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Tips, Prompts & Best Practices

Prompt Library

This prompt library contains ready-to-use templates for common business tasks. Copy the prompt, customise the placeholders, and paste into the appropriate assistant.

Written By Kristė Vagnerytė

Last updated 10 months ago

GENERAL ASSISTANT PROMPTS

1. Market Research Analysis

Department: Product, Marketing, Strategy

The Prompt:
Research current market trends for [INDUSTRY/PRODUCT CATEGORY] and provide key insights on market size, growth rate, and emerging opportunities.

Example Use Case: Planning product strategy or identifying new market opportunities.


2. Competitor Analysis

Department: Product, Marketing, Sales

The Prompt:
Analyze [COMPETITOR NAME]'s positioning, key products, pricing strategy, and recent market moves.

Example Use Case: Preparing competitive responses or updating sales battlecards.


3. Draft Professional Email

Department: All Teams

The Prompt:
Draft a [TONE] email to [RECIPIENT] about [TOPIC] covering these points: [LIST POINTS].

Example Use Case: Composing important emails to executives, clients, or partners.


4. Create Social Media Post

Department: Marketing, Communications

The Prompt:
Create a [PLATFORM] post announcing [TOPIC] with [TONE] tone, including hashtags and call-to-action.

Example Use Case: Quickly drafting social content for product launches or company news.


5. Write Job Description

Department: HR, Hiring Managers

The Prompt:
Create a job description for [JOB TITLE] including responsibilities, qualifications, and success metrics.

Example Use Case: Opening new positions or updating outdated job postings.


6. Explain Technical Concept

Department: Engineering, IT, Support

The Prompt:
Explain [TECHNICAL CONCEPT] in simple terms for non-technical stakeholders.

Example Use Case: Communicating technical decisions to business teams.


7. Summarise Meeting Notes

Department: All Teams

The Prompt:
Summarise these meeting notes with key points, decisions, action items, and open questions: [PASTE NOTES].

Example Use Case: Distributing meeting outcomes to stakeholders who couldn't attend.


8. Decision Framework

Department: All Teams

The Prompt:
Help me evaluate [DECISION] by listing pros, cons, key factors, risks, and evaluation criteria.

Example Use Case: Making strategic decisions or comparing multiple options.


9. Industry Trends Report

Department: Strategy, Product, Marketing

The Prompt:
Summarize the top 5 trends in [INDUSTRY] for [YEAR] with implications for our business.

Example Use Case: Strategic planning or preparing executive presentations.


10. Customer Communication Template

Department: Sales, Customer Success

The Prompt:
Draft a [TYPE] message to a customer about [SITUATION] with an empathetic and solution-focused tone.

Example Use Case: Handling customer issues or communicating service changes.


11. Presentation Outline

Department: All Teams

The Prompt:
Create a presentation outline for [TOPIC] targeting [AUDIENCE] with 5-7 key sections.

Example Use Case: Preparing executive presentations or customer demos.


12. Product Description

Department: Product, Marketing

The Prompt:
Write a compelling product description for [PRODUCT] highlighting benefits, features, and target audience.

Example Use Case: Creating website copy or sales collateral.


13. Press Release Draft

Department: Marketing, Communications, PR

The Prompt:
Draft a press release announcing [NEWS] including headline, key details, and executive quote.

Example Use Case: Announcing product launches, partnerships, or company milestones.


14. SEO Content Brief

Department: Marketing, Content

The Prompt:
Create an SEO content brief for [TOPIC] including target keywords, outline, and search intent.

Example Use Case: Planning blog posts or website content that ranks well.


15. Sales Pitch Development

Department: Sales, Business Development

The Prompt:
Develop a sales pitch for [PRODUCT/SERVICE] addressing [TARGET CUSTOMER]'s pain points and value proposition.

Example Use Case: Preparing for prospect meetings or refining messaging.


16. Training Materials Outline

Department: HR, Training, Operations

The Prompt:

Create a training module outline for [TOPIC] with learning objectives, key concepts, and exercises.

Example Use Case: Developing onboarding or skills training programs.


17. Process Documentation

Department: Operations, All Teams

The Prompt:
Document the step-by-step process for [TASK] including prerequisites, steps, and common issues.

Example Use Case: Creating standard operating procedures or workflow guides.


18. Executive Report Writing

Department: All Teams

The Prompt:
Write an executive summary for [TOPIC] with key findings, recommendations, and next steps.

Example Use Case: Preparing board updates or executive briefings.


19. Data Analysis Explanation

Department: Analytics, Finance, Operations

The Prompt:
Explain the significance of [DATA/METRIC] and what actions we should consider based on this trend.

Example Use Case: Communicating data insights to non-technical stakeholders.


