChatGPT prompt to get a fair, neutral list of questions to ask each witness after a workplace incident, before the…
Intake form description prompt: Describe a new-client intake form so an AI form builder gets it right first time: who fills it in, what to collect, what is…
Internal announcement prompt: Announce a change to your team in under 150 words: what changes, when it starts, what each person does and who to ask, plus the…
Invoice approval request email prompt: A copy-ready prompt that writes a clear approval request for a large invoice, so the owner can say yes or no in one reply with…
Invoice data extraction prompt: Copy a vendor invoice into tables: number, dates, PO, terms, line items and total, with unreadable fields flagged instead of…
IT and maintenance request reply prompt: Update a coworker on their IT or maintenance request: where it stands, a workaround, when they'll hear next, and no fix time…
IT incident report prompt: An IT incident report template as a ChatGPT prompt: paste your log and get a timeline, what was affected, containment steps and…
Knowledge base article from a ticket prompt: Turn a solved support or IT ticket into a short help article: symptoms, cause, steps to fix it and when to ask for help, so the…
Lovable web form prompt: Write a Lovable prompt for a web form that posts to n8n: fields, validation, button states, a thank-you message, and a webhook…
Maintenance request triage prompt: Sort a pile of maintenance and IT requests by priority and team, with the words that drove each call quoted and vague requests…
Meeting room and calendar policy prompt: Draft a one-page policy for booking meeting rooms and keeping shared calendars tidy: how to book, release, share and what to do…
Month-end close checklist prompt: Turn your rough month-end close notes into an ordered, day-by-day checklist with an owner and a "done when" for every step. No…
n8n error troubleshooting prompt: Paste an n8n error and a short description of your workflow, and get a plain explanation, likely causes in order and one change…
n8n workflow documentation prompt: Document an n8n workflow so your team can live with it: what starts it, what each step does, which accounts it uses, signs it…
Near-miss report prompt: Copy this ChatGPT near-miss report prompt: turn a quick description into a short, factual record with what could have gone…
New chat handoff summary prompt: A copy-ready prompt that boils a long ChatGPT chat down to a fact sheet, so you can start a new chat without re-pasting or…
New matter client document checklist prompt: Build a plain-language list of documents a new client should gather for their matter, with a short reason for each and a way to…
Policy summary for staff prompt: Turn a long internal policy into a plain staff summary: who it applies to, what to do, limits and deadlines, with unclear lines…
Post-job care instructions prompt: Turn your own care notes for one job type into a leave-behind sheet: what's normal, simple upkeep, what not to touch, and when…
Process handoff document prompt: Write a handoff document so a colleague can cover your work while you are on leave: recurring tasks, deadlines, where things…
Process improvement ideas prompt: Describe how a task runs today and where it breaks, and get five specific fixes tied to real steps, with effort, risks and a way…
Process map from description prompt: Turn a rambling description of how work gets done into numbered steps with owners, handoffs, decision points and the gaps nobody…
RACI chart from project notes prompt: Turn meeting notes or a project plan into a RACI chart: who does each task, who signs off, who's asked and who's told, with gaps…
Receipt details extraction prompt: Pull date, vendor, tax, total and job from receipt photos into a table, with "Unreadable" instead of guesses and a check that…
Reimbursement decision email prompt: An expense reimbursement decision email from your written policy: check the request, show the rule that decides it, and send the…
Remote work policy draft prompt: Draft a remote work policy from the rules you have already decided: who qualifies, expected hours, equipment and security, with…
Repeat report skill interview prompt: A copy-ready prompt that asks Claude to interview you about a report you make every week, then draft it as a reusable skill with…
Request routing rules prompt: Write down who should get which request before you build it in n8n: the condition for each route, the exit names and a fallback…
Safety toolbox talk prompt: Turn your crew's safety rules and a recent near miss into a five-minute toolbox talk with questions. It supports required…
Shift handoff notes prompt: A full ChatGPT handoff prompt for a shift handover note: open cases, what is waiting on whom, and what the next person does…
SOP draft from a transcript prompt: Record someone explaining a task, then use this ChatGPT prompt to turn the transcript into a numbered SOP draft with gaps…
SOP writer prompt: Turn a manager's rough notes into a numbered SOP with real roles, real numbers, safety steps first, a Check line, and CONFIRM…
Story told in texts and voicemails prompt: A copy-ready prompt that writes a workplace story using only text messages and voicemail transcripts, for training scenarios and…
Support ticket categorization prompt: Sort a batch of customer support tickets into your own categories with one reason each, so you can see what people really need…
Tech daily job briefing prompt: Turn today's job schedule and office notes into a short morning briefing for each technician, in time order, with unassigned…
Training quiz from SOP prompt: Turn an SOP or handbook page into a short quiz for new hires: scenario questions, believable wrong answers, and an answer key…
Vacation coverage handoff prompt: Before time off, turn your open work into a handoff note for whoever covers: what's in flight, what can wait, who to call and…
Vendor bank change verification prompt: Reply safely when a vendor emails new bank details: hold the change, verify by phone at a number you already had, and never…
Vendor onboarding checklist prompt: Turn your purchasing rules into a vendor onboarding checklist with owners and due dates, plus the email telling the new vendor…
Vendor performance review prompt: Turn your purchase order log into a fair vendor review: on-time and short shipments from your records, your own changes set…

