Use these prompts in the Additional Instructions field, then select DIY to create custom outputs from your conversations. Not sure how DIY works? Learn how to use our DIY template →
Quick Examples
Category | Try this |
Email drafts | "Summarise this meeting in an email for stakeholders who were not present" |
| "Draft an email with key takeaways for the client" |
| "Write a structured follow-up email with action points" |
Presentation outlines | "Turn this meeting into a structured slide deck outline" |
| "Provide suggested slide titles with bullet points under each" |
Training materials | "Convert this discussion into a training outline" |
| "Highlight best practices from the meeting — what made it effective?" |
| "Highlight best practices from the meeting - what made it effective?" |
Next meeting prep | "Generate an agenda for the next meeting based on this discussion" |
| "Summarise unresolved issues to address in the follow-up" |
Report writing | "Create an executive summary from this meeting" |
| "Convert these insights into a formal report structure" |
Marketing and content | "Extract key insights for a blog post" |
| "Summarise findings for a social media update" |
Language adaptation | "Create this SWOT in [language], with English underneath for reference" |
| "Translate this summary into [language] for sharing with global teams" |
Meeting analysis and planning
Goal | Try this |
Create an agenda | "Formulate a clear agenda for our next meeting on [topic], including urgent items and suggested time allocations" |
Identify unresolved items | "List topics discussed but not fully resolved, ranking by urgency and impact" |
Categorise discussion | "Group tasks and ideas by category (e.g., operations, marketing, compliance)" |
Prepare questions | "Suggest 3–4 open-ended questions to explore [topic] at our next meeting" |
Identify gaps | "Identify areas where deeper discussion was needed and suggest who should be involved" |
Pre-meeting checklist | "Generate a list of pre-work attendees should complete before the next meeting" |
Extracting deeper insights
Goal | Try this |
Department-specific summary | "Summarise how this meeting impacts [department]'s priorities" |
Stakeholder perspective | "Summarise this meeting from the perspective of our [production/marketing/finance] team" |
Simplify technical content | "Explain the technical aspects of [topic] to someone with no technical background" |
Impact simulation | "Simulate the likely impact of implementing [action] on our [timelines/metrics/relationships]" |
Risk assessment | "Suggest potential consequences if [action point] is delayed or not addressed" |
Improvement and reflection
Goal | Try this |
Participant analysis | "Highlight moments where participants displayed hesitation or confidence" |
Communication feedback | "Provide feedback on my (I am [Name]) communication style when presenting [topic]" |
Question analysis | "Analyse the questions I (I am [Name]) asked — were they open-ended or closed?" |
Personal reflection | "Offer a reflection on how I facilitated discussions about [topic] with suggestions for improvement" |
Missed questions | "Highlight key questions that should have been asked but weren't" |
Engagement analysis | "Identify points where participants were most engaged and where momentum was lost" |
DEI and values
Goal | Try this |
Recognition message | "Create a recognition message highlighting how [attendee] embodied our [value] when discussing [topic]" |
Values alignment | "Analyse this meeting through the lens of our [sustainability/DEI] commitments" |
Inclusive restructuring | "Assess how this discussion could be restructured to be more inclusive for neurodivergent team members" |
Accessible formatting | "Create a follow-up document with clear headings and explicit connections for accessible processing" |
Jargon check | "Identify moments where jargon or technical terms might create barriers for newer team members" |
Participation patterns | "Analyse speaking patterns and identify moments where team members may have felt hesitant to contribute" |
Glossary | "Create a glossary of terms used in this meeting for new team members or cross-functional colleagues" |
Financial advisors and accountants
Client meetings and planning
Goal | Try this |
Follow-up agenda | "Create an agenda for the follow-up meeting covering [compliance updates/investment strategies/cash flow forecasting]" |
Prioritise issues | "Identify unresolved financial matters and rank by urgency" |
