General Deep Dive instructions
1. Expanding on Existing Outputs
Topic Expansion: Identify when a specific topic was discussed (e.g., "When did they talk about trade tariffs?").
Reference Table Deep Dive: Extract all mentions of a specific item from the reference table for a fuller picture (eg a concept referred to).
Actions: Summarise the actions in a bullet list but include implementation ideas or potential roadblocks.
SWOT Analysis Focus: Generate a SWOT analysis centered around a particular topic discussed.
Risk Matrix Expansion: Identify specific risks associated with a particular issue and possible mitigations.
2. Transforming Content into Different Formats
Email Drafts:
Summarize the meeting in an email for stakeholders who were not present.
Draft an email with key takeaways for a client.
Provide a structured follow-up email with action points.
Presentation Outlines:
Turn the meeting insights into a structured slide deck outline.
Provide suggested slide titles and bullet points under each.
Training Materials:
Convert discussions into training outline.
Highlight best practices from the meeting- what made it effective?
Provide step-by-step guides for new employees on an aspect of the meeting
Next Meeting Prep:
Generate an agenda for the next meeting based on discussions.
Summarise unresolved issues to address in the follow-up.
Report Writing:
Create an executive summary from the meeting.
Convert insights into a formal report structure.
Marketing & Content Adaptation:
Extract key insights for a blog post.
Summarise findings for a social media update.
Language Adaptation:
Generate an email, SWOT, or other outputs in different languages (e.g., "Create this SWOT in Hindi, with English underneath for reference").
Translate content into multiple languages for sharing across global teams.
3. Meeting Performance & Structuring Analysis
Question Effectiveness:
Identify the most effective questions that elicited the best responses.
List all questions asked and explain their strategic purpose.
Suggest better ways to structure questions for future meetings.
Missed Opportunities:
Highlight key questions that should have been asked but weren’t.
Identify areas where deeper discussion was needed.
Meeting Structure Review:
Assess how well the meeting agenda was followed.
Provide suggestions for a better structure next time.
Engagement Analysis:
Highlight points where participants were most engaged.
Identify moments where the conversation lost momentum.
4. Extracting Deeper Insights
Issues & Concerns:
Identify where participants showed concern or hesitation.
List all points where objections or pushbacks occurred.
Patterns & Trends Across Meetings:
Compare recurring themes from multiple meetings.
Show changes in sentiment over time.
Stakeholder-Specific Insights:
Generate insights focused on a particular stakeholder's interests.
Summarize the meeting from the perspective of a specific department.
Decision-Making Analysis:
Highlight who made the key decisions
Identify decisions that were left unresolved.
Inclusivity & Accessibility Insights:
Explain this meeting to someone with no technical background.
Adapt the content for someone with a learning disability.
Assess how this meeting could have been structured to be more inclusive for neurodivergent individuals (dyslexia, autism, ADHD).
Highlight improvements that align with DEI or well-being initiatives.
5. Custom Deep Dives & Scenario Planning
Scenario Modeling:
Provide alternative scenarios based on meeting discussions.
Suggest different approaches based on risks and opportunities discussed.
Action Simulation:
Simulate the likely impact of implementing certain actions.
Suggest potential consequences if specific action points are ignored.
Role-Based Perspectives:
Reframe the meeting discussion from a different stakeholder's perspective.
Summarize what the meeting means for a specific team (e.g., marketing, operations).
Behavioral Insights:
Highlight moments where participants displayed hesitation or confidence.
Identify dominant vs. passive voices in the meeting.
Compliance & Legal Review: Flag discussions related to compliance and regulatory risks.
Competitor Mentions: Extract all mentions of competitors and their positioning.
Action Prioritisation: Rank actions based on urgency and impact.
Meeting Persona Analysis: Categorise participants into roles (e.g., decision-makers, influencers, blockers).
Post-Meeting Reflection Guide: Generate a self-assessment prompt for attendees to reflect on their contributions.
Industry Benchmarking: Compare meeting themes with industry trends or best practices.
Risk Contingency Planning: Outline potential crisis scenarios based on identified risks.
Deep Dive Prompts for Accountants and Financial Advisors
Client & Financial Planning Meetings
Formulate a clear agenda for the follow up meeting, ensuring we cover key priorities like [Insert your own or: compliance updates, investment strategies, or cash flow forecasting]
Identify unresolved financial matters from this meeting and rank them by urgency, such as [Insert your own or: outstanding tax liabilities, high-risk investments, or regulatory deadlines]
Categorise discussion points by financial services areas (e.g., [Insert your own or: taxation, investment, cash flow management, retirement planning, business advisory]).