Hiring and HR

30-60-90 day plan prompt: Build a 30-60-90 day plan for a new hire: learn, contribute, then own, with checkable goals, people to meet and check-in dates…
Benefits FAQ for employees prompt: Turn the benefits plan documents you paste into a plain-English FAQ for staff, quoting the source and saying "not in the…
Candidate declined offer reply prompt: Reply gracefully when a candidate turns down your job offer: thank them, keep the door open and ask, if you want, one question…
Candidate experience survey prompt: Copy this ChatGPT prompt to write a short candidate experience survey and invitation email, sent after a hiring decision, with…
Candidate follow-up after interview prompt: Write the email a candidate gets after an interview: thanks, where things stand, the next step and when they'll hear back, with…
Candidate outreach message prompt: Write a short, honest message to someone who isn't job hunting: why them, based on their work only, the real role and pay, one…
Candidate pipeline update prompt: Turn an applicant tracker export into a weekly hiring update: counts by stage, what moved, next steps with owners, stalled…
Candidate rejection email prompt: Write a short, respectful rejection email that thanks the candidate for the step they reached and promises nothing you won't do…
Candidate skills task prompt: Design a short, fair work-sample task for candidates: made-up materials, a time limit, clear instructions and a scoring rubric…
Employee departure announcement prompt: Tell your team, and clients if needed, that someone is leaving: last day, who covers their work, a sincere thank-you and no…
Employee handbook section prompt: Turn your own rules into one plain-English handbook section, with every gap and anything touching pay, discipline or privacy…
Employee incident report prompt: A ChatGPT prompt for an employee incident report: turn HR notes into a factual write-up with who said what, the policy and next…
Employee newsletter prompt: Turn a month of scattered updates into a short internal newsletter: news, welcomes, shout-outs and dates, with only personal…
Employee policy question reply prompt: Answer a staff policy question from your own handbook text: quote the rule, say what it means plainly and admit when the…
Employee recognition message prompt: Write a short, specific thank-you to an employee for the team chat or a huddle: what they did, why it mattered, in your voice…
Exit interview questions prompt: Build a short, neutral exit interview: an honest opening script, open questions about the job and support, and what to do if a…
Feedback conversation script prompt: Plan a short, direct feedback talk with a teammate: the specific moment, why it mattered, a question to hear their side and one…
First-week training plan prompt: Turn your SOPs into a day-by-day first-week plan for a new hire: learn, watch, do with help, then show it, with a trainer…
Handbook answer test questions prompt: A copy-ready prompt that writes test questions for an HR policy agent, including the ones the handbook cannot answer, so you…
Hiring manager intake prompt: Turn a hiring manager's intake notes into a role brief: must-haves vs nice-to-haves, pay, interview steps, open questions and…
Internal job posting prompt: Write a job opening for current staff only: what the role is, who can apply, how to apply quietly and what happens to their…
Interview debrief agenda prompt: Plan a short interview debrief that goes must-have by must-have, keeps the talk on job evidence and ends with a decision, owners…
Interview questions prompt: A structured interview prompt: two questions per must-have, what a strong answer includes, a follow-up, and job-related swaps…
Interview scheduling email prompt: Invite a candidate to interview with all they need: time options, place, who they'll meet, what to expect, an accommodation line…
Interview scorecard prompt: Turn interview notes or a debrief transcript into a scorecard: each must-have rated with a quote as evidence, gaps marked Not…
Job description prompt: Turn a manager's rough notes into a clear job description for your files: ranked duties, required vs preferred skills, work…
Job post prompt: A four-part ChatGPT prompt for a job ad people want to read: real pay and schedule, must-haves kept apart from nice-to-haves…
New hire onboarding checklist prompt: A ChatGPT prompt for a new hire onboarding checklist from before day one to day 30: every task with an owner and due date, and…
Offer letter draft prompt: Draft an offer letter from terms you've approved, with no added legal clauses or promises, plus a list of every term used and…
Offer negotiation reply prompt: Reply to a candidate's counteroffer inside the range you were approved to offer: warm, clear about what's possible, and with a…
Open enrollment reminder email prompt: Remind staff that benefits open enrollment is closing: the deadline, what they must do, where to do it and who answers…
Overtime and attendance report prompt: A ChatGPT prompt for an overtime and attendance report: overtime by person and week, the trend against last period, and items…
Panel interview question split prompt: Split a role's must-haves across your interview panel so every one has an owner, minutes and questions, and the debrief has…
Performance improvement plan draft prompt: Draft a performance improvement plan from documented facts: the gap, what good looks like, the support offered and check-in…
Performance review draft prompt: Draft a fair performance review from your notes: strengths and growth areas backed by examples, measurable goals and nothing…
Performance review notes prompt: Turn a year of scattered manager notes into dated, factual examples for a performance review. A free ChatGPT prompt that keeps…
Performance self-evaluation prompt: An AI prompt for your performance review self-evaluation: ChatGPT interviews you first, then writes your wins with real results…
Phone screen summary prompt: Turn rushed phone screen notes into a clean summary: each requirement marked Meets, Doesn't meet or Unclear, logistics, and…
Promotion announcement prompt: Announce a promotion to the team: who, what role, from when, and what the person did to earn it, using only facts you can back up.
Reference check questions prompt: A reference call script aimed at the gaps the interview left: role confirmation, an example per must-have, probes for weak…
Resume screen against requirements prompt: Check one resume against your must-have requirements, with a quoted line as evidence for each, personal details ignored and the…
Shift schedule announcement prompt: Announce a new or changed shift schedule clearly: what changes, for whom, from when, a schedule table, what stays the same, and…
Staff AI training plan prompt: Plan short AI training for your staff around tasks they already do each week: who learns what, practice on masked examples, and…
Staff AI use policy prompt: A copy-ready prompt that drafts a one-page staff AI use policy: approved tools, data rules and who reviews output. Includes the…
Time-off request reply prompt: Reply to a time-off request with your decision and policy, clearly and kindly, and route anything about health, family or leave…

