Your AI Action Plan

Write a weekly [TEAM / CLIENT / PROJECT] report.
Period: [DATE RANGE]
Metrics: [PASTE METRICS]
Highlights: [WHAT WENT WELL]
Risks or blockers: [WHAT NEEDS ATTENTION]
Next actions: [3-5 BULLETS]
Audience: [MANAGER / CLIENT / TEAM]. Keep it factual, concise, and easy to scan.

Analyze this report data before drafting the summary.
Data: [PASTE TABLE OR METRICS]
Return: 1. Top 5 changes, 2. likely explanations, 3. questions to verify, 4. what should be highlighted, 5. what should not be overclaimed.

Turn this exported data into a decision memo.
Audience: [WHO WILL READ IT]
Data: [PASTE CSV OR TABLE]
Return: executive summary, key changes, likely causes, recommended action, risks, and a short appendix explaining assumptions.

Create a reusable monthly review template for [ROLE / TEAM]. It should include: required inputs, KPI table, variance analysis, stakeholder narrative, recommended actions, risks, and a quality checklist before sending.

Analyze this data for trends, outliers, and practical next steps. Return: 1. top 5 findings, 2. possible explanations, 3. questions to verify, 4. recommended next actions. Do not assume causes without evidence.

Data:
[PASTE]

In this workbook, analyze [TABLE/RANGE] and answer: What changed most, what looks unusual, which rows need attention, and what chart or pivot would best explain the result?

Use these spreadsheet findings to write a decision memo. Include: headline insight, supporting numbers, likely drivers, caveats, recommended action, and what data should be checked next.

Findings:
[PASTE]

Create a recurring analysis checklist for [DATA TYPE]. Include: required inputs, cleaning checks, metrics to calculate, outlier rules, interpretation questions, caveats, and the final memo format.

Write a client message from these notes.
Client context: [CONTEXT]
Goal: [UPDATE / ASK / EXPLAIN / FOLLOW UP]
Notes: [PASTE NOTES]
Tone: professional, warm, and concise.
Include: clear answer, next step, owner, and deadline if relevant.

Create five client-message templates for my role: status update, request for missing info, delay explanation, decision explanation, and follow-up. Each template should include placeholders, tone guidance, and a checklist for facts I must verify before sending.

Use this client context and draft to prepare a final message.
Context: [PASTE]
Draft: [PASTE]
Check for: factual accuracy, unclear promises, missing deadlines, tone risks, and next step. Return the revised message plus a send/no-send checklist.

Build a client communication style guide for [ROLE / COMPANY]. Include: approved tone, banned phrases, claims that require review, escalation triggers, examples of good messages, and a checklist before sending AI-assisted messages.

Create a 10-slide presentation on [TOPIC] for [AUDIENCE - e.g. "potential B2B clients"].
Slide structure: agenda, problem, solution, 3 key benefits, case study, data slide, pricing/next steps, CTA.
Tone: [professional / conversational / bold].

I need to create a presentation for [AUDIENCE] about [TOPIC].
My goal is to [GOAL - e.g. "convince the client to start a pilot project"].
Write a slide-by-slide script: title + 3 bullet points per slide.
Keep each bullet under 12 words. Total: 8-10 slides.
Start with the most important point, not context.

Step 1 - Research brief (Perplexity):
"Find current, cited evidence for [TOPIC] relevant to [AUDIENCE]. Return 5 facts, 3 risks, and 3 credible examples."

Step 2 - Narrative outline (Claude):
"Turn this research into an 8-slide persuasive deck. For each slide include: title, core message, one supporting fact, and speaker note."

Step 3 - Paste the outline into Gamma and generate the draft deck.

Step 1 - Brief to structure (Claude):
"I'm preparing a [TYPE] presentation for [AUDIENCE].
Context: [2-3 sentences about the situation].
Goal: [what decision or action you want from the audience].
Constraints: [length, tone, things to avoid].
Create a presentation outline with: goal per slide, key message, supporting data point."

Step 2 - Paste outline into Gamma.app -> generate draft.
Step 3 - Export to Canva -> apply brand colors, fonts, logo.

Write a [TYPE - cold outreach / follow-up / proposal / status update] email.
From: [YOUR ROLE] at [COMPANY]
To: [RECIPIENT ROLE] at [THEIR COMPANY]
Context: [1-2 sentences of background]
Goal: [what you want them to do]
Tone: [professional / friendly / direct]
Length: [short = 3 sentences / medium = 1 short paragraph / full = structured email]

Write a weekly marketing performance report.
Period: [DATE RANGE]
Metrics to include: [list your KPIs]
Highlights: [what went well]
Issues: [what underperformed and brief reason]
Next week priorities: [3 bullet points]
Audience: [manager / team / client]
Tone: factual, no fluff. Use bullet points for metrics, short paragraphs for narrative.