20. Strategy Framework

Department: Strategy, Leadership

The Prompt:
Apply [FRAMEWORK] to analyze [BUSINESS SITUATION] and provide strategic recommendations.

Example Use Case: Strategic planning sessions or business case development.


INTERNAL KNOWLEDGE ASSISTANT PROMPTS

1. Company Policy Lookup

Department: All Teams

The Prompt:
What is our company policy on [TOPIC] including approval processes and restrictions?

Example Use Case: Verifying HR policies or checking approval workflows.


2. Contract Analysis

Department: Legal, Sales, Finance

The Prompt:
Analyze [CONTRACT NAME] and summarize key terms, obligations, and renewal dates.

Example Use Case: Reviewing customer agreements or vendor contracts.


3. SharePoint Document Search

Department: All Teams

The Prompt:
Find documents in SharePoint related to [TOPIC].

Example Use Case: Locating project files or documentation.


4. Customer History Review

Department: Sales, Customer Success

The Prompt:
Summarize our relationship history with [CUSTOMER] including past issues, purchases, and key contacts.

Example Use Case: Preparing for customer meetings or renewal discussions.


5. Find Customer Support History

Department: Customer Success, Support

The Prompt:
What support tickets have been opened for [Customer’s name'] and what were the resolutions?

Example Use Case: Preparing for customers calls or understanding recurring customer issues.


6. Internal Process Query

Department: Operations, All Teams

The Prompt:

What is the process for [TASK] including required approvals and timeline?

Example Use Case: Understanding workflow requirements or planning projects.


7. Employee Handbook Questions

Department: HR, All Teams

The Prompt:
What does our employee handbook say about [TOPIC]?

Example Use Case: Answering employee questions or providing manager guidance.


8. Compliance Documentation

Department: Legal, Compliance, Finance

The Prompt:
Find our compliance documentation for [REGULATION/REQUIREMENT] and summarize key requirements.

Example Use Case: Preparing for audits or ensuring regulatory compliance.


9. Historical Project Information

Department: All Teams

The Prompt:
What were the outcomes and lessons learned from [PROJECT NAME]?

Example Use Case: Learning from past initiatives before starting similar projects.


10. Vendor Agreement Review

Department: Finance, Operations, Legal

The Prompt:
Review our agreement with [VENDOR] and summarize pricing, terms, and renewal date.

Example Use Case: Managing vendor relationships or planning renewals.


11. Compare Client Proposals

Department: Sales, Finance, Legal

The Prompt:
Compare this client proposal to our standard agreements and highlight key differences in pricing, terms and deliverables.

Example Use Case: Evaluating customer client requests or identifying non-standard terms before approval.


12. Proactive Renewal Outreach

Department: Sales, Customer Success

The Prompt:
Review customer data from [FILE] and find accounts with upcoming renewals in the next 30 days. Create a professional email reminder about their contract renewal according to the signed agreement.

Example Use Case: Preventing lapses in service and maintaining customer relationships through timely renewal notifications.


13. Internal Reports Summarization

Department: All Teams

The Prompt:

Summarize the key findings and recommendations from [REPORT NAME].

Example Use Case: Quickly understanding lengthy internal reports.


14. Organizational Chart Query

Department: HR, All Teams

The Prompt:

Who reports to [PERSON] and what are their team's responsibilities?

Example Use Case: Understanding org structure or identifying stakeholders.


15. Benefits Information

Department: HR, All Teams

The Prompt:

Explain our [BENEFIT TYPE] including eligibility, coverage, and enrollment process.

Example Use Case: Answering employee benefits questions.


16. At-Risk Account Analysis

Department: Sales, Customer Success

The Prompt:

Review [FILE] and identify accounts with declining engagement or satisfaction. Sugggest retention strategies for each at-risk customer.

Example Use Case: Proactively addressing customer concerns before they escalate to churn or contract cancellation.


17. Research Documents for Content Creation

Department: Marketing

The Prompt:

Find and summarize 3 top assets that i can reference when creating a blog post on [TOPIC].

Example Use Case: Quickly gathering internal resources and research to support content development with credible sources.


18. Provide Client Guidance Based on Policy

Department: Finance, Legal

The Prompt:

Provide accounting guidance and recommendations for [CLIENT] based on [POLICY].

Example Use Case: Delivering consistent, policy-compliant advice to clients by referencing internal guidelines and regulations.


19. Knowledge Base Article Search

Department: Support, All Teams

The Prompt:

Find knowledge base articles about [TOPIC] and summarize the solutions.

Example Use Case: Resolving common issues or training new team members.


20. Onboarding Documentation

Department: HR, Managers

The Prompt:
What onboarding materials exist for [ROLE/DEPARTMENT] and what topics do they cover?

Example Use Case: Preparing to onboard new hires or updating training materials.