A/B test plan prompt: Plan one clean A/B test for an email, form or page: a single change, a stated guess, the number that decides the winner and when…
Ad copy variations prompt: Get search and social ad variations that fit your character limits: a ChatGPT prompt with your real offer, banned claims and a…
Before-and-after job post prompt: Turn before-and-after job photos into a short social post: what was wrong, what you did and what changed, with permission first…
Blog post outline prompt: Plan a blog post around real customer questions and your own experience. This ChatGPT outline prompt flags every point that…
Blog post to social posts prompt: Turn one blog post into several social posts with a ChatGPT prompt that quotes the line each post is built on, so nothing new…
Brand skill brief prompt: A copy-ready prompt that gives Claude your colors, fonts, logo placement and voice so it drafts a brand skill that keeps…
Brand voice guide prompt: Turn your own best emails and posts into a one-page brand voice guide with a ChatGPT prompt. Every rule is backed by a quote…
Buyer persona prompt: Write a buyer persona from real customer words, such as signup answers and reviews: their goal, worries, words they use and what…
Case study draft prompt: Draft a customer case study from your notes, approved results and real quotes. This ChatGPT prompt marks gaps as MISSING instead…
Case study interview questions prompt: Plan a client interview that gets a case study's before, during and after story in their own words, with follow-up probes and…
Content calendar prompt: A ChatGPT prompt that turns one campaign into a dated email and social calendar: one row per item, a cap on emails, and only the…
Creative brief prompt: Turn campaign notes and brand rules into a one-page creative brief: goal, audience, message, proof, don'ts, deliverables with…
Email list send decision prompt: A copy-ready prompt that turns an email verification result into a send plan: who gets the campaign, who is held back and what…
Email newsletter prompt: A ChatGPT prompt for a short customer newsletter built from your numbered updates: one section each, one main call to action, no…
Email subject lines prompt: Get ten honest subject lines for a finished email, each with preview text and a character count, grouped by approach so you can…
Event invitation email prompt: A ChatGPT prompt for an event invitation that puts the date, time, place, cost and RSVP up front and repeats them in a Details…
Google Business Profile post prompt: A ChatGPT prompt for a short Google Business Profile post: one local topic, your real details and next step, and a length you…
Home maintenance tips email prompt: Write a seasonal home tips email from your own techs' advice: practical, safe for homeowners, one soft offer, and no scare…
Landing page headline prompt: Get six distinct landing page headlines, subheadlines and button text from a ChatGPT prompt that uses only your real offer and…
Lead magnet outline prompt: Outline a free guide or checklist worth signing up for: one problem, short practical sections built from your own know-how, and…
Lead magnet welcome email prompt: A ChatGPT prompt for the email that delivers a free guide: the link up front, one tip that fits the signup's form answers, no…
Lead nurture email sequence prompt: Plan a short nurture sequence for signups who aren't ready to buy: useful emails by segment, one approved offer at the end and…
LinkedIn post prompt: A ChatGPT prompt for a LinkedIn post in your voice, built on a real moment in your work and one clear point, with no invented…
Listing description prompt: Write listing remarks and a social caption from your verified property facts, describing the home and never who should live…
Neighborhood guide prompt: Turn neighborhood facts you checked yourself into a buyer-friendly guide with sources: parks, errands, transit and events. No…
Press release draft prompt: Draft a press release from your confirmed facts: headline, lead paragraph, quote placeholder, details and boilerplate, with…
Price reduction announcement prompt: Announce a listing's new price to past visitors, agents and followers: the facts and a reason to look again, with no seller…
Product description prompt: Write product page copy with a ChatGPT prompt that uses only your spec list: a short opening, scannable bullets, who it's for…
Product photo motion prompt: Write the motion prompt for an image-to-video tool: one clear action, the setting, style and camera move, and what must stay…
Promo video brief and script prompt: Write a promo video brief for an AI video agent: the length, exact script, look and shape, plus a request to plan before it…
Promotional text message prompt: Write a promotional text for customers who opted in: one offer, the real end date, who it's from and how to opt out, short…
Referral request prompt: A ChatGPT prompt for a short, personal referral ask: thank the customer for real work, describe who you help, and mention a…
Sale or promotion announcement prompt: Announce a sale with a ChatGPT prompt that keeps the offer, dates and conditions identical in an email and a short text version…
Seasonal tune-up promo prompt: Write a seasonal tune-up reminder as an email and a short text: your real price, dates and checklist, one way to book, and no…
SEO meta description prompt: Write short search-result descriptions for your web pages: what the page offers, who it is for and one reason to click, inside…
Social post ideas prompt: A four-part ChatGPT prompt for social post ideas built on your services and real customer questions: platform, hook and call to…
Webinar run of show prompt: Build a minute-by-minute webinar run of show: who speaks, slides, polls, Q&A, tech checks and the closing call to action, with a…
Website service page copy prompt: Write a website page for one service: who needs it, what happens on the visit, what they get, your published price, a short FAQ…
Win-back email prompt: Write a win-back email to lapsed customers with a ChatGPT prompt that skips guilt and fake warmth: what's new, one easy way back…

Sales

Account plan prompt: Build a 90-day plan for a current customer from your notes: goals in their words, people, risks, questions to confirm and dated…
Call notes to CRM update prompt: Turn messy sales call notes into a clean CRM entry: summary, needs, objections, next step with a date, and a deal stage you…
Cold outreach email prompt: An honest cold email prompt for ChatGPT: verified facts about the prospect only, who you are and why you're writing, one easy…
Competitor comparison one-pager prompt: Build a fair one-page comparison with a competitor using only facts you paste in, with every claim traceable and gaps marked…
Demo request reply prompt: Reply to a demo request fast with a ChatGPT prompt that shows you read it, answers questions only from your product facts and…
Discovery call prep prompt: Prep for a discovery call with a ChatGPT prompt that separates what you know from what you're assuming, then gives open…
Discovery call recap email prompt: A copy-ready prompt that turns a call transcript into a same-day recap email and CRM notes, using only what the prospect…
Ideal customer profile prompt: Describe the companies you should chase, built only from facts about your best current customers, with the traits they share and…
Lead qualification prompt: Sort leads into Hot, Warm and Nurture with your own written rules. This ChatGPT prompt quotes the words behind each rating and…
Lead scoring rubric prompt: Turn what your won and lost deals have in common into a simple points rubric for new leads, with the reason for every point and…
LinkedIn connection request prompt: Write a short LinkedIn connection note with one real reason to connect and no pitch, plus a useful first message for after they…
Maintenance agreement renewal prompt: A renewal email for a maintenance plan member: the visits they really had, the renewal terms stated plainly, and canceling made…
Objection handling prompt: A copy-ready ChatGPT prompt and template for sales objections: acknowledge, answer with facts you supply, ask for the next step…
Pricing FAQ prompt: Write a pricing FAQ page from your real price sheet: what is included, what costs extra, billing, discounts and cancellation…
Proposal summary prompt: Summarize a full proposal for the decision-maker with a ChatGPT prompt that keeps every price and date exact and lists where…
Renewal negotiation prep prompt: Prepare for a customer renewal call: what they got, what they will push for, what you can trade, your walk-away point and the…
RFP requirements matrix prompt: Pull every requirement, question and deadline out of an RFP into one table with section numbers, so nothing gets missed and…
Sales assistant instructions prompt: Copy this prompt to write instructions for a sales Custom GPT or ChatGPT Project: voice, structure and the rules that stop…
Sales follow-up after demo prompt: Write a follow-up after a sales demo from your call notes: the features that fit, price only if asked, one next step. A ChatGPT…
Stalled deal follow-up prompt: Restart a deal that went quiet after pricing or a proposal: address the likely blocker in the prospect's own words and ask for a…
Upsell offer email prompt: Offer an existing customer one related service that fits what they bought or told you, with your real price, the reason it fits…

