AI Prompts for Every Business Function
Copy-ready prompts for operations, HR, finance, marketing, sales, software teams, and more, written for business leaders, not engineers. 23 free prompts below. Full access (126+) in the CAIO Portal.
Meeting Summary → Action Items
Turn raw meeting notes into a structured summary with clear owners and deadlines.
Prompt
You are an operations assistant. I will paste raw meeting notes below. Your job is to output: 1. **Meeting Summary** (2–3 sentences, what was decided) 2. **Action Items** (bulleted list — format: "[ ] [Owner]: [Task] by [Due Date]") 3. **Open Questions** (anything that still needs a decision) 4. **Next Meeting Agenda** (3–5 items to carry forward) Be concise. Use plain language. If owner or due date is not stated, write "TBD". --- [PASTE YOUR MEETING NOTES HERE]
Standard Operating Procedure (SOP) Draft
Generate a clean SOP from a rough description of a process.
Prompt
You are a process documentation specialist. Based on the description I provide, write a Standard Operating Procedure (SOP) with the following structure: - **Title**: [Process name] - **Purpose**: One sentence on why this process exists - **Scope**: Who this applies to - **Frequency**: How often this is done - **Prerequisites**: Tools, access, or info needed before starting - **Steps**: Numbered, clear, action-oriented (start each with a verb) - **Expected Output**: What a successful completion looks like - **Escalation Path**: Who to contact if something goes wrong Keep language plain and direct. Write for someone new to the role. --- [DESCRIBE THE PROCESS HERE]
Issue Escalation Triage
Quickly triage and prioritize incoming issues or incidents to route them to the right owner.
Prompt
You are an operations manager. Based on the issue details I provide, triage this item and recommend a course of action. Provide: 1. **Severity rating** (P1–P4) with brief justification 2. **Recommended owner** (role, not person — e.g., "Engineering lead", "Customer success manager") 3. **Immediate action** (what happens in the next 30 minutes) 4. **Communication needed** (who needs to be notified, what they need to know) 5. **Root cause hypothesis** (what likely caused this — flag if unknown) 6. **Resolution path** (step-by-step triage approach) 7. **Post-resolution requirement** (incident report, process change, monitoring update) Severity guide: - P1: System down, revenue impacted, or customer data at risk - P2: Major feature broken for multiple users - P3: Degraded experience, workaround exists - P4: Minor issue, low impact --- Issue description: [WHAT IS HAPPENING] Affected users or systems: [WHO / WHAT IS IMPACTED] When it started: [TIME] What's already been tried: [IF ANYTHING]
Job Description Generator
Write a compelling, bias-aware job description from a few bullet points.
Prompt
You are an HR specialist writing a job description. Based on the role details I provide, write a job posting that includes: 1. **Role Overview** (2–3 sentences — why this role exists, what impact it will have) 2. **What You'll Do** (5–7 bullet points, action-focused) 3. **What We're Looking For** (separate must-haves from nice-to-haves) 4. **What We Offer** (compensation range placeholder, benefits, culture notes) Guidelines: - Use inclusive, direct language - Avoid jargon and corporate buzzwords - Do not list more than 5 "required" qualifications - Focus on what the person will *accomplish*, not just what they'll *do* --- Role: [TITLE] Team: [TEAM/DEPARTMENT] Reports to: [MANAGER TITLE] Key responsibilities: [YOUR BULLET POINTS] Must-haves: [REQUIRED QUALIFICATIONS] Nice-to-haves: [PREFERRED QUALIFICATIONS]
Performance Review Talking Points
Help managers prepare balanced, specific talking points for review conversations.
Prompt
You are an experienced HR business partner. Based on the employee information I provide, help me prepare for a performance review conversation. Generate: 1. **3 specific strengths to acknowledge** (with examples if I've provided them) 2. **1–2 areas for growth** (framed as opportunities, not criticisms) 3. **2–3 development questions to ask** (open-ended, future-focused) 4. **Suggested next steps or goals** for the next review period 5. **Phrases to avoid** (anything that could be perceived as biased or vague) Keep the tone direct but supportive. --- Employee name: [NAME] Role: [TITLE] Review period: [TIME PERIOD] Highlights from this period: [WHAT WENT WELL] Areas needing improvement: [WHAT DIDN'T GO WELL] Context (optional): [ANYTHING ELSE RELEVANT]
Employee Engagement Survey Questions
Generate targeted, unbiased engagement survey questions for a specific team or challenge.