Suggest open-ended questions to explore with the client in our next meeting, ensuring we address both short-term financial needs and long-term wealth planning.
Identify areas where deeper financial analysis was needed, particularly around [Insert your own or: investment risks, tax efficiency, or business restructuring], and recommend key stakeholders or specialists who should be involved.
Generate a list of financial documents or data the client should provide before our next meeting to ensure a more productive discussion.
Extracting Deeper Financial Insights
Summarise how this meeting impacts the client's financial position, tax obligations, or investment portfolio, highlighting areas requiring immediate action.
Provide a financial-focused summary for the client’s management team, board, or shareholders, outlining profitability, risks, and opportunities.
In a [summary/email/bullet points], explain the technical financial aspects of [specific topic: tax strategy, investment portfolio, compliance change] in layman's terms.
In a detailed/brief financial analysis, simulate the likely impact of implementing specific actions from this meeting on the client's profit margins, asset growth, or tax position.
Conduct a risk assessment for potential consequences if the client fails to act on key financial recommendations, including impacts on cash flow, regulatory penalties, or business growth.
Client Communication & Follow-Ups
Create a follow-up email for [client/business owner/CFO] summarising key financial recommendations and immediate next steps.
Draft an update email to our firm’s partners or financial analysts outlining key findings from this client’s financial review.
Generate a friendly reminder email about upcoming tax filing deadlines, financial reporting due dates, or investment rebalancing schedules.
Compose an email to [client/partner/stakeholder] explaining our financial strategy, investment recommendations, or risk mitigation plan, ensuring it aligns with their long-term goals.
Summarise the meeting in an email for absent colleagues or stakeholders, focusing on key financial decisions, action points, and potential risks.
Improvement & Reflection
Highlight moments where the client showed hesitation or confidence, particularly in discussions about risk tolerance, tax strategies, or major financial decisions.
Provide feedback on my (I am [Insert Name]) communication style when explaining complex financial data, investment strategies, or compliance updates.
Analyse the types of questions I (I am [Insert Name]) asked during financial discussions. Were they open-ended enough to encourage discussion, or did they limit the client’s perspective?
Offer a personal reflection on how I facilitated discussions about business profitability, retirement planning, or financial risk management. Suggest improvements in my advisory approach.
Identify key financial questions that should have been asked but weren’t, particularly regarding hidden liabilities, alternative investment options, or tax-saving opportunities.
Strategic Planning & Business Advisory
Turn financial insights from this meeting into a [structured, detailed, simple bullet point] slide deck for presenting to [business owners, investors, or board members].
Create a detailed financial timeline, mapping out key milestones [Insert your own or: tax filing dates, investment rebalancing, or major financial decision deadlines].
Draft a business advisory report based on the discussion, covering areas such as [Insert your own or: budgeting, financial forecasting, or investment diversification].
Identify potential case studies or client success stories that could be used in [marketing, advisory services, learning and development], demonstrating [Insert your own or: effective client relations, planning, debt reduction, or investment growth].
Group financial recommendations by category ([Insert your own or: e.g., cost-saving measures, revenue growth strategies, tax efficiency plans]) and suggest an order of implementation.
Regulatory Compliance & Risk Management
Summarise new regulatory changes discussed in this meeting and their potential impact on [client businesses or investment portfolios].
Generate a risk report outlining potential compliance risks and suggested mitigation strategies for [Insert your own or: audits, tax obligations, or financial reporting requirements].
Identify key financial controls or governance measures that should be strengthened to ensure regulatory compliance and risk minimisation.
Highlight potential red flags in the client’s financials that might require further investigation or external auditing.
Suggest ways to ensure that financial reporting, tax compliance, and advisory services align with industry best practices and ethical standards.
Diversity, Ethics & Values in Financial Advisory
Identify how this financial discussion aligned with or challenged the client’s values, such as sustainability, ethical investing, or corporate social responsibility.
Suggest ways to make financial planning sessions more inclusive, ensuring that diverse financial backgrounds and accessibility needs are considered.
Assess whether financial strategies discussed could be adjusted to better support underrepresented or marginalised client groups.
Highlight jargon-heavy moments in this financial discussion that may need simplified explanations for better client understanding.