Reports and planning

AI assistant answer scorecard prompt: A prompt that checks four AI assistants' answers to the same task against your own facts and fills a scorecard, so you can pick…
AI pilot plan prompt: Plan a small, time-boxed trial of an AI tool: one task, a few people, success criteria you choose up front, how you'll measure…
AR aging summary prompt: Turn an accounts receivable aging report into a one-page summary for the owner: what is overdue, who owes the most, and which…
Automation candidates prompt: Rank your repetitive tasks by which to automate first, using only your own counts and minutes, with a first workflow sketched…
Automation time savings estimate prompt: Estimate what one automation saves from your own numbers only: minutes before and after, setup and upkeep, costs you look up…
Bank reconciliation exceptions memo prompt: A copy-ready prompt that turns a reconciliation's exception list into a short memo for the owner: what each row is, the fix, and…
Budget request memo prompt: Write a one-page memo asking for next year's budget: the problem, the amount, what it buys, the options you weighed and how…
Budget variance explanation prompt: Turn a budget-versus-actual report into a plain-English explanation of what moved and why, using only the reasons you give, plus…
Business case prompt: Copy this ChatGPT business case prompt: give it your problem, options and real numbers, and get a one-page case that flags every…
Campaign results summary prompt: Turn the numbers from a finished marketing campaign into a plain summary: what ran, what each piece did, what to repeat and what…
Cash flow forecast assumptions prompt: Write down and pressure-test the assumptions behind a cash flow forecast: each one's source, how sure you are and the early sign…
Cash flow summary for owners prompt: Get a plain-English summary of your own cash numbers: where money came from, where it went, and what known bills do to the…
Churn reason analysis prompt: Group a pile of cancellation notes into themes, count only what is actually there, quote real customer words and list the notes…
Cited competitor price scan prompt: A copy-ready Claude Research prompt that compares nearby competitors' published prices in a table, with a source for every…
Client monthly report prompt: Turn your agency's monthly numbers and work log into a client report: what changed, what you did, what's next. Every number…
Contract renewal reminder email prompt: Write an internal reminder to the budget owner before a software or vendor contract renews: key dates, cost, what to decide and…
Contract version comparison prompt: Compare two versions of a contract and list every clause that changed, was added or was removed, in plain words, with no legal…
Customer complaint log summary prompt: A ChatGPT prompt that turns a customer complaint log into a summary: complaints by type with counts, repeat customers, open…
Daily priorities plan prompt: Paste your to-do list and fixed times and get a realistic plan for today: top three, time blocks, a buffer, and what to move to…
Employee survey results summary prompt: Summarize an anonymous employee survey into themes and quotes you can share, with rules that protect anonymity and keep small…
End of day report prompt: An end of day report template as a ChatGPT prompt: paste rough notes and get a short EOD report for your manager with done…
Executive summary from a report prompt: An executive summary AI prompt for ChatGPT: turn a long report into one page with the bottom line first, key findings, decisions…
Expense categorization prompt: Sort a batch of expenses into your own categories, with a short note each and a Needs Review bucket for anything unclear…
Expense report summary prompt: Summarize a month of expense or reimbursement rows for the owner: totals by category and status, what's waiting, and flags to…
Journal entry explanation prompt: Write a clear memo for a journal entry: what it records, why it was made, which accounts moved and what support backs it, ready…
KPI commentary prompt: Explain a month's numbers in plain words: what moved, likely reasons you confirm, what to watch next, and no conclusions the…
Legal research memo outline prompt: Outline a legal research memo: question, facts, issues and the kinds of sources to find, with no invented cases and every…
Meeting notes to slide deck prompt: Clean up rough meeting notes so an AI presentation maker can condense them: a real title, grouped topics and every number kept…
Messy export to workbook prompt: A copy-ready prompt that tells Claude exactly how to clean a messy CSV export into an Excel workbook with a data tab, a formula…
Monthly cost share review brief prompt: A copy-ready prompt that turns a client's monthly P&L totals into a one-page review brief: cost shares, what changed and three…
Monthly operations report prompt: A ChatGPT prompt for a monthly operations report: this month against last month and target, what drove the big moves, open…
NDA key terms summary prompt: Pull the key terms out of a nondisclosure agreement into one table with clause numbers, and flag anything beyond confidentiality…
One-page business plan prompt: Copy this ChatGPT one-page business plan prompt: give it your real numbers and get eight clear lines from company to ask, with…
P&L export check before analysis prompt: A copy-ready prompt that makes ChatGPT check a client's P&L detail export for duplicates and blank accounts before it adds up a…
Pitch deck number check prompt: A copy-ready prompt that compares an AI-made pitch deck with your one-page plan and lists every number or claim that is not in…
Plain-English document summary prompt: Paste a contract, lease or policy and get a plain-English summary with section numbers, every date and dollar amount, and…
Presentation outline prompt: Plan a short talk or slide deck: one point per slide, a headline and visual for each, minutes that fit your time, and a list of…
Project charter prompt: Copy this ChatGPT project charter prompt: paste your kickoff call notes and get purpose, scope, timeline, budget and owners…
Project retrospective prompt: Turn your notes on a finished project into a lessons-learned review: what worked, what slipped, why, and three changes to try on…
Project risk register prompt: List what could go wrong with a project from your notes: each risk with likelihood, impact, an early warning sign, a response…
Project status update prompt: Write an honest project status update: On track, At risk or Off track with the reason, what's done, what's next, blockers and…
Purchase request justification prompt: Write a short, honest business case for a purchase: the problem, the cost, the options considered and what happens if you wait…
Quarterly report summary prompt: A quarterly report summary template as a ChatGPT prompt: results against target and last quarter, top accounts, losses and why…
Request for quote email prompt: Ask suppliers for prices with one clear email: the same specs, quantity and deadline for everyone, and a list of what each quote…
Sales pipeline review prompt: Paste your open deals and get a pipeline review for your sales meeting: stalled deals, missing next steps, past-due close dates…
Sheet question and total checker prompt: Ask an AI agent about a spreadsheet and make it show its rows, so you can add the numbers yourself before you repeat a total to…
Software tool evaluation scorecard prompt: A sample software evaluation scorecard: compare two or three tools against your must-haves, with each vendor claim marked…
Spreadsheet formula helper prompt: Get a Google Sheets or Excel formula for the job you describe, explained piece by piece, with a quick way to test it on a copy…
Survey results summary prompt: Summarize survey responses into counted themes with exact quotes, standout comments and follow-up questions, without overstating…
Timesheet summary prompt: A ChatGPT prompt that turns a timesheet export into a summary: hours by person and project, missing days, unusual entries and…
Vendor quote comparison prompt: Compare vendor quotes side by side on price, what's included, timing and warranty, with "Not in quote" for gaps and the…
Weekly leads summary prompt: Paste a week of form leads from your Google Sheet and get counts by type, who is still waiting, patterns with row numbers and…
Weekly status email to manager prompt: A ChatGPT prompt for a weekly status email to your manager: wins with numbers, what slipped and why, what you need from them…
Weekly team report prompt: A ChatGPT prompt for a weekly team report: paste this week's and last week's numbers and notes, get a short owner report with no…