Turn these rough notes into a clear [EMAIL / STATUS UPDATE / REPORT].
Audience: [WHO WILL READ IT]
Purpose: [DECISION, UPDATE, REQUEST, OR ESCALATION]
Raw notes:
[PASTE NOTES]

Return:
1. Suggested subject line
2. Short summary
3. Main message in my tone: [DIRECT / WARM / EXECUTIVE]
4. Action items with owners and dates
5. Risks or open questions

I'll share 3 examples of emails I've written. After reading them, identify:
1. My typical sentence length and structure
2. Words or phrases I use often
3. My tone (formal / casual / direct / warm)
4. Things I never say

[PASTE EMAIL 1]
[PASTE EMAIL 2]
[PASTE EMAIL 3]

Now write a [TYPE] email using my style. Here's the context: [CONTEXT]

Create a sales forecast review from this CRM export.
Data: [PASTE PIPELINE TABLE]
Context: [TEAM / PERIOD / TARGET]
Return: forecast summary, biggest changes, at-risk deals, upside deals, questions for reps, and manager actions. Do not invent deal facts.

Turn this forecast view into a manager agenda.
Forecast data: [PASTE]
Return: 5 discussion points, deals to inspect, coaching questions, forecast risks, and decisions needed before submission.

Create a forecast risk packet.
Forecast dashboard: [PASTE]
Rep notes: [PASTE]
Return: team summary, rep-by-rep risks, deal inspection list, upside/downside scenarios, and questions to ask in the forecast meeting.

Design a weekly sales forecast operating rhythm. Include: required inputs, forecast categories, risk thresholds, rep questions, manager review steps, escalation rules, and executive summary template.

Analyze these deal notes for pipeline risk.
Notes: [PASTE]
Return: risk level, missing information, next-best action, customer question to ask, and what a manager should inspect before forecasting this deal.

Use this call summary and CRM context to identify deal risk.
Call summary: [PASTE]
CRM context: [PASTE]
Return: decision criteria, buyer objections, missing stakeholder, risk score, and recommended rep action.

Create a deal coaching packet.
CRM history: [PASTE]
Call summary: [PASTE]
Stage criteria: [PASTE]
Return: current reality, risk drivers, missing proof, next-best action, manager coaching question, and forecast recommendation.

Create a deal-risk taxonomy for our sales team. Include: risk categories, examples, CRM fields, inspection questions, forecast impact, coaching response, and when to escalate to leadership.

Draft territory plan options from this account list.
Accounts: [PASTE]
Constraints: [REP CAPACITY / REGION / SEGMENT]
Return: 3 territory options, rationale, risks, accounts needing review, and questions before final assignment.

Analyze this territory spreadsheet for imbalance. Flag outliers by account count, pipeline value, segment, geography, and rep load. Suggest what needs human review before territory changes.

Create a territory planning packet.
Account data: [PASTE]
Rep capacity: [PASTE]
Constraints: [PASTE]
Return: territory scenarios, tradeoffs, fairness concerns, customer coverage risks, and a 6-slide leadership outline.

Create a territory and quota planning checklist. Include: inputs, segmentation rules, rep capacity checks, customer coverage checks, fairness risks, approval steps, communication plan, and post-launch metrics.

Turn these sales call notes into coaching prep.
Notes: [PASTE]
Return: what the rep did well, coaching questions, missed discovery points, suggested practice exercise, and what not to overclaim from the notes.

Prepare a one-on-one coaching agenda from these call summaries.
Summaries: [PASTE]
Return: strengths, skill gaps, one example to discuss, practice prompt, and one measurable follow-up for next week.

Create a coaching loop for this rep.
Evidence: [PASTE CALL SUMMARY OR DEAL REVIEW]
Skill focus: [DISCOVERY / OBJECTION / CLOSE PLAN]
Return: coaching diagnosis, practice drill, manager talk track, follow-up email, and next-week review metric.

Create a sales coaching library structure. Include: skill themes, evidence examples, coaching questions, practice drills, follow-up templates, manager notes, and how to avoid using AI as a performance-rating tool.

Create a discount approval brief.
Deal context: [PASTE]
Requested discount: [PASTE]
Return: customer rationale, business case, margin concerns, alternatives, missing information, and recommendation fields left blank for human approval.

Draft a customer-facing value explanation for this pricing conversation.
Context: [PASTE]
Constraints: [APPROVED TERMS]
Return: value points, tradeoffs, questions to ask, and a message that does not offer unapproved discounts.

Create a pricing review packet.
Deal context: [PASTE]
Pricing rules: [PASTE]
Customer ask: [PASTE]
Return: internal approval memo, risks, alternatives, customer reply draft, and human approval checklist.

Create a discount approval playbook. Include: eligible reasons, required evidence, approval thresholds, alternatives to discounting, customer-message rules, finance handoff, and audit log template.