Categorise discussion | "Group discussion points by area (taxation, investment, cash flow, retirement planning)" |
Prepare questions | "Suggest open-ended questions for the next meeting covering short-term needs and long-term planning" |
Document checklist | "List financial documents the client should provide before our next meeting" |
Identify gaps | "Identify areas where deeper financial analysis was needed and recommend specialists to involve" |
Extracting deeper financial insights
Goal | Try this |
Financial impact summary | "Summarise how this meeting impacts the client's financial position, tax obligations, or portfolio" |
Board-ready summary | "Create a table summary for the client's board outlining profitability, risks, and opportunities" |
Simplify technical content | "Explain [tax strategy/investment portfolio/compliance change] in layman's terms" |
Impact simulation | "Simulate the likely impact of implementing these recommendations on profit margins or tax position" |
Risk assessment | "Assess consequences if the client fails to act on key recommendations" |
Client communication
Goal | Try this |
Client follow-up | "Create a follow-up email for [client/CFO] summarising recommendations and next steps" |
Internal update | "Draft an update for partners outlining key findings from this review" |
Deadline reminder | "Generate a reminder email about upcoming tax filing deadlines" |
Strategy explanation | "Compose an email explaining our financial strategy to [stakeholder], aligned with their long-term goals" |
Absent stakeholders | "Summarise this meeting in an email for absent colleagues, focusing on decisions, actions, and risks" |
Strategic planning and business advisory
Goal | Try this |
Presentation | "Turn financial insights into a slide deck for presenting to [business owners/investors/board]" |
Timeline | "Create a financial timeline mapping key milestones (tax dates, rebalancing, decision deadlines)" |
Advisory report | "Draft a business advisory report covering [budgeting/forecasting/diversification]" |
Case studies | "Identify potential case studies demonstrating [effective planning/debt reduction/investment growth]" |
Prioritise recommendations | "Group financial recommendations by category and suggest an order of implementation" |
Compliance and risk
Goal | Try this |
Regulatory summary | "Summarise regulatory changes discussed and their impact on [client businesses/portfolios]" |
Risk report | "Generate a risk report with compliance risks and mitigation strategies" |
Red flags | "Highlight potential red flags in the client's financials requiring further investigation" |
Controls review | "Identify financial controls that should be strengthened for compliance" |
Best practices | "Suggest ways to ensure reporting and advisory align with industry best practices" |
Reflection and improvement
Goal | Try this |
Client sentiment | "Highlight moments where the client showed hesitation or confidence" |
Communication feedback | "Provide feedback on my (I am [Name]) communication style when explaining [financial data/strategies]" |
Question analysis | "Analyse the questions I asked — were they open-ended enough?" |
Missed questions | "Identify financial questions that should have been asked" |
Advisory reflection | "Offer a reflection on how I facilitated discussions about [profitability/retirement/risk management]" |
Ethics and values
Goal | Try this |
Values alignment | "Identify how this discussion aligned with the client's values (sustainability, ethical investing, CSR)" |
Inclusive planning | "Suggest ways to make financial planning sessions more inclusive" |
Jargon check | "Highlight jargon-heavy moments that may need simplified explanations" |
Transparency | "Identify best practices for ensuring transparency in fee structures, risk disclosure, and ethical investing" |
Stakeholder presentations
Goal | Try this |
Executive summary | "Draft an executive summary digestible for non-financial stakeholders" |
Case studies | "Identify three financial case studies illustrating best practices in [wealth management/tax strategy]" |
Engagement ideas | "Suggest ways to engage clients more effectively (dashboards, storytelling, scenario planning)" |
HR and People & Culture
Meeting analysis and planning
Goal | Try this |
Follow-up agenda | "Create an agenda for the follow-up meeting including urgent employee concerns, policy updates, or compliance issues" |