By industry

Accounting

AI pilot plan promptAR aging summary promptAuditor document request reply promptAutomation project brief promptBank reconciliation exceptions memo promptBookkeeping client onboarding email promptBudget request memo promptCash flow forecast assumptions promptChatGPT memory sort promptClient bookkeeping question reply promptClient onboarding questionnaire promptClient quarterly review recap promptConsultation booking confirmation promptContractor onboarding email promptCRM follow-up task plan promptDuplicate invoice check promptEmail shortener promptEmployee departure announcement promptEngagement fee increase letter promptEngagement letter draft promptEstimated tax payment reminder promptExit interview questions promptExpense categorization promptExpense policy question reply promptExpense report summary promptFinal notice for an overdue invoice promptFirm project instructions draft promptFix reply tone promptForm show/hide rule promptHiring manager intake promptIntake form description promptInternal job posting promptInvoice data extraction promptInvoice dispute reply promptIT incident report promptJournal entry explanation promptMeeting transcript cleanup promptMissing documents request promptMonth-end close checklist promptMonthly cost share review brief promptNew hire onboarding checklist promptOvertime and attendance report promptP&L export check before analysis promptPayment matching promptPayment plan offer promptPayment reminder email promptRACI chart from project notes promptSheet question and total checker promptSoftware tool evaluation scorecard promptTax extension explanation email promptTax refund status reply promptTax season client checklist promptTimesheet summary promptVendor bank change verification promptVendor invoice approval request promptVendor payment status reply promptVendor W-9 request email prompt

Free lessons: AI for Accounting & Bookkeeping Firms

Law

Agent knowledge-base answer promptAI receptionist script promptCandidate pipeline update promptClient case update email promptConflict check request email promptConsultation booking confirmation promptContract red flags promptContract version comparison promptCourt date reminder email promptDeposition transcript summary promptEngagement letter draft promptIntake call conflict check list promptLaw firm consultation follow-up email promptLegal intake summary promptLegal research memo outline promptLegal time entry cleanup promptMatter closing letter promptNDA key terms summary promptNew matter client document checklist promptPayment matching promptPlain-English document summary promptStory told in texts and voicemails prompt

Free lessons: AI for Law Firms

Insurance

Annual coverage review invite promptCandidate follow-up after interview promptCertificate of insurance request reply promptClaim denial explanation email promptClaim documents request promptClaim intake questions promptClaim status update email promptConsultation booking confirmation promptCoverage question reply promptDeductible explanation for a client promptInsurance quote comparison for a clientLoss run request email promptNew policy welcome email promptNonpayment cancellation warning emailPolicy change confirmation email promptPolicy renewal reminder promptRenewal premium change explanation prompt

Free lessons: AI for Insurance Agencies

Recruiting

Benefits FAQ for employees promptCandidate declined offer reply promptCandidate experience survey promptCandidate follow-up after interview promptCandidate outreach message promptCandidate pipeline update promptCandidate skills task promptEmployee policy question reply promptEmployee survey results summary promptHiring manager intake promptInternal job posting promptInterview debrief agenda prompt Interview scorecard promptOffer negotiation reply promptOpen enrollment reminder email promptPanel interview question split promptPerformance improvement plan draft promptPhone screen summary promptPromotion announcement promptReference check questions promptRemote work policy draft promptResume screen against requirements prompt

Free lessons: AI for Recruiting & HR

Real estate

Buyer inquiry reply promptChatGPT settings checklist promptConsultation booking confirmation promptListing description promptNeighborhood guide promptOpen house follow-up promptPrice reduction announcement promptRental property repair coordination promptShowing feedback request prompt