Identify best practices for ensuring transparency and trust in financial advisory, especially in areas like fee structures, risk disclosure, and ethical investing.
Financial Insights & Stakeholder Presentations
Draft an executive summary outlining the key financial takeaways from this meeting, ensuring it’s digestible for non-financial stakeholders.
Create an interactive financial planning session based on the insights from this discussion, allowing clients to engage more deeply with their financial options.
Identify three key financial case studies from this discussion that could be used to illustrate best practices in [Insert your own or: wealth management, tax strategy, or business finance].
Suggest ways to engage clients more effectively when presenting financial insights, such as using interactive dashboards, storytelling techniques, or scenario planning exercises.
Deep Dive Prompts for HR and Team Development
Expanding on Existing Outputs (HR Context)
Topic Expansion: “When was employee retention discussed?” or “Find moments
where internal mobility was mentioned.
Reference Table Deep Dive: Extract all mentions of 'onboarding experience' or
'skills gaps' from the meeting table.
Actions Expansion: List all suggested HR actions and add ideas for implementation
barriers (e.g.,
“Add quarterly check-ins — potential roadblock: bandwidth for line
managers”).
Transforming Content into Different Formats
Emails:
Summarise the hiring team meeting for stakeholders not present
Draft candidate update emails with aligned action points
Follow-up email to a line manager on hiring delays
Presentation Outlines:
Turn strategy discussions into a hiring forecast deck
Bullet points for a DEI update presentation
Training Materials:
Convert onboarding feedback into an HR training guide
Highlight examples of strong feedback loops for new recruiters
Next Meeting Prep:
Auto-generate an HR team meeting agenda based on past themes
List unresolved workplace culture or performance review issues
Reports:
Executive summary of internal feedback sessions
Turn a 1:1 or exit interview into a formal HR report
Marketing & Content:
Extract key quotes from hiring managers for a careers blog
Generate a post on “what candidates are telling us”
Language Adaptation:
Translate an offer summary or onboarding guide into multiple languages
Create internal HR updates in plain English and a second reference language
Meeting Performance & Structuring Analysis
Question Effectiveness:
List the most useful interview or feedback questions asked
Suggest better prompts for future candidate debriefs
Missed Opportunities:
Highlight moments where wellbeing or development wasn’t addressed
Show where hiring bias concerns weren’t explored
Structure Review:
Did the performance review meeting stay on track?
Recommend improvements for 1:1s or leadership check-ins
Engagement:
Where did team energy dip in an HR roundtable?
Identify when key voices didn’t participate (e.g. junior staff in exit interviews)
Extracting Deeper Insights
Sentiment & Concerns:
Flag where candidates or employees voiced worry or uncertainty
List emotional cues around layoffs, policy changes, or promotion decisions
Patterns & Trends:
Compare recurring feedback from interview panels or leavers
Show how feedback sentiment changes over time (e.g., onboarding vs. 90
days in)
Stakeholder-Specific:
Create summaries focused on the talent acquisition lead’s needs
Summarise leadership team sentiment around new HR policies
Decision-Making:
Highlight who made the final hiring or policy call
Show where decisions were deferred or lacked alignment
Inclusivity & Accessibility:
Rewrite the meeting notes for neurodiverse readability
Highlight missed accessibility or DEI-related considerations
Suggest structure changes to make future meetings more inclusive
Custom Deep Dives & Scenario Planning
Scenario Modeling:
Simulate outcomes if hiring is delayed 3 months
Model impact of switching from in-office to hybrid onboarding
Action Simulation:
Predict outcomes if performance feedback isn’t acted on
Simulate impact of removing a key HR initiative
Role-Based Perspectives:
Reframe the meeting from a candidate’s point of view
Summarise what HR discussions mean for payroll or operations
Behavioural Insights:
Who dominated the conversation in candidate debriefs?
Identify where someone showed hesitation in a hiring call
Compliance & Legal:
Flag any discussion that may require HR documentation or legal review
Competitor Mentions:
Pull all references to other employers from candidate feedback
Prioritisation:
Rank actions from team meetings based on urgency (e.g. burnout issues >
perks review)
Meeting Personas:
Categorise participants (e.g. blocker, champion, influencer)
Post-Meeting Reflection:
Create reflection prompts for hiring managers (“What went well? What could
be improved?”)
Benchmarking:
Compare internal mobility plans with current HR best practice
Risk Planning:
Outline risks tied to resignation spikes or engagement survey drops