Prompt formula
- Role
- Who should the AI act as? A customer service manager, a sales rep, a trainer.
- Task
- One clear job. Draft, summarize, classify, rewrite, outline.
- Context
- Account type, what happened, what was already promised, relevant notes.
- Rules
- What to avoid. No overpromising, no pricing commitments, no invented details.
- Output format
- Email, checklist, table, summary, SOP, bullet list, word count.
- Tone
- Direct, warm, professional, firm, calm.
AI use case checklist
- Repeats often
- Takes real time today
- Has clear inputs
- Has a clear output
- A human can review it
- Mistakes are manageable
- The team will actually use it
Start with high value and low complexity. Plan carefully for high value and high complexity. Skip low value and high complexity.
AI safety checklist
- Know which tools your company approves
- Never enter confidential customer data
- Never enter employee private information
- Never enter passwords or credentials
- Keep private contract terms out
- Keep sensitive HR issues out
- Human review before anything customer-facing or employee-facing
- One named owner for AI usage guidelines
Coming in AI 102
Turning AI Prompts into Practical Business Workflows
- Repeatable workflows
- Customer response workflow
- SOP creation workflow
- Knowledge management
- Workflow planning
- Guardrails
- Implementation steps