Free lessons: AI for Real Estate

Marketing

A/B test plan promptAd copy variations promptAutomation project brief promptBlog post to social posts promptBrand skill brief promptBrand voice guide promptBudget variance explanation promptBuyer persona promptCampaign results summary promptCandidate skills task promptCase study draft promptCase study interview questions promptChurn reason analysis promptCited competitor price scan promptClient kickoff agenda promptClient monthly report promptClient onboarding questionnaire promptCompetitor comparison one-pager promptContent calendar promptCreative brief promptData cleanup plan promptDecline a request politely promptDiscovery call prep promptEmail list send decision promptEmail subject lines promptIdeal customer profile promptLanding page headline promptLead magnet outline prompt Lead magnet welcome email promptLead nurture email sequence promptNPS follow-up email promptPress release draft promptPricing FAQ promptProduct photo motion prompt Project charter prompt Promo video brief and script prompt Promotional text message promptProposal summary promptScope change reply promptSEO meta description promptSocial post ideas promptTrade show lead follow-up email promptWebinar follow-up email promptWebinar run of show prompt

Free lessons: AI for Marketing

Sales

30-60-90 day plan promptAccount plan promptAt-risk customer check-in promptCall notes to CRM update prompt Case study interview questions promptChange one fact, show what moved promptChurn reason analysis promptCold outreach email promptCompetitor comparison one-pager promptCRM follow-up task plan promptCustomer onboarding checklist promptDemo no-show follow-up promptDemo request reply promptDiscovery call prep promptDiscovery call recap email promptEmail shortener promptIdeal customer profile promptLanding page headline promptLead no-response follow-up promptLead qualification promptLead scoring rubric promptLinkedIn connection request promptNPS follow-up email promptObjection handling promptOne-page business plan promptPricing FAQ promptProposal summary promptQuarterly report summary promptQuote follow-up email promptRenewal negotiation prep promptRFP requirements matrix promptSales assistant instructions promptSales follow-up after demo promptSales pipeline review promptStalled deal follow-up promptSupport ticket categorization promptTrade show lead follow-up email prompt

Free lessons: AI for Sales

Operations

AI assistant answer scorecard prompt AI data level sorting promptAI pilot plan promptAI receptionist script promptAt-risk customer check-in promptAutomation project brief promptBenefits FAQ for employees prompt Board meeting minutes promptBudget request memo promptBusiness case promptChatGPT settings checklist promptChecklist from SOP promptCited competitor price scan promptClient kickoff agenda promptClient onboarding questionnaire promptComplaint reply four-part promptContract red flags promptContract renewal reminder email promptContract version comparison promptContractor onboarding email promptCredit memo explanation email promptCustomer complaint log summary promptCustomer onboarding checklist promptData cleanup plan promptEmail list send decision promptEmail shortener promptEmployee departure announcement promptEmployee incident report promptEmployee policy question reply promptEmployee survey results summary promptEnd of day report promptExecutive summary from a report promptFeedback conversation script promptFirst-week training plan promptHandbook answer test questions promptIncident follow-up action plan promptIncident report email prompt Incident report promptIncident witness questions promptInvoice approval request email promptInvoice data extraction promptIT and maintenance request reply prompt IT incident report promptKnowledge base article from a ticket promptKPI commentary promptLate order apology email promptMaintenance request triage promptMeeting notes to slide deck promptMeeting room and calendar policy promptMeeting transcript cleanup prompt Messy export to workbook promptMonth-end close checklist promptMonthly operations report promptNDA key terms summary promptNear-miss report promptNew chat handoff summary promptNPS follow-up email promptOffer letter draft promptOffice move announcement promptOvertime and attendance report promptPayment matching promptPerformance improvement plan draft promptPerformance review notes promptPerformance self-evaluation promptPitch deck number check promptPlain-English document summary promptProcess handoff document promptProcess map from description promptProject charter promptProject retrospective promptProject risk register promptPromotion announcement promptPurchase request justification promptQuarterly report summary promptRACI chart from project notes promptReimbursement decision email promptRemote work policy draft promptRepeat report skill interview promptRequest for quote email prompt RFP requirements matrix promptScope change reply promptSoftware tool evaluation scorecard promptSOP draft from a transcript promptSOP writer promptSpreadsheet formula helper promptStatement of work draft promptStory told in texts and voicemails promptSupport ticket categorization promptTimesheet summary promptTraining quiz from SOP promptVacation coverage handoff promptVendor late order follow-up promptVendor onboarding checklist promptVendor payment terms request promptVendor performance review promptVisitor arrival instructions email promptWeekly status email to manager prompt

Free lessons: AI for Operations

Finance

AR aging summary promptAuditor document request reply promptBank reconciliation exceptions memo promptBudget request memo promptBudget variance explanation prompt Business case promptCash flow forecast assumptions promptCash flow summary for owners prompt ChatGPT memory sort promptContract renewal reminder email promptCredit memo explanation email promptDuplicate invoice check promptExpense categorization promptExpense policy question reply promptExpense report summary promptFinal notice for an overdue invoice promptInvoice approval request email promptInvoice data extraction promptInvoice dispute reply promptInvoice email promptJournal entry explanation promptKPI commentary promptMessy export to workbook promptMonth-end close checklist promptMonthly cost share review brief promptOne-page business plan promptP&L export check before analysis promptPayment plan offer promptPayment reminder email prompt Pitch deck number check promptPurchase request justification promptReceipt details extraction promptReimbursement decision email promptSpreadsheet formula helper promptVendor bank change verification promptVendor invoice approval request promptVendor payment status reply promptVendor payment terms request promptVendor W-9 request email prompt

Free lessons: AI for Finance

Trades

After-hours voicemail script promptAI agent test messages promptAppointment reminder text prompt and examplesBefore-and-after job post promptCancellation request reply promptCash flow summary for owners promptChange order email promptCustomer call notes summary promptDeclined card notice promptDeposit request email prompt"Do you service my area?" reply promptElectrical bid scope of work prompt Emergency service request triage promptEmployee handbook section promptEmployee newsletter promptEmployee recognition message promptGood, better, best options promptGoogle Business Profile post promptHome maintenance tips email prompt"How much does it cost?" reply promptHVAC estimate description promptIncident follow-up action plan promptIncident report promptIncident witness questions promptInterview questions promptInvoice email promptJob completion summary promptJob description promptJob post promptMaintenance agreement renewal promptMissed call text back promptNear-miss report promptObjection handling promptPermit and inspection explainer promptPhone screen summary promptPost-job care instructions promptQuestions to ask before you quote promptQuote email promptQuote follow-up email promptReceipt details extraction promptReferral request promptRental property repair coordination promptRequest routing rules promptSafety toolbox talk promptSeasonal tune-up promo promptService appointment confirmation promptService call follow-up message promptService delay update promptTech daily job briefing promptTechnician on the way text promptUpsell offer email promptWarranty claim reply promptWebsite service page copy promptWeekly leads summary promptWeekly team report prompt"What do I do until you get here?" prompt

Free lessons: AI for HVAC · AI for Electrical · AI for Plumbing

By tool

Every template works in ChatGPT, Claude, Gemini and Copilot. Here they are grouped by the tool you practice them in, in the free lessons.