Prompt
You are an organizational psychologist and HR specialist. Generate a targeted employee engagement survey based on the focus area I provide. Deliverables: 1. **10–15 Likert-scale questions** (1–5 agree/disagree or frequency scale) 2. **3–5 open-ended questions** (invites genuine qualitative feedback) 3. **1 overall rating question** (e.g., "How likely are you to recommend this company as a great place to work?" on a 1–10 scale) 4. **Suggested anonymity note** to include at the top of the survey Guidelines: - Avoid leading questions - Keep questions to one idea each - Use plain, jargon-free language - Focus on experiences, not opinions about management by name --- Organization or team: [NAME] Focus area: [E.g., "Remote work experience", "Manager effectiveness", "DEI and belonging", "General engagement"] Recent changes or events to probe: [OPTIONAL] Things we suspect are issues: [OPTIONAL]
Vendor Comparison Scorecard
Structure a vendor comparison with weighted criteria and a clear recommendation.
Prompt
You are a procurement analyst. Based on the vendors and criteria I provide, create a structured comparison that includes: 1. **Comparison Table** — Score each vendor 1–5 on each criterion 2. **Weighted Score** — Apply the weights I provide (or equal weight if not specified) 3. **Summary of key trade-offs** for each vendor 4. **Recommendation** with rationale (be direct — pick one) 5. **Open questions** you would want answered before finalizing Format clearly. Use plain language suitable for a leadership presentation. --- Vendors: [LIST VENDORS] Criteria: [LIST CRITERIA] Weights (optional): [E.g., "cost 40%, support 30%, features 30%"] Additional context: [BUDGET RANGE, TIMELINE, MUST-HAVES]
Budget Request Narrative
Turn budget numbers into a compelling narrative for leadership approval.
Prompt
You are a finance communications specialist. I will give you a budget request and numbers. Write a concise narrative (3–5 paragraphs) that: 1. **States the request clearly** — what is being asked and how much 2. **Explains the business need** — what problem or opportunity this addresses 3. **Quantifies the return** — cost savings, revenue impact, or risk mitigation 4. **Addresses the cost of inaction** — what happens if this isn't approved 5. **Closes with a clear ask** — approval, next step, or timeline Tone: confident, business-focused. Avoid jargon. Write as if presenting to a CFO who has 90 seconds. --- Request: [WHAT ARE YOU ASKING FOR] Amount: [TOTAL COST] Business case: [WHY THIS MATTERS] Expected return: [SAVINGS, REVENUE, OR RISK REDUCTION] Timeline: [WHEN YOU NEED APPROVAL BY]
LinkedIn Thought Leadership Post
Write a high-engagement LinkedIn post from a topic or insight you share.
Prompt
You are a B2B content strategist. Write a LinkedIn post based on the insight or topic I provide.
Format:
- **Hook** (first line — bold, no fluff, makes them stop scrolling)
- **Body** (3–5 short paragraphs OR a numbered/bulleted list — pick what fits better)
- **Takeaway** (one sentence — the "so what")
- **Call to action** (ask a question OR invite comments — not "follow me for more")
Rules:
- No hashtag spam (max 2 relevant hashtags at the end)
- No corporate buzzwords ("synergy", "leverage", "space")
- Short sentences. Line breaks matter.
- Write in first person, conversational but professional
- Target audience: [I'll fill this in below]
---
Topic or insight: [YOUR TOPIC]
Target audience: [WHO YOU'RE WRITING FOR]
Tone: [E.g., "direct and a little edgy" / "measured and credible" / "warm and practical"]
Any specific points to include: [OPTIONAL]Email Sequence: Nurture Campaign
Build a 3-email nurture sequence for a product, service, or event.
Prompt
You are an email marketing strategist. Based on the details I provide, write a 3-email nurture sequence. For each email, provide: - **Subject line** (+ 1 A/B variant) - **Preview text** (under 90 characters) - **Body** (conversational, direct, max 150 words) - **CTA** (one clear action) - **Send timing** recommendation Sequence arc: 1. Email 1 — Relevance / "why this matters to you" 2. Email 2 — Proof / social proof or case study angle 3. Email 3 — Urgency / clear reason to act now --- Product or service: [WHAT YOU'RE PROMOTING] Target audience: [WHO IS RECEIVING THIS] Main benefit: [TOP VALUE PROPOSITION] CTA goal: [E.g., "book a call", "sign up", "download"] Tone: [E.g., "friendly and direct" / "professional and concise"]
Press Release Draft
Write a press release from bullet points — structured for journalists and wire distribution.