Prioritise issues | "List unresolved HR/recruitment/ER matters, ranking by urgency and impact on workforce planning" |
Categorise discussion | "Group discussion points by category (recruitment, employee relations, performance management, DEI)" |
Prepare questions | "Suggest open-ended questions to explore [HR/recruitment/ER issue] in our next meeting" |
Identify gaps | "Identify areas needing deeper discussion (policy changes, employee disputes, DEI, recruitment strategies)" |
Pre-meeting prep | "Generate a list of pre-meeting preparation including data reviews, policy analysis, or feedback reports" |
Extracting deeper insights
Goal | Try this |
Strategic impact | "Summarise how this meeting impacts HR's strategic priorities (satisfaction, recruitment, compliance)" |
HR-focused summary | "Provide an HR-focused summary highlighting areas requiring action by HR partners, legal, or management" |
Impact simulation | "Simulate the impact of implementing [HR initiative/recruitment strategy/ER policy] on retention or morale" |
Risk assessment | "Suggest consequences if [HR action point] is delayed, including compliance and culture risks" |
Policy explanation | "Explain the impact of [HR/recruitment/ER policy] discussed in this meeting to managers and employees" |
Communication and follow-ups
Goal | Try this |
Stakeholder follow-up | "Create a follow-up email for [hiring manager/executive/employee] highlighting relevant outcomes" |
Candidate update | "Draft a candidate update email with action points" |
Hiring manager email | "Compose an email explaining HR's recommendations on shortlisted candidates or process improvements" |
Absent team members | "Summarise this meeting for absent HR team members, focusing on policy decisions and hiring changes" |
Improvement and reflection
Goal | Try this |
Participation patterns | "Highlight dominant vs. passive voices, particularly in discussions about policies or grievances" |
Communication feedback | "Provide feedback on my (I am [Name]) communication style when presenting HR strategy or ER cases" |
Question analysis | "Analyse the questions I asked about employee concerns or hiring needs — suggest more effective framing" |
Personal reflection | "Offer a reflection on how I facilitated discussions about HR policy updates or workforce planning" |
Engagement analysis | "Identify moments where participants were engaged or hesitant around sensitive topics" |
Transformation
Goal | Try this |
Success stories | "Identify 3 employee success stories or HR case studies focusing on mentorship or culture improvements" |
Presentation | "Turn meeting insights into a slide deck for senior leadership, HR directors, or union representatives" |
Action prioritisation | "Group HR/recruitment/ER action items by category and suggest a prioritised action plan" |
DEI and values
Goal | Try this |
Recognition message | "Create a recognition message highlighting how [employee/leader] embodied company values" |
DEI analysis | "Analyse this meeting through our DEI commitments — where was inclusion prioritised or overlooked?" |
Psychological safety | "Generate a commendation for [employee] highlighting their commitment to workplace wellbeing" |
Inclusive restructuring | "Assess how our HR discussions could be more inclusive for neurodivergent employees or international hires" |
Accessible summary | "Create an accessibility-focused summary with clear headings and structured content" |
Jargon check | "Identify HR jargon that might be unclear to new hires, managers, or cross-functional colleagues" |
Participation patterns | "Analyse speaking patterns and identify moments where junior team members may have felt hesitant" |
Glossary | "Create a glossary of HR terms to help employees understand benefits, compliance, and workplace policies" |
Governance and board meetings
Meeting analysis and planning
Goal | Try this |
Executive summary | "Generate an executive summary highlighting the three most significant decisions, their implications, and next steps" |
Legal review | "Identify all instances where legal advice was requested or legal implications were discussed" |
Board member contributions | "Summarise each board member's key contributions, focusing on their primary concerns and suggestions" |
Pre-meeting guide | "Develop a pre-meeting preparation guide including essential documents, market data, and policy considerations" |
Follow-up agenda | "Design a follow-up agenda based on outstanding items, prioritised by urgency" |