Practice in ChatGPT

30-60-90 day plan promptAccount plan promptAction items table prompt Ad copy variations prompt AI assistant answer scorecard prompt AI data level sorting promptAngry customer call talking points promptAnnual coverage review invite promptAppointment reschedule reply promptAR aging summary promptAt-risk customer check-in promptAuditor document request reply promptBank reconciliation exceptions memo promptBefore-and-after job post promptBilling question reply promptBlog post outline promptBlog post to social posts promptBoard meeting minutes promptBookkeeping client onboarding email promptBrand voice guide promptBudget request memo promptBudget variance explanation prompt Business case promptBuyer inquiry reply promptCall notes to CRM update promptCancellation request reply promptCandidate declined offer reply promptCandidate experience survey promptCandidate follow-up after interview promptCandidate outreach message promptCandidate pipeline update promptCandidate rejection email promptCandidate skills task promptCase study draft promptCash flow forecast assumptions promptCash flow summary for owners promptCertificate of insurance request reply promptChange one fact, show what moved promptChange order email promptChatGPT memory sort promptChatGPT settings checklist promptCheck reply promises promptChecklist from SOP promptClaim denial explanation email promptClaim documents request promptClaim intake questions promptClaim status update email prompt Client case update email promptClient kickoff agenda promptClient monthly report promptClient onboarding questionnaire promptClient quarterly review recap promptCold outreach email promptCompetitor comparison one-pager promptConflict check request email promptConsultation booking confirmation promptContract renewal reminder email promptContractor onboarding email promptCourt date reminder email promptCoverage question reply promptCreative brief promptCustomer complaint log summary promptCustomer complaint reply promptCustomer feedback survey questions promptCustomer onboarding checklist promptCustomer welcome email promptDecision log promptDecline a request politely promptDeclined card notice promptDeductible explanation for a client promptDeposit request email promptDeposition transcript summary promptDiscovery call prep promptDiscovery call recap email prompt Electrical bid scope of work promptEmail newsletter promptEmail shortener promptEmail thread summary promptEmail to task list promptEmployee departure announcement promptEmployee handbook section promptEmployee newsletter promptEmployee policy question reply promptEmployee recognition message promptEmployee survey results summary promptEngagement fee increase letter promptEngagement letter draft promptEstimated tax payment reminder promptEvent invitation email promptExecutive summary from a report promptExit interview questions promptFeedback conversation script promptFinal notice for an overdue invoice prompt First-week training plan prompt Fix reply tone promptGood, better, best options promptGoogle Business Profile post promptHiring manager intake promptHoliday hours announcement promptHVAC estimate description promptIncident follow-up action plan promptIncident report email prompt Incident report promptIncident witness questions promptInsurance quote comparison for a clientIntake call conflict check list promptInternal announcement promptInternal job posting promptInterview debrief agenda prompt Interview questions promptInterview scheduling email promptInterview scorecard promptInvoice dispute reply promptInvoice email promptIT incident report promptJob description promptJob post promptJournal entry explanation promptKPI commentary promptLate order apology email promptLaw firm consultation follow-up email promptLegal intake summary promptLegal research memo outline promptLegal time entry cleanup promptLinkedIn post promptListing description promptLoss run request email promptMatter closing letter promptMeeting agenda promptMeeting recap email promptMeeting request email promptMeeting room and calendar policy promptMeeting transcript cleanup promptMissed appointment follow-up promptMissed call text back promptMissing documents request promptMonth-end close checklist promptMonthly cost share review brief promptNDA key terms summary promptNear-miss report promptNegative review response promptNeighborhood guide promptNew chat handoff summary promptNew hire onboarding checklist promptNew matter client document checklist promptNew policy welcome email promptNew service announcement email promptNonpayment cancellation warning emailObjection handling promptOffer letter draft promptOffer negotiation reply promptOffice move announcement promptOne-on-one meeting prep promptOpen enrollment reminder email promptOpen house follow-up promptOut-of-office auto-reply promptP&L export check before analysis promptPanel interview question split promptPayment matching promptPayment plan offer promptPayment received thank-you promptPayment reminder email promptPerformance review draft promptPerformance review notes promptPerformance self-evaluation promptPhone screen summary promptPlain-English document summary promptPolicy change confirmation email promptPolicy renewal reminder promptPositive review thank-you promptPresentation outline promptPress release draft promptPrice increase announcement promptPrice reduction announcement promptPricing FAQ promptProcess handoff document promptProcess improvement ideas promptProduct description promptProject charter promptProject retrospective promptProject risk register promptProject status update promptPromotion announcement promptProposal summary promptPurchase request justification promptQuote email promptRACI chart from project notes promptReference check questions promptReferral request prompt Refund request reply promptRemote work policy draft promptRenewal premium change explanation promptResume screen against requirements promptReview request text message promptSafety toolbox talk promptSale or promotion announcement promptSales assistant instructions promptSales follow-up after demo promptScope change reply promptSeasonal tune-up promo promptService appointment confirmation promptService delay update promptShift handoff notes prompt Shift schedule announcement promptShowing feedback request promptSOP draft from a transcript promptSOP writer promptStaff AI training plan promptStaff AI use policy promptStatement of work draft promptStory told in texts and voicemails promptSurvey results summary promptTax extension explanation email promptTax refund status reply promptTax season client checklist promptTechnician on the way text promptTestimonial request promptTime-off request reply promptTimesheet summary promptTrade show lead follow-up email promptTraining quiz from SOP promptVendor bank change verification promptVendor invoice approval request promptVendor onboarding checklist promptVendor quote comparison promptVendor W-9 request email promptVisitor arrival instructions email promptWarranty claim reply promptWebinar follow-up email promptWebsite service page copy promptWeekly status email to manager prompt Weekly team report promptWin-back email promptWrong order reply prompt

