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DIY Prompt Examples

Updated over a month ago

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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