Prompt
You are a PR strategist. Based on the information I provide, write a press release formatted for media distribution. Structure: 1. **Headline** (present tense, verb-forward, no hype words) 2. **Sub-headline** (adds context the headline couldn't fit) 3. **Dateline** (City, State — Date) 4. **Lead paragraph** (answers who, what, when, where, why — under 50 words) 5. **Body** (2–3 paragraphs expanding key details, data points, context) 6. **Quote from company leader** (sounds like a human said it, not a press release machine) 7. **Quote from partner or customer** (if applicable) 8. **Boilerplate** (standard company description — I'll provide) 9. **Contact block** (name, email, phone placeholder) Tone: professional, factual, newsworthy. No superlatives. No "excited to announce." --- Announcement: [WHAT ARE YOU ANNOUNCING] Key facts: [DATE, NUMBERS, NAMES, LOCATIONS] Why it matters: [BUSINESS OR INDUSTRY SIGNIFICANCE] Company boilerplate: [YOUR STANDARD DESCRIPTION] Executive name and title for quote: [NAME, TITLE]
Discovery Call Brief
Prepare a sharp discovery call brief from prospect research before a sales meeting.
Prompt
You are a sales strategist. Based on the prospect information I provide, prepare a discovery call brief I can review in 5 minutes before the meeting. Include: 1. **Company snapshot** (industry, size, recent news worth mentioning) 2. **Likely pain points** based on their business and our offering 3. **3–5 discovery questions** to ask (open-ended, problem-focused) 4. **What success looks like for them** (hypothesize based on role and company) 5. **Red flags to watch for** (signs this isn't a fit) 6. **How to close the call** (clear next step to propose) Be specific. Skip anything generic that applies to every prospect. --- Prospect company: [COMPANY NAME] Contact name and title: [NAME, TITLE] What we sell: [YOUR PRODUCT/SERVICE] What I know about them: [NOTES, WEBSITE, LINKEDIN, NEWS]
Proposal Follow-Up Email
Write a personalized follow-up email after sending a proposal — focused on value, not pressure.
Prompt
You are a sales communication specialist. Write a follow-up email to send after delivering a proposal. Requirements: - Subject line that references the proposal without being generic - Opens with something specific to our last conversation (I'll provide context) - Reminds them of the primary business outcome, not the features - Addresses any concern or question they raised - Proposes a specific next step with a suggested date - Closes warmly without being pushy Length: under 150 words. No fluff. --- Prospect name: [NAME] What we discussed: [KEY CONVERSATION POINTS] Proposal sent: [DATE] Main benefit we're delivering: [TOP VALUE PROP] Objection or concern they raised: [IF ANY] Proposed next step: [E.g., "30-min Q&A call this week"]
Objection Handling Playbook
Generate specific, confident responses to your most common sales objections.
Prompt
You are a senior sales coach. Based on the objections I list, write a handling playbook for each one. For each objection, provide: 1. **Reframe** — shift the framing without being dismissive 2. **Probe** — a follow-up question to understand what's really behind it 3. **Response** — the direct, confident reply (under 60 words) 4. **Trap to avoid** — what a weak rep typically says, and why it fails Tone: calm, confident, never defensive. These are business conversations, not arguments. --- Our product/service: [WHAT YOU SELL] Target buyer: [WHO YOU'RE SELLING TO] Objections to address: 1. [OBJECTION 1 — E.g., "We don't have budget right now"] 2. [OBJECTION 2] 3. [OBJECTION 3] Add as many as you need.
Strategic Initiative Brief
Turn a strategy idea into a crisp one-page brief ready for leadership review.
Prompt
You are a strategy advisor. Based on the initiative I describe, write a one-page brief for a leadership team. Structure: 1. **Strategic Rationale** (why this, why now — 2 sentences) 2. **Objective** (what we are trying to achieve — measurable if possible) 3. **Scope** (what is in, what is out) 4. **Key Risks** (top 3 — and mitigation approach for each) 5. **Resource Requirements** (people, budget, timeline at high level) 6. **Decision Needed** (what you are asking leadership to approve or decide) 7. **Success Metrics** (how we will know it worked, at 90 days and 12 months) Tone: executive-ready. Confident, concise, no filler. Assume the reader has 3 minutes. --- Initiative: [DESCRIBE THE IDEA OR INITIATIVE] Context: [WHAT PROBLEM OR OPPORTUNITY IS DRIVING THIS] Constraints: [BUDGET CAP, TIMELINE, TEAM SIZE — IF KNOWN]
Quarterly Business Review (QBR) Outline
Generate a structured QBR agenda with key questions and data prompts for each section.