Practice in Lovable

A/B test plan promptAfter-hours voicemail script promptAI agent test messages promptBuyer persona promptClient bookkeeping question reply promptData cleanup plan promptDemo no-show follow-up promptDemo request reply prompt Emergency service request triage promptExpense policy question reply promptExpense report summary promptIT and maintenance request reply promptKnowledge base article from a ticket promptLanding page headline promptLead magnet outline prompt Lead magnet welcome email promptLead no-response follow-up promptLead nurture email sequence promptLead qualification promptLead scoring rubric promptLovable web form promptMaintenance request triage promptMonthly operations report promptPermit and inspection explainer promptPolicy summary for staff promptQuestions to ask before you quote promptQuote follow-up email promptReimbursement decision email promptWeekly leads summary prompt"What do I do until you get here?" prompt

Practice in n8n

A/B test plan promptAfter-hours voicemail script promptAI agent system message promptAI agent test messages promptAI pilot plan promptAppointment reminder text prompt and examplesAutomation candidates promptAutomation project brief promptAutomation time savings estimate promptBenefits FAQ for employees promptBuyer persona promptCampaign results summary promptCase study interview questions promptChurn reason analysis promptClient bookkeeping question reply promptContent calendar promptContract version comparison promptCredit memo explanation email promptCustomer call notes summary promptCustomer intake form questions promptDaily priorities plan promptData cleanup plan promptDemo no-show follow-up promptDemo request reply prompt"Do you service my area?" reply promptDuplicate invoice check promptEmail subject lines promptEmergency service request triage promptExpense categorization promptExpense policy question reply promptExpense report summary promptFAQ from customer emails prompt FAQ-based customer reply promptGoogle Sheets columns plan promptHome maintenance tips email prompt"How much does it cost?" reply promptIdeal customer profile promptInvoice approval request email promptInvoice data extraction promptIT and maintenance request reply promptJob completion summary promptKnowledge base article from a ticket promptLanding page headline promptLead magnet outline prompt Lead magnet welcome email promptLead no-response follow-up promptLead nurture email sequence promptLead qualification promptLead scoring rubric promptLinkedIn connection request promptLovable web form promptMaintenance agreement renewal promptMaintenance request triage promptMonthly operations report promptn8n error troubleshooting promptn8n workflow documentation promptNPS follow-up email promptPerformance improvement plan draft promptPermit and inspection explainer promptPolicy summary for staff promptPost-job care instructions promptProcess map from description promptPromotional text message prompt Questions to ask before you quote promptQuote follow-up email promptReceipt details extraction promptReimbursement decision email promptRenewal negotiation prep promptRental property repair coordination promptRequest for quote email promptRequest routing rules promptReview request email promptRFP requirements matrix promptSales pipeline review promptSEO meta description promptService call follow-up message promptSheet question and total checker promptSocial post ideas promptSoftware tool evaluation scorecard promptSpreadsheet formula helper promptStalled deal follow-up promptSupport ticket categorization promptTech daily job briefing promptUpsell offer email promptVacation coverage handoff promptVendor late order follow-up promptVendor payment status reply promptVendor payment terms request promptVendor performance review promptWebinar run of show promptWeekly leads summary prompt"What do I do until you get here?" prompt

Practice in Jotform

Agent knowledge-base answer promptForm show/hide rule promptIntake form description prompt

Practice in ElevenLabs Agents

AI receptionist script prompt

Practice in Capsule CRM

CRM follow-up task plan prompt

Practice in no2bounce

Email list send decision prompt

Practice in Airia

Employee incident report promptHandbook answer test questions prompt

Practice in Make

End of day report prompt

Practice in Gamma

Meeting notes to slide deck prompt

Practice in Slidebean

One-page business plan promptPitch deck number check prompt

Practice in DomoAI

Product photo motion prompt

Practice in Flova

Promo video brief and script prompt

Practice in Presentations.AI

Quarterly report summary prompt

New to the words? The AI glossary explains them in plain English.

Frequently asked questions

How do I write a good AI prompt?: Give it four parts: a Role, the Context it needs, the Task, and the Format you want back. Every template here is built that way, so you can copy one and replace the blanks. The free Prompt Writing 101 lesson practices it.
Can I get a prompt that uses only text messages and voicemail transcripts?: Yes. The "Story told in texts and voicemails" prompt writes a workplace scenario with no narrator, only labeled texts and voicemail transcripts, and you can swap in your own situation and characters.
Do these prompts work in ChatGPT, Claude and Gemini?: Yes. They are plain text, so they work in ChatGPT, Claude, Gemini and Copilot. Check every name, date and number in the answer before you use it.

How every module works

Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.

Start learning free

Free AI prompt templates for small business

Prompts for texts, voicemails and messages

By job

Customer emails

Reviews and reputation

Meetings and notes

Quotes and estimates

Follow-ups

Collections and billing

SOPs and operations

Hiring and HR

Marketing and social

Sales

Reports and planning

By industry

Accounting

Law

Insurance

Recruiting

Real estate

Marketing

Sales

Operations

Finance

Trades

By tool

Practice in ChatGPT

Practice in Lovable

Practice in n8n

Practice in Jotform

Practice in Claude

Practice in Gemini

Practice in Copilot

Practice in ElevenLabs Agents

Practice in Capsule CRM

Practice in no2bounce

Practice in Airia

Practice in Make

Practice in Gamma

Practice in Slidebean

Practice in DomoAI

Practice in Flova

Practice in Presentations.AI

Frequently asked questions

How every module works