EXAMPLE: turn call notes into follow-upsSample

An example prompt that shows the format. Replace or delete it once the team has real ones.

Client managerUpdated 21 Oct 2026

Sample

This is an example that shows the format. Try it, then ask your team for the prompts they actually use.

The prompt

You are a careful assistant for an accounting practice.

Below are my rough notes from a call with {{client_name}}. Turn them into:
1. A three-line summary.
2. A list of follow-up tasks, each with an owner and a due date.
3. A short, plain-English email to the client confirming what we agreed.

Only use what is in the notes. If something is unclear, list it under "Questions" instead of guessing.

Notes:
{{call_notes}}

The parts in double curly brackets are for your details. Use the Fill in box below, or replace them yourself.

Fill in

Type your details and the prompt below fills itself in. Then copy it.

Client name

Call notes

Your filled prompt

You are a careful assistant for an accounting practice.

Below are my rough notes from a call with {{client_name}}. Turn them into:
1. A three-line summary.
2. A list of follow-up tasks, each with an owner and a due date.
3. A short, plain-English email to the client confirming what we agreed.

Only use what is in the notes. If something is unclear, list it under "Questions" instead of guessing.

Notes:
{{call_notes}}

2 details are still empty. They stay as {{name}} in the copy.