Prompt
You are an operations strategist. Based on the context I provide, build a structured Quarterly Business Review (QBR) outline. For each section, include: - Section title and recommended time allocation - The core question the section should answer - 2–3 data points or visuals to prepare - Key decision or discussion prompt for the room Standard sections (adjust based on my context): 1. Executive Summary / Quarter Scorecard 2. Performance vs. Goals (KPIs, OKRs) 3. What Worked / What Did Not (honest wins and misses) 4. Pipeline and Forecast 5. Priorities for Next Quarter 6. Resource Needs or Blockers 7. Decision Log (what needs leadership sign-off) --- Company/team: [NAME] Quarter being reviewed: [E.g., Q2 2025] Audience: [LEADERSHIP TEAM / BOARD / EXEC TEAM] Top 3 things that happened this quarter: [BRIEF NOTES] Biggest challenge or miss: [HONEST ANSWER] Priorities entering next quarter: [TOP ITEMS]
AI Readiness Executive Summary
Synthesize AI maturity findings into a clear executive summary with a recommended path forward.
Prompt
You are an AI strategy consultant preparing a briefing for a C-suite audience. Based on the assessment data I provide, write an executive summary. Include: 1. **Where we stand** (overall AI maturity rating and what it means in plain language) 2. **Biggest opportunity** (the one thing that would move the needle most) 3. **Biggest risk** (what is most likely to slow or derail progress) 4. **Recommended first move** (specific, actionable — not "explore AI opportunities") 5. **90-day priority** (one team, one use case, one owner) 6. **What leadership must do** (decisions or resources only the executive team can provide) Tone: direct, no jargon. This will be read by a CEO or COO who has seen too many AI slide decks. --- Organization: [COMPANY NAME] Industry: [SECTOR] Current AI usage: [DESCRIBE WHAT THEY CURRENTLY USE OR DON'T] Assessment findings: [PASTE ASSESSMENT RESULTS OR BULLET POINTS] Key concerns from leadership: [IF ANY]
Code Review Checklist Generator
Generate a language-specific, context-aware code review checklist for your team or PR.
Prompt
You are a senior software engineer. Generate a practical code review checklist tailored to the context I provide. Organize the checklist into sections: 1. **Correctness** — Does the code do what it claims? 2. **Security** — Common vulnerabilities for this stack 3. **Performance** — N+1 queries, unnecessary allocations, blocking calls 4. **Readability** — Naming, complexity, comments 5. **Testability** — Test coverage, edge cases, mocking approach 6. **Architecture** — Does it fit the existing patterns? 7. **Documentation** — README, inline comments, API docs if applicable 8. **Deployment Risk** — Migration safety, feature flags, rollback plan For each item, write it as a yes/no question reviewers can check off. --- Language/framework: [E.g., TypeScript + React, Python + FastAPI] Type of change: [E.g., new API endpoint, database migration, UI component] Team experience level: [Junior / Mixed / Senior] Any specific concerns: [OPTIONAL]
Claude Code: CLAUDE.md Builder
Write a precise CLAUDE.md file that makes Claude Code follow your project conventions from day one.
Prompt
You are an expert at prompting AI coding assistants. Based on the project details I provide, write a CLAUDE.md file that instructs Claude Code to follow my team's conventions precisely. Include sections for: 1. **Project overview** (what it is, tech stack, purpose) 2. **Code style rules** (naming, formatting, patterns to always use) 3. **Patterns to avoid** (anti-patterns, things we never do in this codebase) 4. **File and folder conventions** (where things go, how they're named) 5. **Testing requirements** (what must be tested, testing patterns) 6. **Common commands** (how to run, build, test, lint) 7. **Key dependencies and how we use them** 8. **PR and commit message conventions** Write this as the actual CLAUDE.md file content, ready to drop into the repo root. --- Project type: [E.g., Next.js SaaS app, Python data pipeline, React component library] Tech stack: [LANGUAGES, FRAMEWORKS, KEY PACKAGES] Style preferences: [E.g., "functional components only", "no classes", "always use Zod for validation"] Anti-patterns to warn about: [THINGS CLAUDE TENDS TO DO WRONG IN YOUR CODEBASE] Testing setup: [E.g., Jest + Testing Library, pytest, Vitest]
Technical Spec from Business Requirements
Convert a business requirement or feature request into a developer-ready technical specification.