Knowledge gaps | "Identify knowledge gaps where the board would benefit from additional information or expert input" |
Decision patterns | "Compare topics where consensus was quickly reached versus areas that generated significant debate" |
Meeting effectiveness | "Analyse meeting effectiveness (time management, engagement, discussion quality) with three improvements" |
Risk factors | "Extract all comments related to market uncertainties, competitive threats, or environmental factors" |
Stakeholder communication | "Develop a stakeholder communication plan based on [decision] with messaging tailored to [audience]" |
Meeting follow-ups
Goal | Try this |
Absent member update | "Draft a concise email to absent board members summarising key decisions and noting detailed minutes will follow" |
Leadership update | "Create a brief update for the leadership team outlining strategic decisions made by the board" |
Deferred items | "Provide a summary of all items deferred to future meetings with context" |
Project extraction | "Extract all information related to [project] including timelines, budget adjustments, and concerns raised" |
Deferred item tracking | "Compile a tracking document of all deferred items with context, reasons, and recommended timeframes" |
For absent members
Goal | Try this |
Personalised briefing | "I missed this meeting — create a personalised briefing for [name] about information involving [department]" |
Department extraction | "Extract all information relevant to [HR/Finance/Legal/Marketing], highlighting decisions requiring departmental action" |
Initiative summary | "Summarise all discussions related to [business unit/team/initiative], focusing on performance and resource allocation" |
Improvement and reflection
Goal | Try this |
Presentation feedback | "I am [Name]. Analyse my presentation style when discussing [agenda topic], noting strengths and areas for improvement" |
Facilitation reflection | "Offer a personal reflection on how I facilitated discussions about [topic] with suggestions for improvement" |
Transformation
Goal | Try this |
Success stories | "Identify 3 success stories from this conversation in my department of [HR/sales/finance] to share with the team" |
Presentation | "Turn meeting insights into a structured slide deck for [senior leadership/HR directors/union representatives]" |
Strategic progress | "Identify three success stories demonstrating our progress toward [strategic goal], formatted for [specific team]" |
Knowledge sharing | "Create a knowledge-sharing document capturing institutional wisdom about [industry trend/challenge] for new board members" |
DEI and values
Goal | Try this |
Recognition message | "Create a recognition communication for [board member] highlighting their demonstration of [company value]" |
DEI analysis | "Analyse this meeting through our DEI commitments — where was inclusion prioritised or overlooked?" |
Jargon check | "Identify instances where jargon or acronyms might have created barriers, with suggestions for inclusive communication" |
Conferences, Webinars and Professional Development
Session insights and documentation
Goal | Try this |
Tools summary | "List all tools and software mentioned, grouped by function, highlighting applications for [industry/department]" |
Case study summary | "Summarise each case study discussed, focusing on actionable insights for [industry/department]" |
Framework extraction | "Extract key frameworks, methodologies, and practical guidance into a one-page summary for internal distribution" |
Skill-building plan | "Create a personalised 8-week skill-building plan with two 30-minute activities per week for my role as [role] in [industry]" |
Strategic planning
Goal | Try this |
Strategic questions | "Generate 7–10 strategic questions our [leadership/department] team should consider, organised by timeframe" |
30-60-90 day plan | "Develop a 30-60-90 day plan based on this session including milestones, resources, and potential obstacles" |
Readiness checklist | "Develop a checklist enabling [department] to quickly assess their current readiness" |
Knowledge sharing and team communication
Goal | Try this |
Leadership email | "Draft an email to [leadership/department] explaining why the ideas from this workshop are relevant to their projects" |
Enthusiasm email | "Draft an internal email sharing my excitement as an attendee and encouraging wider team adoption, from [name] to [department]" |
External communication and follow-up
