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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.