Prompt
You are a technical lead. Convert the business requirement I provide into a structured technical specification. Include: 1. **Problem Statement** (what is the user or system trying to accomplish) 2. **Proposed Solution** (high-level approach) 3. **Data Model Changes** (new tables, fields, or schema updates) 4. **API Changes** (new endpoints, modified request/response shapes) 5. **Frontend Changes** (new components, state changes, routes) 6. **Edge Cases and Error States** (what can go wrong, how we handle it) 7. **Out of Scope** (explicitly what this spec does NOT cover) 8. **Open Questions** (decisions still needed before implementation) 9. **Estimated Complexity** (XS/S/M/L/XL with brief rationale) Format clearly. Use code blocks for schemas or payloads. --- Business requirement: [PASTE THE FEATURE REQUEST OR USER STORY] Current tech stack: [FRAMEWORKS, DB, API STYLE] Constraints: [DEADLINES, MUST NOT BREAK X, MUST INTEGRATE WITH Y]
Sprint Planning Brief
Generate a sprint goal, story prioritization rationale, and planning notes from your backlog.
Prompt
You are an experienced Scrum Master and product strategist. Based on the backlog items and context I provide, generate a sprint planning brief. Include: 1. **Proposed Sprint Goal** (1–2 sentences — what does the team commit to achieving?) 2. **Story Prioritization** (ranked list with brief rationale for each item's placement) 3. **Dependencies to surface** (anything that could block stories mid-sprint) 4. **Capacity considerations** (flags for team size, PTO, or complexity concerns) 5. **Definition of Done reminder** (what "complete" means for this sprint) 6. **Risk items** (stories likely to spill or needing scoping down) Be direct. The planning meeting should take less time because of this brief, not more. --- Sprint number / dates: [E.g., Sprint 14, Feb 24 – Mar 7] Team capacity: [NUMBER OF DEVELOPERS, ANY PTO OR ABSENCES] Backlog items to consider: [LIST STORIES OR PASTE FROM JIRA/LINEAR] Strategic priority this sprint: [WHAT MATTERS MOST RIGHT NOW] Last sprint outcome: [WHAT WAS COMPLETED / WHAT SPILLED]
Sprint Retrospective Facilitator
Facilitate a structured retrospective from team input — surfaces real insights, not just venting.
Prompt
You are an agile coach facilitating a sprint retrospective. Based on the team input I provide, synthesize the retro output. Produce: 1. **What went well** (grouped themes, not a list dump) 2. **What did not go well** (root cause framing — not symptoms, causes) 3. **Action items** (format: "[ ] [Owner]: [Specific change] by [Date]") 4. **One process experiment** for next sprint (specific, testable, time-boxed) 5. **Team health pulse** (brief read on morale and collaboration based on the feedback) 6. **What to carry forward into sprint planning** Keep it honest and constructive. Name patterns, not people. --- Sprint: [NUMBER / DATES] Team: [TEAM NAME OR SIZE] What the team said went well: [PASTE INPUTS] What the team said did not go well: [PASTE INPUTS] Previous action items: [DID THEY GET DONE?]
Stakeholder Status Update
Write a concise, plain-language project status update for non-technical stakeholders.
Prompt
You are a project manager. Write a clear, non-technical status update for stakeholders who are not on the project team. Format: 1. **Status** (On Track / At Risk / Off Track) with a one-sentence reason 2. **This period: what we accomplished** (3–5 bullets, outcome-focused) 3. **Next period: what we're focused on** (3–5 bullets) 4. **Blockers or decisions needed** (what stakeholders need to do — be specific) 5. **Key metrics** (progress vs. plan on timeline, budget, scope) 6. **Anything stakeholders should know** (risks, trade-offs, upcoming asks) Rules: - No jargon. Write for a VP who cares about outcomes, not tasks. - Bullets over paragraphs. - If something is behind, say so directly. --- Project name: [NAME] Reporting period: [DATE RANGE] What was completed: [YOUR NOTES] What is coming up: [YOUR NOTES] Any blockers or risks: [YOUR NOTES] Status: [ON TRACK / AT RISK / OFF TRACK]
Process Improvement Brief
Available in the CAIO Portal
Capacity Planning Prompt
Available in the CAIO Portal
Cross-Team Coordination Email
Available in the CAIO Portal
Offboarding Checklist Builder
Available in the CAIO Portal
Compensation Benchmarking Brief
Available in the CAIO Portal
Culture Add Interview Questions
Available in the CAIO Portal
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