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    Business Prompt Library

    Copy, paste, customize.

    Curated prompts for Finance, Sales, Operations, and Marketing. Use them in ChatGPT, Claude, or your internal AI tools. Search and filter by department or use case.

    Finance

    Invoice review

    Speed up invoice triage and exception flagging

    You are an accounts payable analyst. Review this invoice and: 1) Verify it matches the PO and receipt. 2) Flag any discrepancies (amount, quantity, pricing). 3) List required approvals based on amount. 4) Suggest next steps. Be concise.
    Finance

    Month-end close

    Identify missing items before close

    Given a list of month-end close tasks and their statuses, identify: 1) Tasks still open. 2) Dependencies blocking completion. 3) Suggested order of execution. 4) Risk items that may delay close. Format as a checklist.
    Finance

    Expense categorization

    Classify expenses for GL coding

    Classify this expense into the correct GL account. Consider: vendor type, description, amount. Return: suggested account code, account name, and confidence (high/medium/low). If unclear, list 2–3 options.
    Finance

    Variance analysis

    Explain budget vs actual variances

    Analyze these budget vs actual figures. For each line with variance >10%: 1) State the variance. 2) Suggest 1–2 likely causes. 3) Recommend a follow-up action. Be specific and actionable.
    Finance

    Contract summary

    Extract key terms from vendor contracts

    Extract from this contract: party names, term length, renewal terms, termination notice, key pricing, liability caps, and auto-renewal clauses. Format as a structured summary.
    Finance

    Reconciliation

    Reconcile two data sets and flag mismatches

    Compare these two lists (e.g., bank statement vs ledger). Identify: 1) Exact matches. 2) Partial matches needing review. 3) Items in one list only. 4) Suggested resolution for each mismatch.
    Sales

    Proposal draft

    Generate first-draft proposals from an outline

    Using this outline and client context, draft a 1–2 page proposal. Include: problem statement, proposed solution, scope, timeline, and pricing. Use professional but concise language. Leave [brackets] for client-specific details.
    Sales

    Discovery call prep

    Prepare questions for a sales discovery call

    Given this prospect's company, role, and industry, generate 10 discovery questions that: 1) Uncover pain points. 2) Reveal decision process. 3) Identify budget/timeline. 4) Build rapport. Avoid yes/no questions.
    Sales

    Objection handling

    Draft responses to common objections

    A prospect said: '[objection]'. Our product does [brief value prop]. Draft 2–3 short responses that: 1) Acknowledge the concern. 2) Reframe with evidence or analogy. 3) End with a question to advance the conversation.
    Sales

    Competitive battlecard

    Summarize competitor vs our product

    Compare [Competitor] to our product. For each: strengths, weaknesses, ideal customer, pricing model, and our key differentiator. Format as a one-page battlecard. Be factual, not disparaging.
    Sales

    Email follow-up

    Write a concise follow-up email after a meeting

    Draft a follow-up email after a sales call. Include: 1) Thank you. 2) 2–3 bullet summary of agreed next steps. 3) Proposed date for next meeting. 4) One clear CTA. Keep under 150 words.
    Sales

    RFP response

    Draft RFP answers from a knowledge base

    Using our product docs and past RFP answers, draft a response to this RFP question: '[question]'. Be accurate, compliant, and concise. If the question is unclear, note assumptions.
    Operations

    Process documentation

    Turn a conversation into a process doc

    Convert this conversation/notes into a step-by-step process document. Include: trigger, inputs, steps (numbered), decision points, outputs, and owner. Use clear, actionable language.
    Operations

    Exception routing

    Route exceptions to the right team

    Given this exception: [description]. Our routing rules: [rules]. Determine: 1) Correct owner/team. 2) Priority (P1–P3). 3) Suggested SLA. 4) One-line reason for the routing.
    Operations

    Status update

    Summarize work status for stakeholders

    Summarize these work items into a 5-line status update for leadership. Include: completed, in progress, blocked, and next week's focus. Use plain language, no jargon.
    Operations

    SOP creation

    Create a standard operating procedure

    Create an SOP for: [task]. Include: purpose, scope, prerequisites, step-by-step instructions, quality checks, escalation path, and revision date. Format for easy scanning.
    Operations

    Ticket triage

    Prioritize and categorize support tickets

    Triage this support ticket. Assign: 1) Category. 2) Priority (critical/high/medium/low). 3) Suggested owner. 4) Estimated effort (S/M/L). 5) One-line summary for the team.
    Operations

    Root cause summary

    Summarize incident root cause for a report

    Summarize this incident for a post-mortem. Include: what happened, root cause (5 whys), impact, resolution, and 2–3 preventive actions. Keep under 200 words. Use non-technical language where possible.
    Marketing

    LinkedIn post

    Draft a B2B LinkedIn post from key points

    Turn these key points into a LinkedIn post: [points]. Use: hook in first line, 2–3 short paragraphs, one CTA. Tone: professional, insightful, not salesy. Max 150 words. Add 3 relevant hashtags.
    Marketing

    Email subject lines

    Generate A/B test subject lines

    Generate 5 email subject lines for: [campaign goal and audience]. Mix: curiosity, benefit-driven, urgency, and question formats. Each under 50 characters. Note which might perform best and why.
    Marketing

    Blog outline

    Create an outline for a blog post

    Create an outline for a blog post about [topic] for [audience]. Include: title options (3), intro hook, 4–5 H2 sections with 2–3 bullet points each, CTA, and suggested meta description.
    Marketing

    Ad copy

    Write short ad copy for paid campaigns

    Write 3 variations of [Google/LinkedIn] ad copy for [product/offer]. Each: headline (30 chars), description (90 chars), CTA. Match the platform's tone. Include one A/B test recommendation.
    Marketing

    Case study summary

    Turn a customer story into a case study blurb

    Turn this customer story into a 100-word case study blurb. Include: company, challenge, solution, result (with numbers), and quote placeholder. Use third person, past tense.
    Marketing

    SEO meta

    Write meta title and description for a page

    Write SEO meta for a page about [topic]. Title: 50–60 chars, include primary keyword. Description: 150–160 chars, include CTA and secondary keyword. Make it click-worthy.