Goal | Try this |
Key takeaways | "Write from my perspective ([name]) summarising key takeaways, how they benefit peers in [industry], with a call to action to follow [presenter]" |
Follow-up questions | "Prepare targeted follow-up questions for [session host] to deepen my understanding of use-cases in [industry]" |
Wealth Management Module
Template | Try this |
Client Profile | "Focus on retirement planning priorities and risk tolerance" |
| "Include details on family structure and dependents" |
| "Highlight any recent life changes (inheritance, divorce, sale of business)" |
| "Tailor for a high-net-worth client with complex financial needs" |
Follow-Up Email | "Use formal language with no contractions" |
| "Write for a client unfamiliar with financial terminology" |
| "Include a reminder about documents they need to provide" |
| "Focus on the agreed next steps around [estate planning/KiwiSaver/insurance]" |
| "Keep it brief - client prefers concise communication" |
Client Record | "Structure by advice area: investments, insurance, estate planning, retirement" |
| "Highlight compliance-relevant information for file notes" |
| "Include only what's changed since the last review" |
| "Flag items requiring potential further research or specialist referral" |
Family Tree | "Include ages and financial dependencies" |
| "Highlight blended family structures and estate planning considerations" |
| "Note any family members involved in business ownership" |
What Matters | "Focus on lifestyle goals rather than financial targets" |
| "Capture their values around family, legacy, and giving" |
| "Include concerns or fears about retirement or market volatility" |
| "Write in the client's own words where possible" |
Client Goals & Objectives | "Prioritise by timeframe: short-term (1–2 years), medium (3–5 years), long-term (10+ years)" |
| "Link each goal to a specific financial strategy" |
| "Include both financial and lifestyle objectives" |
| "Note any goals that conflict or require trade-offs" |
Marketing
Template | Try this |
Social Posts |
|
| "Write for LinkedIn in a professional tone" |
| "Create a Twitter/X thread breaking this into key points" |
| "Make it conversational for Instagram with relevant hashtags" |
| "Focus on [product/announcement/milestone]" |
| "Include a call to action to [register/learn more/contact us]" |
Concise News Story |
|
| "Lead with the [newsangle]" |
| "Write for [industry/trade publication] audience" |
| "Keep it under 300 words" |
| "Focus on the impact for [customers/industry/community]" |
Press Release |
|
| "Only use quotes from [person/spokesperson]" |
| "Centre it on [product launch/partnership/milestone/event]" |
| "Include boilerplate company description at the end" |
| "Write for [local/national/trade] media distribution" |
| "Emphasise [key message/statistic/outcome]" |
Short Snippet |
|
| "Focus on the single most important takeaway" |
| "Write for use in a newsletter header" |
| "Make it punchy for social media preview text" |
Smart Summary |
|
| "Write for a non-technical audience" |
| "Focus on benefits rather than features" |
| "Keep it to 3–5 bullet points" |
| "Tailor for [executives/customers/investors]" |
In-Depth Study |
|
| "Structure as a case study with problem, solution, results" |
| "Include measurable outcomes and metrics" |
| "Write for prospects in [industry/sector]" |
| "Focus on [specific benefit/challenge solved]" |
Quotes |
|
| "Pull quotes from [specific person] only" |
| "Focus on quotes about [topic/theme/announcement]" |
| "Select quotes suitable for media use" |
| "Find the most compelling soundbites" |
Cheatsheet |
|
| "Organise by [theme/category/step]" |
| "Keep each point to one sentence" |
| "Make it scannable with clear headings" |
| "Tailor for [role/audience]" |
Detailed News Story |
|
| "Include background context and analysis" |
| "Write for [publication/audience type]" |
| "Structure with headline, lead, body, and conclusion" |
| "Include multiple perspectives where relevant" |
Headline & Subheader |
|
| "Create 5 options ranging from conservative to bold" |
| "Optimise for SEO with [keyword]" |
| "Write for [email subject line/blog post/landing page]" |
| "Make it action-oriented" |
LinkedIn Article |
|
| "Write from [person's] perspective" |
| "Position as thought leadership on [topic/trend]" |
| "Include a personal anecdote or insight" |
| "End with a question to encourage engagement" |
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